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

UBS 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
2025
Q2 		– Sell
-2,861
Closed -$92.2K – 10577
2025
Q1 		$92.2K Buy
+2,861
New +$94.3K ﹤0.01% 7102
2024
Q2 		– Sell
-84
Closed -$2.66K – 9828
2024
Q1 		$2.66K Sell
84
-595
-88% -$17.9K ﹤0.01% 7855
2023
Q4 		$20.2K Buy
679
+427
+169% +$11.9K ﹤0.01% 7097
2023
Q3 		$6.9K Buy
+252
New +$7.24K ﹤0.01% 7264
2023
Q2 		– Sell
-391
Closed -$11.1K – 9292
2023
Q1 		$11.1K Sell
391
-231
-37% -$6.63K ﹤0.01% 7530
2022
Q4 		$17.4K Sell
622
-3,767
-86% -$105K ﹤0.01% 7837
2022
Q3 		$109K Buy
4,389
+4,159
+1,808% +$116K ﹤0.01% 5629
2022
Q2 		$6K Buy
+230
New +$6.7K ﹤0.01% 8686
2022
Q1 		– Sell
-417
Closed -$13K – 10591
2021
Q4 		$13K Sell
417
-8
-2% -$240 ﹤0.01% 8457
2021
Q3 		$12K Buy
425
+389
+1,081% +$11.5K ﹤0.01% 7767
2021
Q2 		$1K Sell
36
-1,258
-97% -$37.1K ﹤0.01% 9157
2021
Q1 		$36K Buy
1,294
+486
+60% +$13K ﹤0.01% 6852
2020
Q4 		$20K Buy
808
+666
+469% +$15.7K ﹤0.01% 6942
2020
Q3 		$3K Sell
142
-74
-34% -$1.58K ﹤0.01% 7539
2020
Q2 		$4K Sell
216
-44
-17% -$859 ﹤0.01% 7457
2020
Q1 		$5K Buy
+260
New +$5.61K ﹤0.01% 7298
2019
Q4 		– Sell
-50
Closed -$1K – 8275
2019
Q3 		$1K Buy
+50
New +$1.1K ﹤0.01% 7839
2018
Q2 		– Sell
-440
Closed -$9K – 8119
2018
Q1 		$9K Buy
440
+199
+83% +$4.36K ﹤0.01% 6937
2017
Q4 		$5K Buy
+241
New +$5.07K ﹤0.01% 7378

Other funds holding KNGZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

UBS Group's KNGZ Position: Q2 2025 in Review

UBS Group sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q2 2025, closing a stake of 2,861 shares — an estimated $92.2K sold.

UBS Group first reported a position in KNGZ in Q4 2017 and held it in 19 quarters. The position peaked at $109K in Q3 2022. 37 funds tracked by Wall St. Rank hold KNGZ as of Q2 2025.

  • UBS Group reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 2,861 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q2 2025, an estimated $92.2K.
  • UBS Group first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q4 2017 and held it in 19 quarters.
  • UBS Group's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $109K in Q3 2022.
  • 37 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 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.