DOGG β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Fortis Group Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Fortis Group Advisors, LLC reported FIRST TR EXCHANGE-TRADED FD (DOGG) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows DOGG at 0.04% 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.

What this DOGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortis Group Advisors, 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
2025 Q4

DOGG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Fortis Group Advisors, LLC held DOGG β€” position size vs. price
% of Fund (quarterly)    DOGG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9,658 -2,941 -23.3% 0.04% $212K 2026-02-14 (Est.) $22.72
2025 Q3 ADDED 12,599 +660 +5.5% 0.04% $255K 2025-11-07 $19.52
2025 Q2 ADDED 11,939 +486 +4.2% 0.04% $233K 2025-08-08 $18.74
2025 Q1 INITIATED 11,453 β€” β€” 0.05% $239K 2025-05-02 $18.06

FAQ About Fortis Group Advisors, 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 Fortis Group Advisors, LLC reported owning DOGG?

Fortis Group Advisors, LLC reported DOGG across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DOGG position in Fortis Group Advisors, LLC's portfolio?

The largest reported portfolio weight for DOGG was 0.05% in 2025 Q1.

What is the latest reported DOGG position on this page?

The most recent filing on this page is 2025 Q4, when Fortis Group Advisors, LLC reported 9,658 shares, equal to 0.04% of portfolio, with an estimated market value of $212K.

What does the chart on this DOGG ownership page compare?

The chart compares Fortis Group Advisors, 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.

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