CWM
KNGZ icon

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

Collaborative Wealth Management’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
Q1 		– Sell
-11,427
Closed -$409K – 205
2025
Q4 		$409K Sell
11,427
-6,693
-37% -$238K 0.14% 131
2025
Q3 		$649K Sell
18,120
-2,590
-13% -$90.1K 0.26% 77
2025
Q2 		$696K Sell
20,710
-4,153
-17% -$131K 0.3% 68
2025
Q1 		$801K Sell
24,863
-1,361
-5% -$44.9K 0.37% 55
2024
Q4 		$845K Sell
26,224
-1,415
-5% -$48.1K 0.38% 55
2024
Q3 		$950K Sell
27,639
-3,093
-10% -$101K 0.43% 50
2024
Q2 		$966K Sell
30,732
-6,919
-18% -$216K 0.47% 48
2024
Q1 		$1.19M Sell
37,651
-11,383
-23% -$343K 0.6% 42
2023
Q4 		$1.46M Sell
49,034
-7,037
-13% -$196K 0.79% 31
2023
Q3 		$1.53M Sell
56,071
-6,185
-10% -$178K 0.92% 27
2023
Q2 		$1.79M Sell
62,256
-4,037
-6% -$112K 1.06% 25
2023
Q1 		$1.88M Sell
66,293
-442
-0.7% -$12.7K 1.19% 22
2022
Q4 		$1.87M Buy
66,735
+10,595
+19% +$294K 1.23% 23
2022
Q3 		$1.4M Buy
56,140
+2,378
+4% +$66.4K 0.99% 32
2022
Q2 		$1.45M Buy
+53,762
New +$1.57M 0.95% 31
2021
Q4 		$1.12M Buy
+36,166
New +$1.09M 0.62% 45
2021
Q1 		$1.29M Buy
+42,299
New +$1.13M 0.75% 37

Other funds holding KNGZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 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 $1.46B AUM 14.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Collaborative Wealth Management's KNGZ Position: Q1 2026 in Review

Collaborative Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q1 2026, closing a stake of 11,427 shares — an estimated $409K sold.

Collaborative Wealth Management first reported a position in KNGZ in Q1 2021 and held it in 17 quarters. The position peaked at $1.88M in Q1 2023. 39 funds tracked by Wall St. Rank hold KNGZ as of Q1 2026.

  • Collaborative Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 11,427 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q1 2026, an estimated $409K.
  • Collaborative Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2021 and held it in 17 quarters.
  • Collaborative Wealth Management's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $1.88M in Q1 2023.
  • 39 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 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.