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

Atria Wealth Solutions’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
2025 Q2	$1.5M	Buy	+44,610	New	+$1.41M	0.03%	502
2023 Q1	–	Sell	-7,404	Closed	-$207K	–	1917
2022 Q4	$207K	Buy	+7,404	New	+$205K	﹤0.01%	1593

Other funds holding KNGZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's KNGZ Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q2 2025: 44,610 shares worth $1.5M. The stake represents 0.03% of the portfolio and ranks #502 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in KNGZ as recently as Q4 2022.

Atria Wealth Solutions first reported a position in KNGZ in Q4 2022 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold KNGZ as of Q2 2025.

Atria Wealth Solutions held 44,610 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $1.5M as of Q2 2025.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF was a new Atria Wealth Solutions position in Q2 2025.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #502 holding.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q4 2022 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.