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

21 hedge funds and large institutions have $21.2M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $17.6M → $21.2M (+$3.66M)

11% more funds holding

Funds holding: 1921 (+2)

2.85% more ownership

Funds ownership: 50.88%53.73% (+2.9%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.9M +$455K +13,909 +4%
DADC
2
D.A. Davidson & Co
Montana
$1.17M +$238K +7,258 +27%
CWM
3
Collaborative Wealth Management
Florida
$950K -$101K -3,093 -10%
PAG
4
Private Advisor Group
New Jersey
$808K +$131 +4 +0%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$705K +$150K +4,595 +29%
KA
6
Kovack Advisors
Florida
$619K
NFG
7
Nations Financial Group
Iowa
$603K
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$489K +$13.7K +417 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$448K +$38.9K +1,189 +10%
NS
10
NBC Securities
Alabama
$404K +$354K +10,818 +1,139%
WIC
11
Woodmont Investment Counsel
Tennessee
$372K +$354K +10,816 New
PPP
12
Private Portfolio Partners
New Jersey
$335K -$818 -25 -0.3%
Goldman Sachs
13
Goldman Sachs
New York
$322K
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$315K +$300K +9,169 New
AWM
15
AE Wealth Management
Kansas
$249K +$237K +7,250 New
Osaic Holdings
16
Osaic Holdings
Arizona
$230K
GRP
17
Global Retirement Partners
California
$165K
DWM
18
Darwin Wealth Management
Florida
$111K +$105K +3,215 New
IA
19
IFP Advisors
Florida
$1.34K -$295 -9 -19%
Morgan Stanley
20
Morgan Stanley
New York
$54
Wells Fargo
21
Wells Fargo
California
$45
IAIM
22
International Assets Investment Management
Florida
-$228K -7,251 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$31 -1 Closed

KNGZ Hedge Fund Activity: Q3 2024 in Review

21 of the 6,965 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 2024, worth a combined $21.2M — up 21% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KNGZ positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $455K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $228K sold.

  • 21 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q3 2024, up from 19 in Q2 2024.
  • Funds reported $21.2M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF buyer in Q3 2024 was LPL Financial, an estimated $455K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q3 2024 was International Assets Investment Management, an estimated $228K sold.

Based on aggregated 13F filings for Q3 2024.