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

27 hedge funds and large institutions have $24.4M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

29% more funds holding

Funds holding: 2127 (+6)

15% more capital invested

Capital invested by funds: $21.2M → $24.4M (+$3.13M)

2.31% more ownership

Funds ownership: 53.73%56.04% (+2.3%)

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.4M +$321K +9,444 +3%
DADC
2
D.A. Davidson & Co
Montana
$2.06M +$1.02M +30,079 +89%
Citadel Advisors
3
Citadel Advisors
Florida
$1.5M +$1.59M +46,640 New
KA
4
Kovack Advisors
Florida
$1.16M +$612K +18,000 +100%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.12M +$482K +14,176 +69%
CWM
6
Collaborative Wealth Management
Florida
$845K -$48.1K -1,415 -5%
PAG
7
Private Advisor Group
New Jersey
$715K -$44K -1,294 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$689K +$243K +7,157 +50%
NFG
9
Nations Financial Group
Iowa
$554K -$11.6K -341 -2%
WIC
10
Woodmont Investment Counsel
Tennessee
$492K +$151K +4,440 +41%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$424K +$4.83K +142 +1%
PPP
12
Private Portfolio Partners
New Jersey
$314K +$340 +10 +0.1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$312K +$17.4K +513 +6%
AWM
14
AE Wealth Management
Kansas
$309K +$79.3K +2,332 +32%
Goldman Sachs
15
Goldman Sachs
New York
$302K
IAIM
16
International Assets Investment Management
Florida
$233K +$246K +7,251 New
Osaic Holdings
17
Osaic Holdings
Arizona
$228K +$13K +382 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$209K +$221K +6,491 New
HI
19
Harbour Investments
Wisconsin
$192K +$203K +5,970 New
GRP
20
Global Retirement Partners
California
$122K -$34K -1,000 -21%
DWM
21
Darwin Wealth Management
Florida
$109K +$5.61K +165 +5%
TF
22
Tandem Financial
Colorado
$32.2K +$34K +1,000 New
RWPA
23
Richard W. Paul & Associates
Michigan
$6.46K +$6.83K +201 New
IA
24
IFP Advisors
Florida
$1.14K -$136 -4 -10%
NS
25
NBC Securities
Alabama
$522 -$399K -11,752 -100%

KNGZ Hedge Fund Activity: Q4 2024 in Review

27 of the 7,593 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 Q4 2024, worth a combined $24.4M — up 15% from $21.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KNGZ positions and 0 closed out — a net gain of 6 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.59M. The largest seller was NBC Securities, cutting an estimated $399K.

  • 27 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $24.4M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q4 2024 and 0 closed out, a net change of +6 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF buyer in Q4 2024 was Citadel Advisors, an estimated $1.59M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q4 2024 was NBC Securities, an estimated $399K sold.

Based on aggregated 13F filings for Q4 2024.