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

ICA Group 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
2024 Q2	–	Sell	-1,950	Closed	-$61.7K	–	1065
2024 Q1	$61.7K	Hold	1,950	–	–	0.01%	502
2023 Q4	$58K	Buy	+1,950	New	+$54.3K	0.01%	479
2023 Q3	–	Sell	-1,950	Closed	-$55.9K	–	748
2023 Q2	$55.9K	Sell	1,950 -200	-9%	-$5.57K	0.01%	471
2023 Q1	$61K	Hold	2,150	–	–	0.01%	440
2022 Q4	$60.2K	Buy	+2,150	New	+$59.7K	0.01%	475

Other funds holding KNGZ

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PPP

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

ICA Group Wealth Management's KNGZ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q2 2024, closing a stake of 1,950 shares — an estimated $61.7K sold.

ICA Group Wealth Management first reported a position in KNGZ in Q4 2022 and held it in 5 quarters. The position peaked at $61.7K in Q1 2024. 19 funds tracked by Wall St. Rank hold KNGZ as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,950 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q2 2024, an estimated $61.7K.
ICA Group Wealth Management 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 5 quarters.
ICA Group Wealth Management's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $61.7K in Q1 2024.
19 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.