First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
5 hedge funds and large institutions have $925K invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
17.03% less ownership
Funds ownership: 37.7% → 20.67% (-17%)
43% less capital invested
Capital invested by funds: $1.62M → $925K (-$693K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$204K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$20K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$14.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$760K |
| 2 |
LPL Financial
San Diego,
California
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $614K | -$209K | -9,423 | -26% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $228K | +$204K | +9,199 | +920% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $46K | +$20K | +900 | +77% |
|
|
WAP
4
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $22K | – | – | – |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $15K | +$14.6K | +657 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$760K | -35,386 | Closed |
|
KNGZ Hedge Fund Activity: Q3 2018 in Review
5 of the 4,375 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 Q3 2018, worth a combined $925K — down 43% from $1.62M a quarter earlier.
Fund positioning in KNGZ was balanced in Q3 2018: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Advisor Group, adding an estimated $204K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $760K sold.
- 5 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $925K of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q3 2018, down 43% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q3 2018 and 1 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF buyer in Q3 2018 was Advisor Group, an estimated $204K added.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q3 2018 was Susquehanna International Group, an estimated $760K sold.
Based on aggregated 13F filings for Q3 2018.