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Next Financial Group’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Next Financial Group’s Portfolio SDOG Stock Details SDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$926K Buy
17,274
+1,239
+8% +$65.2K 0.06% 336
2021
Q3 		$820K Buy
16,035
+348
+2% +$18.2K 0.06% 318
2021
Q2 		$831K Sell
15,687
-189
-1% -$10.2K 0.07% 304
2021
Q1 		$817K Buy
15,876
+1,977
+14% +$95.6K 0.07% 284
2020
Q4 		$620K Sell
13,899
-974
-7% -$40.9K 0.06% 314
2020
Q3 		$562K Buy
14,873
+1,665
+13% +$63.4K 0.06% 304
2020
Q2 		$480K Buy
13,208
+1,974
+18% +$69.1K 0.06% 304
2020
Q1 		$352K Sell
11,234
-1,160
-9% -$48.3K 0.05% 355
2019
Q4 		$580K Buy
12,394
+2,883
+30% +$130K 0.06% 336
2019
Q3 		$417K Sell
9,511
-4,768
-33% -$206K 0.05% 408
2019
Q2 		$621K Buy
+14,279
New +$616K 0.07% 301
2019
Q1 		– Sell
-16,499
Closed -$646K – 2056
2018
Q4 		$646K Buy
+16,499
New +$714K 0.13% 180
2018
Q2 		– Sell
-13,469
Closed -$588K – 374
2018
Q1 		$588K Buy
+13,469
New +$620K 0.12% 186
2017
Q4 		– Sell
-9,702
Closed -$433K – 1204
2017
Q3 		$433K Sell
9,702
-2,725
-22% -$117K 0.12% 185
2017
Q2 		$530K Sell
12,427
-3,660
-23% -$156K 0.13% 178
2017
Q1 		$686K Sell
16,087
-619
-4% -$26.7K 0.19% 120
2016
Q4 		$703K Buy
16,706
+6,583
+65% +$273K 0.12% 184
2016
Q3 		$421K Buy
10,123
+4,508
+80% +$187K 0.08% 275
2016
Q2 		$223K Buy
5,615
+80
+1% +$3.15K 0.07% 277
2016
Q1 		$215K Buy
5,535
+2,780
+101% +$98.7K 0.08% 272
2015
Q4 		$97K Buy
2,755
+450
+20% +$16.2K 0.04% 432
2015
Q3 		$78K Sell
2,305
-4,811
-68% -$171K 0.03% 506
2015
Q2 		$260K Buy
7,116
+311
+5% +$11.9K 0.09% 237
2015
Q1 		$252K Buy
6,805
+924
+16% +$34.9K 0.08% 264
2014
Q4 		$224K Sell
5,881
-125
-2% -$4.73K 0.07% 286
2014
Q3 		$224K Sell
6,006
-175
-3% -$6.57K 0.04% 427
2014
Q2 		$228K Buy
+6,181
New +$224K 0.12% 143

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's SDOG Position: Q4 2021 in Review

Next Financial Group increased its ALPS Sector Dividend Dogs ETF (SDOG) stake by 7.7% in Q4 2021, buying an estimated $65.2K and bringing the position to 17,274 shares worth $926K. The position accounts for 0.06% of the portfolio, ranked #336.

Next Financial Group first reported a position in SDOG in Q2 2014 and has held it in 27 quarters since. 133 funds tracked by Wall St. Rank hold SDOG as of Q4 2021.

  • Next Financial Group held 17,274 shares of ALPS Sector Dividend Dogs ETF worth $926K as of Q4 2021.
  • Next Financial Group bought 1,239 ALPS Sector Dividend Dogs ETF shares in Q4 2021, an estimated $65.2K.
  • ALPS Sector Dividend Dogs ETF made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #336 holding.
  • Next Financial Group first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2014 and has held it in 27 quarters since.
  • 133 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.