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

Brookwood Investment 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
2026 Q2	$246K	Sell	6,131 -213	-3%	-$8.37K	0.03%	449
2026 Q1	$229K	Buy	6,344 +1	+0%	+$37	0.03%	454
2025 Q4	$227K	Buy	6,343 +2	+0%	+$71	0.03%	453
2025 Q3	$227K	Sell	6,341 -599	-9%	-$20.8K	0.03%	426
2025 Q2	$233K	Sell	6,940 -242	-3%	-$7.65K	0.04%	377
2025 Q1	$231K	Buy	+7,182	New	+$237K	0.04%	361

Other funds holding KNGZ

DADC

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

NFG

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Brookwood Investment Group's KNGZ Position: Q2 2026 in Review

Brookwood Investment Group reduced its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 3.4% in Q2 2026, selling an estimated $8.37K and leaving 6,131 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #449.

Brookwood Investment Group first reported a position in KNGZ in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold KNGZ as of Q2 2026.

Brookwood Investment Group held 6,131 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $246K as of Q2 2026.
Brookwood Investment Group sold 213 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q2 2026, an estimated $8.37K.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #449 holding.
Brookwood Investment Group first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2025 and has held it in 6 quarters since.
12 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 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.