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

Woodmont Investment Counsel’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
Q3 		– Sell
-20,978
Closed -$705K – 280
2025
Q2 		$705K Buy
20,978
+2,532
+14% +$80K 0.05% 176
2025
Q1 		$594K Buy
18,446
+3,190
+21% +$105K 0.04% 178
2024
Q4 		$492K Buy
15,256
+4,440
+41% +$151K 0.04% 189
2024
Q3 		$372K Buy
+10,816
New +$354K 0.03% 202

Other funds holding KNGZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

Woodmont Investment Counsel's KNGZ Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q3 2025, closing a stake of 20,978 shares — an estimated $705K sold.

Woodmont Investment Counsel first reported a position in KNGZ in Q3 2024 and held it in 4 quarters. The position peaked at $705K in Q2 2025. 35 funds tracked by Wall St. Rank hold KNGZ as of Q3 2025.

  • Woodmont Investment Counsel reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 20,978 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q3 2025, an estimated $705K.
  • Woodmont Investment Counsel first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q3 2024 and held it in 4 quarters.
  • Woodmont Investment Counsel's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $705K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.