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

Stonebridge Financial Planning 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
2021 Q4	–	Sell	-300	Closed	-$9K	–	415
2021 Q3	$9K	Hold	300	–	–	﹤0.01%	351
2021 Q2	$9K	Hold	300	–	–	﹤0.01%	360
2021 Q1	$9K	Buy	+300	New	+$8.01K	0.01%	361

Other funds holding KNGZ

CWM

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

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

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

AIP

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

PAG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Stonebridge Financial Planning Group's KNGZ Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q4 2021, closing a stake of 300 shares — an estimated $9K sold.

Stonebridge Financial Planning Group first reported a position in KNGZ in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 14 funds tracked by Wall St. Rank hold KNGZ as of Q4 2021.

Stonebridge Financial Planning Group reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q4 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 300 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q4 2021, an estimated $9K.
Stonebridge Financial Planning Group first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2021 and held it in 3 quarters.
Stonebridge Financial Planning Group's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $9K in Q3 2021.
14 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 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.