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

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-750	Closed	-$21K	–	269
2022 Q4	$21K	Buy	+750	New	+$20.8K	0.03%	197

Other funds holding KNGZ

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 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 $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NFG

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

PPP

Private Portfolio Partners Paramus, New Jersey $544M AUM 16.46% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Freedom Wealth Alliance's KNGZ Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q1 2023, closing a stake of 750 shares — an estimated $21K sold.

Freedom Wealth Alliance first reported a position in KNGZ in Q4 2022 and held it in 1 quarter. The position peaked at $21K in Q4 2022. 15 funds tracked by Wall St. Rank hold KNGZ as of Q1 2023.

Freedom Wealth Alliance reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 750 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q1 2023, an estimated $21K.
Freedom Wealth Alliance first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $21K in Q4 2022.
15 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 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.