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

First Trust S&P 500 Diversified Dividend Aristocrats ETF logo
$41.44 -0.24 (-0.58%)
Closing price 03:59 PM Eastern
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$41.44 0.00 (0.00%)
As of 05:33 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust S&P 500 Diversified Dividend Aristocrats ETF (NASDAQ:KNGZ)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$5.02M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.02M
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KNGZ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers15,815$570K0.0%+7.3%0.988%
5/5/2026 D.A. Davidson & CO.61,936$2.23M0.0%+2.2%3.871%
4/17/2026 Total Clarity Wealth Management Inc.7,094$256K0.1%+19.7%0.458%
4/17/2026 Signal Advisors Wealth LLC46,564$1.68M0.1%+1.3%3.004%
4/15/2026 Nations Financial Group Inc. IA ADV21,333$768K0.0%-1.4%1.376%
2/17/2026 Cetera Investment Advisers14,733$528K0.0%+23.6%0.951%
2/17/2026 Osaic Holdings Inc.52,239$1.87M0.0%+18.4%3.370%
2/16/2026 17 Capital Partners LLC8,836$316K0.2%+26.3%0.570%
2/13/2026 Kestra Advisory Services LLC2,138$77K0.0%N/A0.138%
2/12/2026 Orion Porfolio Solutions LLC9,241$331K0.0%+17.3%0.596%
2/12/2026 Commonwealth Equity Services LLC7,555$271K0.0%+6.2%0.487%
2/11/2026 Janney Montgomery Scott LLC11,529$413K0.0%-6.3%0.744%
2/11/2026 LPL Financial LLC458,411$16.42M0.0%+13.5%29.575%
2/9/2026 Collaborative Wealth Managment Inc.11,427$409K0.1%-36.9%0.737%
2/9/2026 Harbour Investments Inc.4,089$146K0.0%+29.3%0.264%
2/2/2026 Total Clarity Wealth Management Inc.5,926$212K0.1%N/A0.382%
1/29/2026 D.A. Davidson & CO.60,587$2.17M0.0%-4.0%3.787%
1/23/2026 Farther Finance Advisors LLC1,173$42K0.0%+317.4%0.073%
1/21/2026 Sound Income Strategies LLC1,472$55K0.0%N/A0.092%
1/16/2026 Legacy Capital Wealth Partners LLC19,032$682K0.1%-7.3%1.190%
11/17/2025 Susquehanna International Group LLP28,031$1.00M0.0%+94.1%1.869%
11/17/2025 Citadel Advisors LLC7,289$261K0.0%-57.8%0.486%
11/14/2025 17 Capital Partners LLC6,996$251K0.1%N/A0.466%
11/14/2025 Raymond James Financial Inc.6,737$241K0.0%+400.9%0.449%
11/13/2025 Private Advisor Group LLC10,410$373K0.0%-13.0%0.694%
11/12/2025 Orion Porfolio Solutions LLC7,875$282K0.0%N/A0.525%
11/7/2025 Collaborative Wealth Managment Inc.18,120$649K0.3%-12.5%1.208%
11/6/2025 Proactive Wealth Strategies LLC5,737$205K0.1%N/A0.382%
11/5/2025 J.W. Cole Advisors Inc.15,501$555K0.0%-5.8%1.033%
11/5/2025 Envestnet Asset Management Inc.16,414$588K0.0%+2.5%1.094%
11/3/2025 AE Wealth Management LLC14,502$519K0.0%+20.7%0.967%
10/28/2025 Nations Financial Group Inc. IA ADV21,633$775K0.0%+31.0%1.442%
10/22/2025 D.A. Davidson & CO.63,102$2.26M0.0%-1.7%4.207%
10/21/2025 Global Retirement Partners LLC4,800$172K0.0%+26.3%0.320%
10/21/2025 Brookwood Investment Group LLC6,341$227K0.0%-8.6%0.423%
10/10/2025 Signal Advisors Wealth LLC45,815$1.64M0.1%+18.3%3.054%
9/4/2025 Osaic Holdings Inc.33,151$1.12M0.0%+116.2%2.210%
8/14/2025 Raymond James Financial Inc.1,345$45K0.0%N/A0.090%
8/14/2025 Darwin Wealth Management LLC3,380$114K0.0%N/A0.225%
8/13/2025 Legacy Capital Wealth Partners LLC20,509$690K0.1%-17.8%1.367%
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8/12/2025 J.W. Cole Advisors Inc.16,448$553K0.0%-10.0%1.097%
8/8/2025 Collaborative Wealth Managment Inc.20,710$696K0.3%-16.7%1.381%
8/8/2025 Cetera Investment Advisers11,879$399K0.0%+6.5%0.792%
8/6/2025 AE Wealth Management LLC12,019$404K0.0%+23.8%0.801%
7/30/2025 D.A. Davidson & CO.64,213$2.16M0.0%-4.5%4.281%
7/29/2025 Private Trust Co. NA1,530$51K0.0%N/A0.102%
7/25/2025Atria Wealth Solutions Inc.44,610$1.50M0.0%N/A2.974%
7/25/2025 Envestnet Portfolio Solutions Inc.36,583$1.23M0.0%N/A2.439%
7/22/2025 Woodmont Investment Counsel LLC20,978$705K0.0%+13.7%1.399%
7/17/2025 Janney Montgomery Scott LLC13,045$439K0.0%+23.0%0.870%
7/11/2025 Farther Finance Advisors LLC2,815$95K0.0%N/A0.188%
7/10/2025 Signal Advisors Wealth LLC38,739$1.30M0.1%+32.9%2.583%
6/27/2025 Goldman 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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%


KNGZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 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 ($16.42M), D.A. Davidson & CO. ($2.23M), Osaic Holdings Inc. ($1.87M), Signal Advisors Wealth LLC ($1.68M), Atria Wealth Solutions Inc. ($1.50M), Envestnet Portfolio Solutions Inc. ($1.23M), and Kovack Advisors Inc. ($1.16M).Learn more on First Trust S&P 500 Diversified Dividend Aristocrats ETF's institutional investors.

Of the 35 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: LPL Financial LLC ($64.12K), Citadel Advisors LLC ($46.64K), Signal Advisors Wealth LLC ($46.41K), Atria Wealth Solutions Inc. ($44.61K), D.A. Davidson & CO. ($41.91K), Envestnet Portfolio Solutions Inc. ($36.58K), and NBC Securities Inc. ($30.21K).

Institutional investors have bought a total of 140,480 shares in the last 24 months. This purchase volume represents approximately $5.02M in transactions.

Of the 9 institutional investors that sold First Trust S&P 500 Diversified Dividend Aristocrats ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($9.98K), Collaborative Wealth Managment Inc. ($9.28K), D.A. Davidson & CO. ($3.63K), Private Advisor Group LLC ($1.55K), Legacy Capital Wealth Partners LLC ($1.50K), J.W. Cole Advisors Inc. ($947.00), and Janney Montgomery Scott LLC ($772.00).

Institutional investors have sold a total of 28,563 shares in the last 24 months. This volume of shares sold represents approximately $1.02M in transactions.


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Institutional ownership data for NASDAQ:KNGZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/13/2026. New 13F filings are added each quarter as they're published.
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