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

Private Trust Company’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	$61.3K	Hold	1,530	–	–	﹤0.01%	1282
2026 Q1	$55.1K	Hold	1,530	–	–	﹤0.01%	1261
2025 Q4	$54.8K	Hold	1,530	–	–	﹤0.01%	1249
2025 Q3	$54.8K	Hold	1,530	–	–	﹤0.01%	1228
2025 Q2	$51.4K	Buy	+1,530	New	+$48.4K	﹤0.01%	1209

Other funds holding KNGZ

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 22.96% 1-Year Est. Return

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

Private Trust Company's KNGZ Position: Q2 2026 in Review

Private Trust Company held its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) position steady in Q2 2026 at 1,530 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Private Trust Company first reported a position in KNGZ in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold KNGZ as of Q2 2026.

Private Trust Company held 1,530 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $61.3K as of Q2 2026.
Private Trust Company left its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1282 holding.
Private Trust Company first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q2 2025 and has held it in 5 quarters since.
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 Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.