Beacon Capital Management Inc (Ohio)’s First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF KNGZ Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q3	–	Sell	-4,128	Closed	-$90K	–	110
2019 Q2	$90K	Buy	+4,128	New	+$89.9K	﹤0.01%	31

Other funds holding KNGZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s KNGZ Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q3 2019, closing a stake of 4,128 shares — an estimated $90K sold.

Beacon Capital Management Inc (Ohio) first reported a position in KNGZ in Q2 2019 and held it in 1 quarter. The position peaked at $90K in Q2 2019. 9 funds tracked by Wall St. Rank hold KNGZ as of Q3 2019.

Beacon Capital Management Inc (Ohio) reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q3 2019 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 4,128 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q3 2019, an estimated $90K.
Beacon Capital Management Inc (Ohio) first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q2 2019 and held it in 1 quarter.
Beacon Capital Management Inc (Ohio)'s First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $90K in Q2 2019.
9 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.