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

19 hedge funds and large institutions have $17.6M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $13.8M → $17.6M (+$3.8M)

5.02% more ownership

Funds ownership: 45.85%50.88% (+5%)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.4M +$3.29M +105,539 +41%
CWM
2
Collaborative Wealth Management
Florida
$966K -$216K -6,919 -18%
DADC
3
D.A. Davidson & Co
Montana
$838K +$528K +16,932 +174%
PAG
4
Private Advisor Group
New Jersey
$738K +$9.07K +291 +1%
KA
5
Kovack Advisors
Florida
$566K +$561K +18,000 New
NFG
6
Nations Financial Group
Iowa
$551K +$10.9K +350 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$500K -$312K -10,015 -39%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$434K +$169K +5,422 +65%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$372K +$5.8K +186 +2%
PPP
10
Private Portfolio Partners
New Jersey
$307K
Goldman Sachs
11
Goldman Sachs
New York
$294K
IAIM
12
International Assets Investment Management
Florida
$228K -$47.8K -1,535 -17%
Osaic Holdings
13
Osaic Holdings
Arizona
$210K -$63.5K -2,038 -23%
GRP
14
Global Retirement Partners
California
$151K
NS
15
NBC Securities
Alabama
$29K -$4.49K -144 -13%
IA
16
IFP Advisors
Florida
$1.5K -$31 -1 -2%
Morgan Stanley
17
Morgan Stanley
New York
$49
Wells Fargo
18
Wells Fargo
California
$31
Fidelity Investments
19
Fidelity Investments
Massachusetts
$31 +$31 +1 New
IGWM
20
ICA Group Wealth Management
Colorado
-$61.7K -1,950 Closed
UBS Group
21
UBS Group
Switzerland
-$2.66K -84 Closed

KNGZ Hedge Fund Activity: Q2 2024 in Review

19 of the 6,925 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 Q2 2024, worth a combined $17.6M — up 28% from $13.8M a quarter earlier.

Fund positioning in KNGZ was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.29M. The largest seller was Susquehanna International Group, cutting an estimated $312K.

  • 19 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $17.6M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q2 2024, up 28% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q2 2024 and 2 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 Q2 2024 was LPL Financial, an estimated $3.29M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q2 2024 was Susquehanna International Group, an estimated $312K sold.

Based on aggregated 13F filings for Q2 2024.