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

Ahrens Investment Partners’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
2023 Q1	$111K	Buy	+3,926	New	+$113K	0.06%	208
2022 Q3	–	Sell	-11,330	Closed	-$306K	–	570
2022 Q2	$306K	Hold	11,330	–	–	0.14%	124
2022 Q1	$346K	Hold	11,330	–	–	0.11%	136
2021 Q4	$352K	Sell	11,330 -35	-0.3%	-$1.05K	0.16%	123
2021 Q3	$331K	Hold	11,365	–	–	0.16%	137
2021 Q2	$334K	Hold	11,365	–	–	0.15%	154
2021 Q1	$320K	Hold	11,365	–	–	0.16%	145
2020 Q4	$279K	Hold	11,365	–	–	0.15%	133
2020 Q3	$243K	Hold	11,365	–	–	0.16%	131
2020 Q2	$233K	Sell	11,365 -121	-1%	-$2.36K	0.14%	128
2020 Q1	$202K	Hold	11,486	–	–	0.15%	110
2019 Q4	$276K	Sell	11,486 -184	-2%	-$4.23K	0.11%	130
2019 Q3	$260K	Sell	11,670 -446	-4%	-$9.78K	0.11%	132
2019 Q2	$265K	Sell	12,116 -889	-7%	-$19.4K	0.12%	123
2019 Q1	$283K	Buy	+13,005	New	+$273K	0.13%	112

Other funds holding KNGZ

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

PPP

Private Portfolio Partners Paramus, New Jersey $544M AUM 16.46% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Ahrens Investment Partners's KNGZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q1 2023: 3,926 shares worth $111K. The stake represents 0.06% of the portfolio and ranks #208 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in KNGZ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in KNGZ in Q1 2019 and has held it in 15 quarters since. The position peaked at $352K in Q4 2021. 15 funds tracked by Wall St. Rank hold KNGZ as of Q1 2023.

Ahrens Investment Partners held 3,926 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $111K as of Q1 2023.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF was a new Ahrens Investment Partners position in Q1 2023.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up 0.06% of Ahrens Investment Partners's portfolio in Q1 2023, its #208 holding.
Ahrens Investment Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2019 and has held it in 15 quarters since.
Ahrens Investment Partners's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $352K in Q4 2021.
15 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.