First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
8 hedge funds and large institutions have $1.1M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
11.06% less ownership
Funds ownership: 33.88% → 22.82% (-11%)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
42% less capital invested
Capital invested by funds: $1.89M → $1.1M (-$793K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$276 |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$782K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$50K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$35K |
| 4 |
LPL Financial
San Diego,
California
|
-$5.45K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$4.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $375K | -$5.45K | -237 | -1% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $278K | -$50K | -2,172 | -16% |
|
|
AIP
3
Ahrens Investment Partners
Lafayette,
Louisiana
| $276K | -$4.23K | -184 | -2% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $101K | -$3.64K | -158 | -4% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $34K | – | – | – |
|
|
WAP
6
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $25K | +$276 | +12 | +1% |
|
|
VCP
7
Verus Capital Partners
Scottsdale,
Arizona
| $8K | +$7.55K | +328 | New |
|
|
8
Jane Street
New York
| – | -$782K | -35,034 | Closed |
|
|
FAAS
9
First Allied Advisory Services
San Diego,
California
| – | -$35K | -1,565 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | -$1K | -50 | Closed |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| – | +$23 | +1 | New |
|
KNGZ Hedge Fund Activity: Q4 2019 in Review
8 of the 5,075 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 2019, worth a combined $1.1M — down 42% from $1.89M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of KNGZ and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Wealthcare Advisory Partners, adding an estimated $276. The largest seller was Jane Street, exiting entirely with an estimated $782K sold.
- 8 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q4 2019, down from 9 in Q3 2019.
- Funds reported $1.1M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q4 2019, down 42% 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 2019 and 3 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 2019 was Wealthcare Advisory Partners, an estimated $276 added.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q4 2019 was Jane Street, an estimated $782K sold.
Based on aggregated 13F filings for Q4 2019.