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

Private Portfolio 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
2024 Q4	$314K	Buy	9,759 +10	+0.1%	+$340	0.06%	228
2024 Q3	$335K	Sell	9,749 -25	-0.3%	-$818	0.06%	211
2024 Q2	$307K	Hold	9,774	–	–	0.25%	68
2024 Q1	$309K	Buy	9,774 +117	+1%	+$3.53K	0.06%	212
2023 Q4	$287K	Buy	9,657 +130	+1%	+$3.62K	0.07%	211
2023 Q3	$261K	Buy	9,527 +394	+4%	+$11.3K	0.07%	216
2023 Q2	$262K	Buy	9,133 +1,069	+13%	+$29.8K	0.07%	219
2023 Q1	$229K	Buy	+8,064	New	+$231K	0.06%	231

Other funds holding KNGZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Private Portfolio Partners's KNGZ Position: Q4 2024 in Review

Private Portfolio Partners increased its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 0.1% in Q4 2024, buying an estimated $340 and bringing the position to 9,759 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #228.

Private Portfolio Partners first reported a position in KNGZ in Q1 2023 and has held it in 8 quarters since. The position peaked at $335K in Q3 2024. 27 funds tracked by Wall St. Rank hold KNGZ as of Q4 2024.

Private Portfolio Partners held 9,759 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $314K as of Q4 2024.
Private Portfolio Partners bought 10 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q4 2024, an estimated $340.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #228 holding.
Private Portfolio Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2023 and has held it in 8 quarters since.
Private Portfolio Partners's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $335K in Q3 2024.
27 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.