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

Legacy Capital Wealth 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
2026
Q1 		$686K Buy
19,043
+11
+0.1% +$409 0.14% 157
2025
Q4 		$682K Sell
19,032
-1,503
-7% -$53.4K 0.15% 150
2025
Q3 		$735K Buy
20,535
+26
+0.1% +$904 0.16% 136
2025
Q2 		$690K Sell
20,509
-4,456
-18% -$141K 0.16% 135
2025
Q1 		$804K Buy
+24,965
New +$823K 0.2% 105

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Legacy Capital Wealth Partners's KNGZ Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 0.06% in Q1 2026, buying an estimated $409 and bringing the position to 19,043 shares worth $686K. The position accounts for 0.14% of the portfolio, ranked #157.

Legacy Capital Wealth Partners first reported a position in KNGZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $804K in Q1 2025. 39 funds tracked by Wall St. Rank hold KNGZ as of Q1 2026.

  • Legacy Capital Wealth Partners held 19,043 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $686K as of Q1 2026.
  • Legacy Capital Wealth Partners bought 11 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q1 2026, an estimated $409.
  • First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #157 holding.
  • Legacy Capital Wealth Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $804K in Q1 2025.
  • 39 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 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.