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

Fidelity Investments’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
2024
Q3 		– Sell
-1
Closed -$31 – 5631
2024
Q2 		$31 Buy
+1
New +$31 ﹤0.01% 5117
2023
Q3 		– Sell
-1
Closed -$29 – 5424
2023
Q2 		$29 Buy
+1
New +$28 ﹤0.01% 5104
2020
Q1 		– Sell
-1
Closed – – 3986
2019
Q4 		$0 Buy
+1
New +$23 ﹤0.01% 4058

Other funds holding KNGZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Fidelity Investments's KNGZ Position: Q3 2024 in Review

Fidelity Investments sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q3 2024, closing a stake of 1 share — an estimated $31 sold.

Fidelity Investments first reported a position in KNGZ in Q4 2019 and held it in 3 quarters. The position peaked at $31 in Q2 2024. 21 funds tracked by Wall St. Rank hold KNGZ as of Q3 2024.

  • Fidelity Investments reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF share in Q3 2024, an estimated $31.
  • Fidelity Investments first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q4 2019 and held it in 3 quarters.
  • Fidelity Investments's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $31 in Q2 2024.
  • 21 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 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.