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

Stratos Wealth 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
2018
Q4 		– Sell
-657
Closed -$15K – 1722
2018
Q3 		$15K Buy
+657
New +$14.6K ﹤0.01% 2004
2018
Q2 		– Sell
-657
Closed -$14K – 1843
2018
Q1 		$14K Buy
+657
New +$14.4K ﹤0.01% 2164

Other funds holding KNGZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return

Stratos Wealth Partners's KNGZ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q4 2018, closing a stake of 657 shares — an estimated $15K sold.

Stratos Wealth Partners first reported a position in KNGZ in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 6 funds tracked by Wall St. Rank hold KNGZ as of Q4 2018.

  • Stratos Wealth Partners reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 657 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q4 2018, an estimated $15K.
  • Stratos Wealth Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $15K in Q3 2018.
  • 6 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 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.