First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
7 hedge funds and large institutions have $1.86M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
69% more capital invested
Capital invested by funds: $1.1M → $1.86M (+$760K)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
19.32% more ownership
Funds ownership: 22.82% → 42.14% (+19%)
13% less funds holding
Funds holding: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$939K |
| 2 |
LPL Financial
San Diego,
California
|
+$62K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$32.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$30.2K |
| 2 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$820 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $767K | +$939K | +43,557 | New |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $507K | +$620K | +28,725 | New |
|
|
3
LPL Financial
San Diego,
California
| $326K | +$62K | +2,874 | +18% |
|
|
AIP
4
Ahrens Investment Partners
Lafayette,
Louisiana
| $202K | – | – | – |
|
|
WAP
5
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $45K | +$32.4K | +1,504 | +145% |
|
|
VCP
6
Verus Capital Partners
Scottsdale,
Arizona
| $5K | -$820 | -38 | -12% |
|
|
7
UBS Group
Zurich,
Switzerland
| $5K | +$5.61K | +260 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| – | -$30.2K | -1,400 | Closed |
|
KNGZ Hedge Fund Activity: Q1 2020 in Review
7 of the 4,539 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 Q1 2020, worth a combined $1.86M — up 69% from $1.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new KNGZ positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $939K. The largest seller was IFP Advisors, exiting entirely with an estimated $30.2K sold.
- 7 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q1 2020, down from 8 in Q4 2019.
- Funds reported $1.86M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q1 2020, up 69% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q1 2020 and 2 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 Q1 2020 was Susquehanna International Group, an estimated $939K added.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q1 2020 was IFP Advisors, an estimated $30.2K sold.
Based on aggregated 13F filings for Q1 2020.