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

Money Concepts Capital’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
2023
Q1 		– Sell
-200
Closed -$5.6K – 1810
2022
Q4 		$5.6K Buy
+200
New +$5.55K ﹤0.01% 2293
2022
Q2 		– Sell
-200
Closed -$6K – 2096
2022
Q1 		$6K Buy
+200
New +$6.09K ﹤0.01% 2134

Other funds holding KNGZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
PPP
Private Portfolio Partners Paramus, New Jersey $544M AUM 16.46% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Money Concepts Capital's KNGZ Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q1 2023, closing a stake of 200 shares — an estimated $5.6K sold.

Money Concepts Capital first reported a position in KNGZ in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 15 funds tracked by Wall St. Rank hold KNGZ as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q1 2023, an estimated $5.6K.
  • Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $6K in Q1 2022.
  • 15 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 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.