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

IFP Advisors’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 		– Sell
-35
Closed -$1.25K – 4976
2025
Q3 		$1.25K Sell
35
-1
-3% -$35 ﹤0.01% 3856
2025
Q2 		$1.2K Buy
36
+1
+3% +$32 ﹤0.01% 4151
2025
Q1 		$1.14K Hold
35
– – ﹤0.01% 3305
2024
Q4 		$1.14K Sell
35
-4
-10% -$136 ﹤0.01% 3251
2024
Q3 		$1.34K Sell
39
-9
-19% -$295 ﹤0.01% 3026
2024
Q2 		$1.5K Sell
48
-1
-2% -$31 ﹤0.01% 2890
2024
Q1 		$1.57K Buy
49
+5
+11% +$151 ﹤0.01% 2756
2023
Q4 		$1.32K Sell
44
-388
-90% -$10.8K ﹤0.01% 2768
2023
Q3 		$11.8K Buy
432
+4
+0.9% +$115 ﹤0.01% 2185
2023
Q2 		$12.3K Sell
428
-27
-6% -$752 ﹤0.01% 2223
2023
Q1 		$9.81K Sell
455
-270
-37% -$7.75K ﹤0.01% 2290
2022
Q4 		$16K Buy
725
+6
+0.8% +$167 ﹤0.01% 3069
2022
Q3 		$15K Buy
719
+4
+0.6% +$112 ﹤0.01% 3332
2022
Q2 		$15K Hold
715
– – ﹤0.01% 3091
2022
Q1 		$15K Buy
715
+9
+1% +$274 ﹤0.01% 3091
2021
Q4 		$22K Buy
706
+2
+0.3% +$60 ﹤0.01% 1902
2021
Q3 		$20K Buy
704
+4
+0.6% +$118 ﹤0.01% 1977
2021
Q2 		$21K Buy
+700
New +$20.7K ﹤0.01% 1907
2020
Q1 		– Sell
-1,400
Closed -$30.2K – 2883
2019
Q4 		$34K Hold
1,400
– – ﹤0.01% 1407
2019
Q3 		$31K Buy
+1,400
New +$30.7K ﹤0.01% 1577

Other funds holding KNGZ

LPL Financial
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
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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IFP Advisors's KNGZ Position: Q4 2025 in Review

IFP Advisors sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q4 2025, closing a stake of 35 shares — an estimated $1.25K sold.

IFP Advisors first reported a position in KNGZ in Q3 2019 and held it in 20 quarters. The position peaked at $34K in Q4 2019. 41 funds tracked by Wall St. Rank hold KNGZ as of Q4 2025.

  • IFP Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 35 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q4 2025, an estimated $1.25K.
  • IFP Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q3 2019 and held it in 20 quarters.
  • IFP Advisors's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $34K in Q4 2019.
  • 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 IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.