Capital Investment Advisory Services, LLC DOGG FIRST TR EXCHANGE-TRADED FD

Ownership history in Capital Investment Advisory Services, LLC  ·  12 quarters on record

AI Ownership Summary

Capital Investment Advisory Services, LLC reported FIRST TR EXCHANGE-TRADED FD (DOGG) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows DOGG at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DOGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Investment Advisory Services, LLC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DOGG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capital Investment Advisory Services, LLC held DOGG — position size vs. price
% of Fund (quarterly)    DOGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 81,845 +6,404 +8.5% 0.13% $1.8M 2026-05-05 $21.03
2025 Q4 ADDED 75,441 +7,424 +10.9% 0.11% $1.6M 2026-01-21 $20.52
2025 Q3 ADDED 68,017 +8,966 +15.2% 0.11% $1.4M 2025-11-05 $19.12
2025 Q2 ADDED 59,051 +13,152 +28.7% 0.10% $1.2M 2025-08-08 $18.46
2025 Q1 ADDED 45,899 +12,245 +36.4% 0.09% $956K 2025-04-29 $17.80
2024 Q4 ADDED 33,654 +5,089 +17.8% 0.06% $641K 2025-01-23 $17.83
2024 Q3 ADDED 28,565 +8,411 +41.7% 0.06% $597K 2024-10-30 $17.38
2024 Q2 ADDED 20,154 +9,307 +85.8% 0.04% $398K 2024-08-14 $17.11
2024 Q1 ADDED 10,847 +5,512 +103.3% 0.02% $230K 2024-04-25 $16.68
2023 Q4 ADDED 5,335 +4,805 +906.6% 0.01% $114K 2024-02-01 $17.26
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Capital Investment Advisory Services, LLC and DOGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Investment Advisory Services, LLC reported owning DOGG?

Capital Investment Advisory Services, LLC reported DOGG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DOGG position in Capital Investment Advisory Services, LLC's portfolio?

The largest reported portfolio weight for DOGG was 0.13% in 2026 Q1.

What is the latest reported DOGG position on this page?

The most recent filing on this page is 2026 Q1, when Capital Investment Advisory Services, LLC reported 81,845 shares, equal to 0.13% of portfolio, with an estimated market value of $1.8M.

What does the chart on this DOGG ownership page compare?

The chart compares Capital Investment Advisory Services, LLC's quarterly DOGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Investment Advisory Services, LLC time their DOGG position?

Based on 13F filing dates vs. subsequent DOGG price moves, Capital Investment Advisory Services, LLC correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on DOGG relative to SPY over the holding period was -7.5%.

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