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

Wealthcare Advisory 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
2021 Q2	–	Sell	-2,369	Closed	-$67K	–	1248
2021 Q1	$67K	Buy	+2,369	New	+$63.3K	﹤0.01%	794
2020 Q2	–	Sell	-2,542	Closed	-$45K	–	894
2020 Q1	$45K	Buy	2,542 +1,504	+145%	+$32.4K	0.01%	529
2019 Q4	$25K	Buy	1,038 +12	+1%	+$276	﹤0.01%	703
2019 Q3	$23K	Buy	1,026 +10	+1%	+$219	﹤0.01%	713
2019 Q2	$22K	Buy	1,016 +7	+0.7%	+$153	﹤0.01%	699
2019 Q1	$22K	Buy	1,009 +2	+0.2%	+$42	﹤0.01%	637
2018 Q4	$20K	Buy	1,007 +17	+2%	+$356	﹤0.01%	622
2018 Q3	$22K	Hold	990	–	–	﹤0.01%	648
2018 Q2	$21K	Buy	990 +15	+2%	+$320	﹤0.01%	659
2018 Q1	$21K	Hold	975	–	–	﹤0.01%	571
2017 Q4	$21K	Buy	+975	New	+$20.5K	0.01%	532

Other funds holding KNGZ

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

SWM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $21.8B AUM 28.57% 1-Year Est. Return

Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Wealthcare Advisory Partners's KNGZ Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q2 2021, closing a stake of 2,369 shares — an estimated $67K sold.

Wealthcare Advisory Partners first reported a position in KNGZ in Q4 2017 and held it in 11 quarters. The position peaked at $67K in Q1 2021. 17 funds tracked by Wall St. Rank hold KNGZ as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,369 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q2 2021, an estimated $67K.
Wealthcare Advisory Partners 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 11 quarters.
Wealthcare Advisory Partners's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $67K in Q1 2021.
17 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 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.