Ladenburg Thalmann Financial Services’s First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF KNGZ Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$101K	Sell	4,179 -158	-4%	-$3.64K	﹤0.01%	2999
2019 Q3	$97K	Sell	4,337 -6,839	-61%	-$150K	﹤0.01%	2959
2019 Q2	$246K	Sell	11,176 -1,611	-13%	-$35.1K	﹤0.01%	2318
2019 Q1	$280K	Sell	12,787 -1,356	-10%	-$28.5K	﹤0.01%	2149
2018 Q4	$274K	Buy	14,143 +12,073	+583%	+$253K	﹤0.01%	1992
2018 Q3	$46K	Buy	2,070 +900	+77%	+$20K	﹤0.01%	3363
2018 Q2	$25K	Hold	1,170	–	–	﹤0.01%	3701
2018 Q1	$25K	Buy	+1,170	New	+$25.6K	﹤0.01%	3701

Other funds holding KNGZ

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KNGZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 3.6% in Q4 2019, selling an estimated $3.64K and leaving 4,179 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

Ladenburg Thalmann Financial Services first reported a position in KNGZ in Q1 2018 and has held it in 8 quarters since. The position peaked at $280K in Q1 2019. 8 funds tracked by Wall St. Rank hold KNGZ as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,179 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $101K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 158 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q4 2019, an estimated $3.64K.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2999 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $280K in Q1 2019.
8 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 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.