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

Rockefeller Capital Management’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 		$15.8K Buy
439
+16
+4% +$595 ﹤0.01% 3798
2025
Q4 		$15.2K Buy
+423
New +$15K ﹤0.01% 3637

Other funds holding KNGZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $1.46B AUM 14.11% 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 $1.87B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Rockefeller Capital Management's KNGZ Position: Q1 2026 in Review

Rockefeller Capital Management increased its First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) stake by 3.8% in Q1 2026, buying an estimated $595 and bringing the position to 439 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3798.

Rockefeller Capital Management first reported a position in KNGZ in Q4 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold KNGZ as of Q1 2026.

  • Rockefeller Capital Management held 439 shares of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF worth $15.8K as of Q1 2026.
  • Rockefeller Capital Management bought 16 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q1 2026, an estimated $595.
  • First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3798 holding.
  • Rockefeller Capital Management first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q4 2025 and has held it in 2 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 Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.