Advisor Group’s First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF KNGZ Stock Holding History

Advisor Group’s Portfolio KNGZ Stock Details KNGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$278K	Sell	11,586 -2,172	-16%	-$50K	﹤0.01%	2131
2019 Q3	$307K	Sell	13,758 -3,777	-22%	-$82.8K	﹤0.01%	1989
2019 Q2	$383K	Buy	17,535 +12	+0.1%	+$261	﹤0.01%	1802
2019 Q1	$381K	Buy	17,523 +3,171	+22%	+$66.5K	﹤0.01%	1787
2018 Q4	$279K	Buy	14,352 +4,153	+41%	+$86.9K	﹤0.01%	1842
2018 Q3	$228K	Buy	10,199 +9,199	+920%	+$204K	﹤0.01%	2060
2018 Q2	$21K	Buy	+1,000	New	+$21.3K	﹤0.01%	3685

Other funds holding KNGZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Advisor Group's KNGZ Position: Q4 2019 in Review

Advisor Group reduced its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 16% in Q4 2019, selling an estimated $50K and leaving 11,586 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Advisor Group first reported a position in KNGZ in Q2 2018 and has held it in 7 quarters since. The position peaked at $383K in Q2 2019. 8 funds tracked by Wall St. Rank hold KNGZ as of Q4 2019.

Advisor Group held 11,586 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $278K as of Q4 2019.
Advisor Group sold 2,172 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q4 2019, an estimated $50K.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2131 holding.
Advisor Group first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q2 2018 and has held it in 7 quarters since.
Advisor Group's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $383K in Q2 2019.
8 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.