First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
5 hedge funds and large institutions have $1.62M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
17.65% more ownership
Funds ownership: 20.04% → 37.7% (+18%)
29% less funds holding
Funds holding: 7 → 5 (-2)
36% less capital invested
Capital invested by funds: $2.54M → $1.62M (-$927K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$173K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$21.3K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$320 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$863K |
| 2 |
LPL Financial
San Diego,
California
|
-$258K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$14K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $791K | -$258K | -12,106 | -25% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $760K | +$173K | +8,112 | +30% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | – | – | – |
|
|
WAP
4
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $21K | +$320 | +15 | +2% |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $21K | +$21.3K | +1,000 | New |
|
|
6
Jane Street
New York
| – | -$863K | -40,801 | Closed |
|
|
SWP
7
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$14K | -657 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$9K | -440 | Closed |
|
KNGZ Hedge Fund Activity: Q2 2018 in Review
5 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) for Q2 2018, worth a combined $1.62M — down 36% from $2.54M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of KNGZ and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $173K. The largest seller was Jane Street, exiting entirely with an estimated $863K sold.
- 5 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q2 2018, down from 7 in Q1 2018.
- Funds reported $1.62M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q2 2018, down 36% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q2 2018 and 3 closed out, a net change of -2 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $173K added.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q2 2018 was Jane Street, an estimated $863K sold.
Based on aggregated 13F filings for Q2 2018.