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

Spire Wealth 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
2022 Q2	–	Sell	-25,602	Closed	-$782K	–	2760
2022 Q1	$782K	Sell	25,602 -260	-1%	-$7.92K	0.02%	449
2021 Q4	$804K	Buy	25,862 +100	+0.4%	+$3K	0.02%	545
2021 Q3	$750K	Buy	25,762 +296	+1%	+$8.76K	0.02%	476
2021 Q2	$748K	Buy	+25,466	New	+$751K	0.02%	498

Other funds holding KNGZ

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

NFG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

Spire Wealth Management's KNGZ Position: Q2 2022 in Review

Spire Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q2 2022, closing a stake of 25,602 shares — an estimated $782K sold.

Spire Wealth Management first reported a position in KNGZ in Q2 2021 and held it in 4 quarters. The position peaked at $804K in Q4 2021. 16 funds tracked by Wall St. Rank hold KNGZ as of Q2 2022.

Spire Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 25,602 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q2 2022, an estimated $782K.
Spire Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q2 2021 and held it in 4 quarters.
Spire Wealth Management's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $804K in Q4 2021.
16 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 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.