First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
6 hedge funds and large institutions have $1.65M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
78% more capital invested
Capital invested by funds: $925K → $1.65M (+$721K)
20% more funds holding
Funds holding: 5 → 6 (+1)
13.25% more ownership
Funds ownership: 20.67% → 33.91% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$700K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$253K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$86.9K |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$879 |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$356 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$118K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $649K | +$700K | +33,456 | New |
|
|
2
LPL Financial
San Diego,
California
| $423K | -$118K | -5,636 | -21% |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $279K | +$86.9K | +4,153 | +41% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $274K | +$253K | +12,073 | +583% |
|
|
WAP
5
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $20K | +$356 | +17 | +2% |
|
|
RCG
6
Ruggie Capital Group
Tavares,
Florida
| $1K | +$879 | +42 | New |
|
|
SWP
7
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$15K | -657 | Closed |
|
KNGZ Hedge Fund Activity: Q4 2018 in Review
6 of the 4,489 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 Q4 2018, worth a combined $1.65M — up 78% from $925K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new KNGZ positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $700K. The largest seller was LPL Financial, cutting an estimated $118K.
- 6 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q4 2018, up from 5 in Q3 2018.
- Funds reported $1.65M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q4 2018, up 78% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q4 2018 and 1 closed out, a net change of +1 holder.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF buyer in Q4 2018 was Jane Street, an estimated $700K added.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q4 2018 was LPL Financial, an estimated $118K sold.
Based on aggregated 13F filings for Q4 2018.