SFMG Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

SFMG Wealth Advisors’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
2019 Q1	–	Sell	-63,194	Closed	-$2.47M	–	150
2018 Q4	$2.47M	Sell	63,194 -831	-1%	-$36K	0.4%	26
2018 Q3	$2.81M	Sell	64,025 -7,270	-10%	-$333K	0.43%	19
2018 Q2	$3.17M	Sell	71,295 -2,369	-3%	-$105K	0.51%	15
2018 Q1	$3.22M	Sell	73,664 -8,627	-10%	-$397K	0.55%	14
2017 Q4	$3.77M	Sell	82,291 -609	-0.7%	-$27.3K	0.63%	13
2017 Q3	$3.65M	Buy	82,900 +1,342	+2%	+$57.7K	0.71%	15
2017 Q2	$3.48M	Buy	81,558 +194	+0.2%	+$8.26K	0.72%	16
2017 Q1	$3.5M	Buy	81,364 +11,678	+17%	+$503K	0.71%	15
2016 Q4	$2.93M	Buy	69,686 +17,155	+33%	+$712K	0.63%	18
2016 Q3	$2.18M	Buy	52,531 +23,821	+83%	+$987K	0.48%	23
2016 Q2	$1.15M	Sell	28,710 -900	-3%	-$35.4K	0.26%	43
2016 Q1	$1.15M	Hold	29,610	–	–	0.25%	42
2015 Q4	$1.05M	Sell	29,610 -5,072	-15%	-$182K	0.24%	52
2015 Q3	$1.18M	Hold	34,682	–	–	0.28%	44
2015 Q2	$1.27M	Sell	34,682 -35,702	-51%	-$1.36M	0.28%	43
2015 Q1	$2.61M	Buy	70,384 +39,352	+127%	+$1.49M	0.21%	44
2014 Q4	$1.18M	Buy	+31,032	New	+$1.17M	0.26%	45

Other funds holding SDOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFMG Wealth Advisors's SDOG Position: Q1 2019 in Review

SFMG Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2019, closing a stake of 63,194 shares — an estimated $2.47M sold.

SFMG Wealth Advisors first reported a position in SDOG in Q4 2014 and held it in 17 quarters. The position peaked at $3.77M in Q4 2017. 156 funds tracked by Wall St. Rank hold SDOG as of Q1 2019.

SFMG Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2019 after selling out during the quarter.
SFMG Wealth Advisors sold 63,194 ALPS Sector Dividend Dogs ETF shares in Q1 2019, an estimated $2.47M.
SFMG Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2014 and held it in 17 quarters.
SFMG Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $3.77M in Q4 2017.
156 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2019.

Based on SFMG Wealth Advisors's 13F filing for Q1 2019, filed 13 May 2019.