LCWP
KNGZ icon

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
Q2 		$764K Buy
19,064
+21
+0.1% +$825 0.15% 139
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 $445B AUM 25.58% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 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 $1.98B AUM 19.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Legacy Capital Wealth Partners's KNGZ Position: Q2 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 0.11% in Q2 2026, buying an estimated $825 and bringing the position to 19,064 shares worth $764K. The position accounts for 0.15% of the portfolio, ranked #139.

Legacy Capital Wealth Partners first reported a position in KNGZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $804K in Q1 2025. 41 funds tracked by Wall St. Rank hold KNGZ as of Q2 2026.

  • Legacy Capital Wealth Partners held 19,064 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $764K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 21 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q2 2026, an estimated $825.
  • First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up 0.15% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #139 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 6 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.
  • 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 Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.