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	–	1918
2022 Q4	$207K	Buy	+7,404	New	+$205K	﹤0.01%	1593

Other funds holding KNGZ

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

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

NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Collaborative Wealth Management Lake Mary, Florida $217M AUM 14.42% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return