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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
$39.99 -0.37 (-0.92%)
As of 07/2/2026 01:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$9.25M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.47M
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Skip Chart & View Institutional Buying and Selling Data

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
5/13/2026Cetera Investment Advisers15,815$570K0.0%+7.3%0.988%
5/5/2026D.A. Davidson & CO.61,936$2.23M0.0%+2.2%3.871%
4/17/2026Total Clarity Wealth Management Inc.7,094$256K0.1%+19.7%0.458%
4/17/2026Signal Advisors Wealth LLC46,564$1.68M0.1%+1.3%3.004%
4/15/2026Nations Financial Group Inc. IA ADV21,333$768K0.0%-1.4%1.376%
2/17/2026Cetera Investment Advisers14,733$528K0.0%+23.6%0.951%
2/17/2026Osaic Holdings Inc.52,239$1.87M0.0%+18.4%3.370%
2/16/202617 Capital Partners LLC8,836$316K0.2%+26.3%0.570%
2/13/2026Kestra Advisory Services LLC2,138$77K0.0%N/A0.138%
2/12/2026Orion Porfolio Solutions LLC9,241$331K0.0%+17.3%0.596%
2/12/2026Commonwealth Equity Services LLC7,555$271K0.0%+6.2%0.487%
2/11/2026Janney Montgomery Scott LLC11,529$413K0.0%-6.3%0.744%
2/11/2026LPL Financial LLC458,411$16.42M0.0%+13.5%29.575%
2/9/2026Collaborative Wealth Managment Inc.11,427$409K0.1%-36.9%0.737%
2/9/2026Harbour Investments Inc.4,089$146K0.0%+29.3%0.264%
2/2/2026Total Clarity Wealth Management Inc.5,926$212K0.1%N/A0.382%
1/29/2026D.A. Davidson & CO.60,587$2.17M0.0%-4.0%3.787%
1/23/2026Farther Finance Advisors LLC1,173$42K0.0%+317.4%0.073%
1/21/2026Sound Income Strategies LLC1,472$55K0.0%N/A0.092%
1/16/2026Legacy Capital Wealth Partners LLC19,032$682K0.1%-7.3%1.190%
11/17/2025Susquehanna International Group LLP28,031$1.00M0.0%+94.1%1.869%
11/17/2025Citadel Advisors LLC7,289$261K0.0%-57.8%0.486%
11/14/202517 Capital Partners LLC6,996$251K0.1%N/A0.466%
11/14/2025Raymond James Financial Inc.6,737$241K0.0%+400.9%0.449%
11/13/2025Private Advisor Group LLC10,410$373K0.0%-13.0%0.694%
11/12/2025Orion Porfolio Solutions LLC7,875$282K0.0%N/A0.525%
11/7/2025Collaborative Wealth Managment Inc.18,120$649K0.3%-12.5%1.208%
11/6/2025Proactive Wealth Strategies LLC5,737$205K0.1%N/A0.382%
11/5/2025J.W. Cole Advisors Inc.15,501$555K0.0%-5.8%1.033%
11/5/2025Envestnet Asset Management Inc.16,414$588K0.0%+2.5%1.094%
11/3/2025AE Wealth Management LLC14,502$519K0.0%+20.7%0.967%
10/28/2025Nations Financial Group Inc. IA ADV21,633$775K0.0%+31.0%1.442%
10/22/2025D.A. Davidson & CO.63,102$2.26M0.0%-1.7%4.207%
10/21/2025Global Retirement Partners LLC4,800$172K0.0%+26.3%0.320%
10/21/2025Brookwood Investment Group LLC6,341$227K0.0%-8.6%0.423%
10/10/2025Signal Advisors Wealth LLC45,815$1.64M0.1%+18.3%3.054%
9/4/2025Osaic Holdings Inc.33,151$1.12M0.0%+116.2%2.210%
8/14/2025Raymond James Financial Inc.1,345$45K0.0%N/A0.090%
8/14/2025Darwin Wealth Management LLC3,380$114K0.0%N/A0.225%
8/13/2025Legacy Capital Wealth Partners LLC20,509$690K0.1%-17.8%1.367%
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8/12/2025J.W. Cole Advisors Inc.16,448$553K0.0%-10.0%1.097%
8/8/2025Collaborative Wealth Managment Inc.20,710$696K0.3%-16.7%1.381%
8/8/2025Cetera Investment Advisers11,879$399K0.0%+6.5%0.792%
8/6/2025AE Wealth Management LLC12,019$404K0.0%+23.8%0.801%
7/30/2025D.A. Davidson & CO.64,213$2.16M0.0%-4.5%4.281%
7/29/2025Private Trust Co. NA1,530$51K0.0%N/A0.102%
7/25/2025Atria Wealth Solutions Inc.44,610$1.50M0.0%N/A2.974%
7/25/2025Envestnet Portfolio Solutions Inc.36,583$1.23M0.0%N/A2.439%
7/22/2025Woodmont Investment Counsel LLC20,978$705K0.0%+13.7%1.399%
7/17/2025Janney Montgomery Scott LLC13,045$439K0.0%+23.0%0.870%
7/11/2025Farther Finance Advisors LLC2,815$95K0.0%N/A0.188%
7/10/2025Signal Advisors Wealth LLC38,739$1.30M0.1%+32.9%2.583%
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%
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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 266,161 shares in the last 24 months. This purchase volume represents approximately $9.25M 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: Collaborative Wealth Managment Inc. ($13.44K), Citadel Advisors LLC ($9.98K), D.A. Davidson & CO. ($6.63K), Legacy Capital Wealth Partners LLC ($5.96K), J.W. Cole Advisors Inc. ($2.78K), Private Advisor Group LLC ($1.55K), and Janney Montgomery Scott LLC ($772.00).

Institutional investors have sold a total of 42,006 shares in the last 24 months. This volume of shares sold represents approximately $1.47M in transactions.


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This page (NASDAQ:KNGZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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