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

Nations Financial Group’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	$828K	Sell	20,658 -675	-3%	-$26.5K	0.04%	427
2026 Q1	$768K	Sell	21,333 -300	-1%	-$11.2K	0.04%	439
2025 Q4	$775K	Hold	21,633	–	–	0.04%	417
2025 Q3	$775K	Buy	21,633 +5,113	+31%	+$178K	0.05%	384
2025 Q2	$555K	Sell	16,520 -682	-4%	-$21.6K	0.04%	431
2025 Q1	$554K	Hold	17,202	–	–	0.04%	402
2024 Q4	$554K	Sell	17,202 -341	-2%	-$11.6K	0.04%	411
2024 Q3	$603K	Hold	17,543	–	–	0.04%	393
2024 Q2	$551K	Buy	17,543 +350	+2%	+$10.9K	0.05%	382
2024 Q1	$544K	Sell	17,193 -500	-3%	-$15.1K	0.05%	392
2023 Q4	$526K	Hold	17,693	–	–	0.05%	378
2023 Q3	$484K	Buy	17,693 +350	+2%	+$10.1K	0.05%	373
2023 Q2	$497K	Sell	17,343 -151	-0.9%	-$4.21K	0.05%	386
2023 Q1	$497K	Hold	17,494	–	–	0.05%	370
2022 Q4	$490K	Hold	17,494	–	–	0.06%	360
2022 Q3	$435K	Sell	17,494 -1,953	-10%	-$54.5K	0.06%	319
2022 Q2	$526K	Hold	19,447	–	–	0.07%	292
2022 Q1	$594K	Buy	+19,447	New	+$593K	0.07%	290

Other funds holding KNGZ

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nations Financial Group's KNGZ Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 3.2% in Q2 2026, selling an estimated $26.5K and leaving 20,658 shares worth $828K. The position accounts for 0.04% of the portfolio, ranked #427.

Nations Financial Group first reported a position in KNGZ in Q1 2022 and has held it in 18 quarters since. 22 funds tracked by Wall St. Rank hold KNGZ as of Q2 2026.

Nations Financial Group held 20,658 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $828K as of Q2 2026.
Nations Financial Group sold 675 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q2 2026, an estimated $26.5K.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #427 holding.
Nations Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2022 and has held it in 18 quarters since.
22 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 Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.