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

Global Retirement Partners’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
2025 Q4	$172K	Hold	4,800	–	–	﹤0.01%	1560
2025 Q3	$172K	Buy	4,800 +1,000	+26%	+$34.8K	﹤0.01%	1254
2025 Q2	$128K	Buy	+3,800	New	+$120K	﹤0.01%	1308
2024 Q4	$122K	Sell	3,800 -1,000	-21%	-$34K	﹤0.01%	1174
2024 Q3	$165K	Hold	4,800	–	–	0.01%	994
2024 Q2	$151K	Hold	4,800	–	–	﹤0.01%	1005
2024 Q1	$152K	Hold	4,800	–	–	0.01%	900
2023 Q4	$141K	Sell	4,800 -71	-1%	-$1.98K	0.01%	892
2023 Q3	$131K	Hold	4,871	–	–	0.01%	833
2023 Q2	$140K	Hold	4,871	–	–	0.01%	825
2023 Q1	$133K	Buy	4,871 +500	+11%	+$14.3K	0.01%	818
2022 Q4	$122K	Buy	4,371 +200	+5%	+$5.55K	0.01%	750
2022 Q3	$115K	Buy	4,171 +1,100	+36%	+$30.7K	0.01%	727
2022 Q2	$83K	Buy	3,071 +3,000	+4,225%	+$87.4K	0.01%	814
2022 Q1	$2K	Buy	+71	New	+$2.16K	﹤0.01%	2201

Other funds holding KNGZ

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

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NFG

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Global Retirement Partners's KNGZ Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) position steady in Q4 2025 at 4,800 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Global Retirement Partners first reported a position in KNGZ in Q1 2022 and has held it in 15 quarters since. 41 funds tracked by Wall St. Rank hold KNGZ as of Q4 2025.

Global Retirement Partners held 4,800 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $172K as of Q4 2025.
Global Retirement Partners left its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF share count unchanged in Q4 2025.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1560 holding.
Global Retirement Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2022 and has held it in 15 quarters since.
41 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.