LPL Financial
KNGZ icon

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

LPL Financial’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 		$17.1M Buy
473,685
+15,274
+3% +$568K ﹤0.01% 1577
2025
Q4 		$16.4M Buy
458,411
+54,677
+14% +$1.94M ﹤0.01% 1538
2025
Q3 		$14.5M Buy
403,734
+39,187
+11% +$1.36M ﹤0.01% 1582
2025
Q2 		$12.3M Buy
364,547
+2,450
+0.7% +$77.4K ﹤0.01% 1571
2025
Q1 		$11.7M Sell
362,097
-24,018
-6% -$792K ﹤0.01% 1503
2024
Q4 		$12.4M Buy
386,115
+9,444
+3% +$321K 0.01% 1383
2024
Q3 		$12.9M Buy
376,671
+13,909
+4% +$455K 0.01% 1290
2024
Q2 		$11.4M Buy
362,762
+105,539
+41% +$3.29M 0.01% 1295
2024
Q1 		$8.14M Buy
257,223
+150,428
+141% +$4.53M ﹤0.01% 1459
2023
Q4 		$3.18M Sell
106,795
-238,735
-69% -$6.65M ﹤0.01% 2037
2023
Q3 		$9.46M Buy
345,530
+48,513
+16% +$1.39M 0.01% 1195
2023
Q2 		$8.52M Buy
297,017
+11,640
+4% +$324K 0.01% 1223
2023
Q1 		$8.1M Buy
285,377
+35,372
+14% +$1.02M 0.01% 1222
2022
Q4 		$7M Buy
250,005
+191,403
+327% +$5.31M 0.01% 1246
2022
Q3 		$1.46M Buy
58,602
+12,494
+27% +$349K ﹤0.01% 2229
2022
Q2 		$1.25M Buy
46,108
+416
+0.9% +$12.1K ﹤0.01% 2401
2022
Q1 		$1.4M Buy
45,692
+17,571
+62% +$535K ﹤0.01% 2333
2021
Q4 		$874K Sell
28,121
-2,126
-7% -$63.8K ﹤0.01% 2777
2021
Q3 		$880K Buy
30,247
+189
+0.6% +$5.59K ﹤0.01% 2721
2021
Q2 		$883K Buy
30,058
+4,527
+18% +$134K ﹤0.01% 2671
2021
Q1 		$719K Buy
25,531
+6,005
+31% +$160K ﹤0.01% 2703
2020
Q4 		$480K Buy
19,526
+1,175
+6% +$27.7K ﹤0.01% 2796
2020
Q3 		$392K Sell
18,351
-2,863
-13% -$61.3K ﹤0.01% 2679
2020
Q2 		$434K Buy
21,214
+2,720
+15% +$53.1K ﹤0.01% 2518
2020
Q1 		$326K Buy
18,494
+2,874
+18% +$62K ﹤0.01% 2435
2019
Q4 		$375K Sell
15,620
-237
-1% -$5.45K ﹤0.01% 2604
2019
Q3 		$354K Buy
15,857
+292
+2% +$6.4K ﹤0.01% 2545
2019
Q2 		$340K Sell
15,565
-624
-4% -$13.6K ﹤0.01% 2593
2019
Q1 		$352K Sell
16,189
-5,597
-26% -$117K ﹤0.01% 2506
2018
Q4 		$423K Sell
21,786
-5,636
-21% -$118K ﹤0.01% 2178
2018
Q3 		$614K Sell
27,422
-9,423
-26% -$209K ﹤0.01% 2079
2018
Q2 		$791K Sell
36,845
-12,106
-25% -$258K ﹤0.01% 1798
2018
Q1 		$1.04M Sell
48,951
-25,341
-34% -$555K ﹤0.01% 1578
2017
Q4 		$1.61M Buy
74,292
+39,640
+114% +$833K ﹤0.01% 1207
2017
Q3 		$706K Buy
+34,652
New +$690K ﹤0.01% 1680

Other funds holding KNGZ

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 $1.98B AUM 19.96% 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 $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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial's KNGZ Position: Q1 2026 in Review

LPL Financial increased its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 3.3% in Q1 2026, buying an estimated $568K and bringing the position to 473,685 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

LPL Financial first reported a position in KNGZ in Q3 2017 and has held it in 35 quarters since. 39 funds tracked by Wall St. Rank hold KNGZ as of Q1 2026.

  • LPL Financial held 473,685 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $17.1M as of Q1 2026.
  • LPL Financial bought 15,274 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q1 2026, an estimated $568K.
  • First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1577 holding.
  • LPL Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q3 2017 and has held it in 35 quarters since.
  • 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.