D.A. Davidson & Co’s First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF KNGZ Stock Holding History

D.A. Davidson & Co’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 Q3	$2.6M	Sell	64,063 -1,392	-2%	-$57.9K	0.01%	649
2026 Q2	$2.62M	Buy	65,455 +3,519	+6%	+$138K	0.01%	657
2026 Q1	$2.23M	Buy	61,936 +1,349	+2%	+$50.2K	0.01%	672
2025 Q4	$2.17M	Sell	60,587 -2,515	-4%	-$89.4K	0.01%	644
2025 Q3	$2.26M	Sell	63,102 -1,111	-2%	-$38.6K	0.01%	610
2025 Q2	$2.16M	Sell	64,213 -3,004	-4%	-$94.9K	0.02%	589
2025 Q1	$2.17M	Buy	67,217 +3,220	+5%	+$106K	0.02%	551
2024 Q4	$2.06M	Buy	63,997 +30,079	+89%	+$1.02M	0.02%	558
2024 Q3	$1.17M	Buy	33,918 +7,258	+27%	+$238K	0.01%	719
2024 Q2	$838K	Buy	26,660 +16,932	+174%	+$528K	0.01%	792
2024 Q1	$308K	Buy	+9,728	New	+$293K	﹤0.01%	1167

Other funds holding KNGZ

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

D.A. Davidson & Co's KNGZ Position: Q3 2026 in Review

D.A. Davidson & Co reduced its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 2.1% in Q3 2026, selling an estimated $57.9K and leaving 64,063 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #649.

D.A. Davidson & Co first reported a position in KNGZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.62M in Q2 2026. 13 funds tracked by Wall St. Rank hold KNGZ as of Q3 2026.

D.A. Davidson & Co held 64,063 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $2.6M as of Q3 2026.
D.A. Davidson & Co sold 1,392 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q3 2026, an estimated $57.9K.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #649 holding.
D.A. Davidson & Co first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2024 and has held it in 11 quarters since.
D.A. Davidson & Co's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $2.62M in Q2 2026.
13 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 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.