We are live on ! Find out more
KNGZ icon

First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF

6 hedge funds and large institutions have $1.02M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 66 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3.38% less ownership

Funds ownership: 27.23%23.85% (-3.4%)

8% less capital invested

Capital invested by funds: $1.11M → $1.02M (-$93K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
6
Holders Change
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$392K -$61.3K -2,863 -13%
Osaic Holdings
2
Osaic Holdings
Arizona
$270K -$68.7K -3,210 -20%
AIP
3
Ahrens Investment Partners
Louisiana
$243K
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$112K
UBS Group
5
UBS Group
Switzerland
$3K -$1.58K -74 -34%
PAG
6
Private Advisor Group
New Jersey
-$12K -605 Closed
Wells Fargo
7
Wells Fargo
California
+$21 +1 New

KNGZ Hedge Fund Activity: Q3 2020 in Review

6 of the 4,956 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 2020, worth a combined $1.02M — down 8.4% from $1.11M a quarter earlier.

Fund positioning in KNGZ was balanced in Q3 2020: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $21. The largest seller was Osaic Holdings, cutting an estimated $68.7K.

  • 6 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.02M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q3 2020, down 8.4% 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 2020 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 2020 was Wells Fargo, an estimated $21 added.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q3 2020 was Osaic Holdings, an estimated $68.7K sold.

Based on aggregated 13F filings for Q3 2020.