FIRST TR EXCHANGE-TRADED FD (DOGG)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
53
Reporting holders
$41.9M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $10.9M | 513,451 | 0.00% | 5q | +29.3%+$2.5M |
| Next Level Private LLC | $2.4M | 111,640 | 0.47% | 9q | +17.4%+$353.0K |
| SILVER OAK SECURITIES, INCORPORATED | $1.9M | 89,619 | 0.12% | 6q | +7.8%+$137.4K |
| Cetera Investment Advisers | $1.8M | 84,259 | 0.00% | 3q | +33.7%+$451.9K |
| Alessandra Capital Management, LLC | $1.8M | 83,534 | 1.26% | 3q | +35.9%+$470.1K |
| Capital Investment Advisory Services, LLC | $1.8M | 82,356 | 0.11% | 13q | +0.6%+$10.9K |
| Gladstone Institutional Advisory LLC | $1.7M | 80,739 | 0.05% | 3q | -1.0%-$16.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 66,026 | 0.00% | 7q | +40.6%+$405.9K |
| Farther Finance Advisors, LLC | $1.4M | 63,575 | 0.01% | 9q | +57.7%+$495.4K |
| HighTower Advisors, LLC | $1.3M | 61,622 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $1.3M | 60,282 | 0.01% | 8q | +22.5%+$236.2K |
| Cambridge Advisors Inc. | $1.1M | 51,683 | 0.19% | 13q | +2.2%+$23.2K |
| Arax Advisory Partners | $1.1M | 51,667 | 0.01% | 3q | +29.1%+$248.3K |
| OSAIC HOLDINGS, INC. | $1.0M | 49,205 | 0.00% | 13q | +5.0%+$50.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $914.3K | 42,923 | 0.00% | 13q | -0.9%-$8.0K |
| Brookstone Capital Management | $810.7K | 38,061 | 0.01% | 6q | -6.0%-$51.4K |
| Benson Wealth Management INC | $800.8K | 37,595 | 0.81% | 2q | +567.4%+$680.8K |
| Sanctuary Advisors, LLC | $652.0K | 30,609 | 0.00% | 9q | +3.0%+$18.8K |
| MML INVESTORS SERVICES, LLC | $604.7K | 28,391 | 0.00% | 3q | +15.3%+$80.2K |
| Beacon Pointe Advisors, LLC | $577.8K | 27,129 | 0.00% | 3q | +14.3%+$72.2K |
| RFG Advisory, LLC | $548.0K | 25,727 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $543.2K | 25,501 | 0.00% | 7q | +0.7%+$4.0K |
| PRIVATE CLIENT SERVICES, LLC | $412.4K | 19,363 | 0.11% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $411.3K | 19,312 | 0.01% | 13q | -6.0%-$26.4K |
| Prospera Financial Services Inc | $387.8K | 18,208 | 0.01% | 3q | +12.8%+$44.1K |
| Faithward Advisors, LLC | $357.3K | 16,774 | 0.04% | 7q | +12.1%+$38.4K |
| OLD MISSION CAPITAL LLC | $347.2K | 16,300 | 0.01% | new | NEW |
| Bright Futures Wealth Management, LLC. | $275.0K | 12,913 | 0.18% | 3q | +11.6%+$28.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $273.7K | 12,800 | 0.02% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $269.2K | 12,640 | 0.00% | 2q | +13.1%+$31.3K |
| Main Street Financial Solutions, LLC | $267.7K | 12,570 | 0.02% | 12q | HELD |
| NewEdge Advisors, LLC | $251.4K | 11,801 | 0.00% | 2q | -30.5%-$110.1K |
| WESPAC Advisors SoCal, LLC | $249.4K | 11,709 | 0.04% | 2q | +10.9%+$24.6K |
| Integrated Advisors Network LLC | $235.4K | 11,051 | 0.01% | 4q | -2.9%-$6.9K |
| Fortis Group Advisors, LLC | $219.6K | 10,312 | 0.04% | 6q | +2.6%+$5.6K |
| Balboa Wealth Partners | $218.8K | 10,273 | 0.03% | new | NEW |
| WCG Wealth Advisors LLC | $213.6K | 10,029 | 0.01% | new | NEW |
| Arkadios Wealth Advisors | $213.0K | 10,000 | 0.00% | 8q | -9.1%-$21.3K |
| Private Advisor Group, LLC | $209.8K | 9,851 | 0.00% | 2q | -5.9%-$13.2K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $203.8K | 9,570 | 0.06% | new | NEW |
| PTM WEALTH MANAGEMENT, LLC | $202.3K | 9,299 | 0.09% | new | NEW |
| AE Wealth Management LLC | $119.8K | 5,626 | 0.00% | 4q | +2.2%+$2.6K |
| SBI Securities Co., Ltd. | $62.1K | 2,916 | 0.00% | 7q | +26.1%+$12.9K |
| LANARK FINANCIAL, INC. | $45.3K | 2,126 | 0.00% | 12q | +5.6%+$2.4K |
| Rockefeller Capital Management L.P. | $36.2K | 1,700 | 0.00% | 4q | +41.7%+$10.7K |
| Triumph Capital Management | $26.2K | 1,231 | 0.00% | 3q | +1.4% |
| AMERIFLEX GROUP, INC. | $24.3K | 1,142 | 0.01% | 2q | +2.2% |
| Allspring Global Investments Holdings, LLC | $6.5K | 300 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.9K | 183,038 | 0.00% | 8q | +102.0%+$2.0K |
| Ancora Advisors LLC | $2.3K | 106 | 0.00% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $789 | 37 | 0.00% | 12q | HELD |
| Ankerstar Wealth, LLC | $533 | 25 | 0.00% | 3q | -49.0% |
| CENTAURUS FINANCIAL, INC. | $234 | 10,997 | 0.01% | new | NEW |
| MORGAN STANLEY | $52 | 2 | 0.00% | 8q | +100.0% |
| WELLS FARGO & COMPANY/MN | $27 | 1 | 0.00% | 7q | HELD |
| HAZLETT, BURT & WATSON, INC. | $8 | 394 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 53 | $41.9M | 1,965,581 | 8 | 30 | 9 | 0.0% |
| Q1 2026 | 49 | $33.8M | 1,559,523 | 9 | 24 | 9 | 0.0% |
| Q4 2025 | 43 | $26.6M | 1,278,388 | 12 | 14 | 13 | 0.0% |
| Q3 2025 | 32 | $18.0M | 898,071 | 7 | 11 | 9 | 0.0% |
| Q2 2025 | 28 | $14.8M | 744,820 | 3 | 15 | 4 | 0.0% |
| Q1 2025 | 26 | $11.9M | 573,663 | 3 | 13 | 8 | 0.0% |
| Q4 2024 | 28 | $10.8M | 561,383 | 10 | 9 | 6 | 0.0% |
| Q3 2024 | 18 | $9.0M | 430,980 | 5 | 8 | 4 | 0.0% |
| Q2 2024 | 19 | $10.5M | 528,947 | 6 | 8 | 2 | 0.0% |
| Q1 2024 | 15 | $5.6M | 264,927 | 1 | 10 | 2 | 0.0% |
| Q4 2023 | 15 | $5.0M | 235,379 | 5 | 6 | 1 | 0.0% |
| Q3 2023 | 10 | $3.5M | 180,875 | 3 | 7 | 0 | 0.0% |
| Q2 2023 | 9 | $2.0M | 101,803 | 9 | 0 | 0 | 0.0% |