First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
13 hedge funds and large institutions have $14M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
6% more capital invested
Capital invested by funds: $13.2M → $14M (+$797K)
2.72% more ownership
Funds ownership: 51.21% → 53.93% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$269K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$124K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$43.1K |
| 5 |
PPP
Private Portfolio Partners
Paramus,
New Jersey
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$179K |
| 2 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$178K |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$55.9K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$29 |
KNGZ Hedge Fund Activity: Q3 2023 in Review
13 of the 6,301 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 2023, worth a combined $14M — up 6% from $13.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new KNGZ positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.39M. The largest seller was Osaic Holdings, cutting an estimated $179K.
- 13 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q3 2023, up from 12 in Q2 2023.
- Funds reported $14M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q3 2023, up 6% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q3 2023 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 Q3 2023 was LPL Financial, an estimated $1.39M added.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q3 2023 was Osaic Holdings, an estimated $179K sold.
Based on aggregated 13F filings for Q3 2023.