DOGG — FIRST TR EXCHANGE-TRADED FD

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (DOGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2025 Q3)
Avg. % of fund
0.08%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 12,419 — 0% 0.08% $258K $20.47
2025 Q3 INITIATED 12,419 — — 0.08% $248K $19.25
% of Fund (quarterly)    DOGG price (monthly, adj. close)

Other funds also holding DOGG

As of 2025 Q4 — sorted by position size

Next Level Private LLC 3Y 0.44% Sterling Manor Financial, LLC 3Y 0.34% Bullseye Investment Management, LLC 3Y 0.24% Cambridge Advisors Inc. 3Y 7Y 0.2% Bright Futures Wealth Management, LLC. 0.16% Capital Investment Advisory Services, LLC 3Y 7Y 0.11% SILVER OAK SECURITIES, INCORPORATED 3Y 0.1% Faithward Advisors, LLC 3Y 0.05% Fortis Group Advisors, LLC 3Y 0.04% Gladstone Institutional Advisory LLC 3Y 7Y 0.03%
← Back to PRIVATE CLIENT SERVICES, LLC Holdings