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First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) Institutional Ownership

$34.58 +0.11 (+0.32%)
As of 07/3/2025 02:20 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust S&P 500 Diversified Dividend Aristocrats ETF (NASDAQ:KNGZ)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$8.87M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.48M
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KNGZ Institutional Buying and Selling by Quarter

First Trust S&P 500 Diversified Dividend Aristocrats ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.12,336$397K0.0%+31.6%0.851%
5/16/2025Goldman Sachs Group Inc.12,336$397K0.0%+31.6%0.851%
5/8/2025Harbour Investments Inc.3,162$102K0.0%-47.0%0.218%
5/8/2025Collaborative Wealth Managment Inc.24,863$801K0.4%-5.2%1.715%
5/7/2025LPL Financial LLC362,097$11.66M0.0%-6.2%24.972%
5/6/2025Cetera Investment Advisers11,150$359K0.0%+15.2%0.769%
5/6/2025Brookwood Investment Group LLC7,182$231K0.0%N/A0.495%
5/2/2025Legacy Capital Wealth Partners LLC24,965$804K0.2%N/A1.722%
4/29/2025Envestnet Asset Management Inc.15,767$508K0.0%-26.2%1.087%
4/28/2025D.A. Davidson & CO.67,217$2.17M0.0%+5.0%4.636%
4/22/2025Cambridge Investment Research Advisors Inc.11,566$373K0.0%+78.2%0.798%
4/22/2025Woodmont Investment Counsel LLC18,446$594K0.0%+20.9%1.272%
4/17/2025Janney Montgomery Scott LLC10,603$342K0.0%N/A0.731%
4/11/2025Signal Advisors Wealth LLC29,149$939K0.1%N/A2.010%
4/9/2025NBC Securities Inc.19,403$624K0.1%+121,168.8%1.294%
2/17/2025Cetera Investment Advisers9,682$312K0.0%+5.6%0.668%
2/17/2025Citadel Advisors LLC46,640$1.50M0.0%N/A3.217%
2/13/2025Envestnet Asset Management Inc.21,378$689K0.0%+50.3%1.474%
2/11/2025Woodmont Investment Counsel LLC15,256$492K0.0%+41.1%1.052%
2/11/2025LPL Financial LLC386,115$12.44M0.0%+2.5%26.629%
2/10/2025Collaborative Wealth Managment Inc.26,224$845K0.4%-5.1%1.809%
2/10/2025Harbour Investments Inc.5,970$192K0.0%N/A0.412%
2/5/2025Kovack Advisors Inc.36,000$1.16M0.1%+100.0%2.483%
2/3/2025Private Advisor Group LLC22,207$715K0.0%-5.5%1.532%
1/31/2025Global Retirement Partners LLC3,800$122K0.0%-20.8%0.271%
1/31/2025D.A. Davidson & CO.63,997$2.06M0.0%+88.7%4.571%
1/30/2025Nations Financial Group Inc. IA ADV17,202$554K0.0%-1.9%1.229%
1/28/2025Tandem Financial LLC1,000$32K0.0%N/A0.071%
1/8/2025International Assets Investment Management LLC7,251$233K0.0%N/A0.537%
11/13/2024D.A. Davidson & CO.33,918$1.17M0.0%+27.2%2.827%
11/8/2024Darwin Wealth Management LLC3,215$111K0.0%N/A0.268%
10/31/2024Woodmont Investment Counsel LLC10,816$372K0.0%N/A0.901%
10/15/2024NBC Securities Inc.11,768$404K0.0%+1,138.7%1.023%
8/9/2024Collaborative Wealth Managment Inc.30,732$966K0.5%-18.4%2.794%
7/30/2024International Assets Investment Management LLC7,251$228K0.0%-17.5%0.659%
7/29/2024Nations Financial Group Inc. IA ADV17,543$551K0.0%+2.0%1.595%
5/9/2024Private Portfolio Partners LLC9,774$309K0.1%N/A0.977%
4/30/2024Private Advisor Group LLC23,206$734K0.0%N/A2.321%
4/23/2024Global Retirement Partners LLC4,800$152K0.0%N/A0.505%
4/23/2024Nations Financial Group Inc. IA ADV17,193$544K0.0%N/A1.810%
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KNGZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KNGZ shares?

During the previous two years, 23 institutional investors and hedge funds held shares of First Trust S&P 500 Diversified Dividend Aristocrats ETF. The most heavily invested institutionals were LPL Financial LLC ($11.66M), D.A. Davidson & CO. ($2.17M), Citadel Advisors LLC ($1.50M), Kovack Advisors Inc. ($1.16M), Signal Advisors Wealth LLC ($939K), Legacy Capital Wealth Partners LLC ($804K), and Collaborative Wealth Managment Inc. ($801K).Learn more on First Trust S&P 500 Diversified Dividend Aristocrats ETF's institutional investors.

Which institutional investors have been buying First Trust S&P 500 Diversified Dividend Aristocrats ETF's stock?

Of the 22 institutional investors that purchased First Trust S&P 500 Diversified Dividend Aristocrats ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citadel Advisors LLC ($46.64K), D.A. Davidson & CO. ($40.56K), NBC Securities Inc. ($30.21K), Signal Advisors Wealth LLC ($29.15K), Legacy Capital Wealth Partners LLC ($24.97K), Private Advisor Group LLC ($23.21K), and Woodmont Investment Counsel LLC ($18.45K).

How much institutional buying is happening at First Trust S&P 500 Diversified Dividend Aristocrats ETF?

Institutional investors have bought a total of 273,118 shares in the last 24 months. This purchase volume represents approximately $8.87M in transactions.

Which of First Trust S&P 500 Diversified Dividend Aristocrats ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust S&P 500 Diversified Dividend Aristocrats ETF stock in the last 24 months: LPL Financial LLC ($24.02K), Collaborative Wealth Managment Inc. ($9.70K), Envestnet Asset Management Inc. ($5.61K), Harbour Investments Inc. ($2.81K), International Assets Investment Management LLC ($1.54K), Private Advisor Group LLC ($1.29K), and Global Retirement Partners LLC ($1K).

How much institutional selling is happening at First Trust S&P 500 Diversified Dividend Aristocrats ETF?

Institutional investors have sold a total of 46,302 shares in the last 24 months. This volume of shares sold represents approximately $1.48M in transactions.



This page (NASDAQ:KNGZ) was last updated on 7/4/2025 by MarketBeat.com Staff
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