Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free KNGZ Stock Alerts

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

First Trust S&P 500 Diversified Dividend Aristocrats ETF logo
$42.92 -0.09 (-0.21%)
As of 12:50 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)
21
Total
Institutional Inflows
(last 12 months)
$5.62M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.02M
Get KNGZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust S&P 500 Diversified Dividend Aristocrats ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
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%
2/17/2026Osaic 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%
2/12/2026Orion 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%
11/17/2025Susquehanna International Group LLP28,031$1.00M0.0%+94.1%1.869%
11/17/2025Citadel Advisors LLC7,289$261K0.0%-57.8%0.486%
11/14/2025 17 Capital Partners LLC6,996$251K0.1%N/A0.466%
11/14/2025Raymond James Financial Inc.6,737$241K0.0%+400.9%0.449%
11/13/2025 Private Advisor Group LLC10,410$373K0.0%-13.0%0.694%
11/12/2025Orion 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%
9/4/2025Osaic Holdings Inc.33,151$1.12M0.0%+116.2%2.210%
8/14/2025Raymond James Financial Inc.1,345$45K0.0%N/A0.090%
8/14/2025 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%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%
6/27/2025Goldman 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%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defense budget. There's no way to tax our way out. No way to cut our way out. The government has exactly one move left: Pump trillions into AI to outgrow the debt. And the asset class profiting from these trillions in spending. BlackRock is buying. Goldman Sachs is buying. Gartner is calling it the next decade defining boom. The last time a similar setup formed, early investors saw gains of up to 12,480%. I've put together a workshop breaking this down in detail. I'll name the asset class and show you exactly how to profit from this $39 trillion debt crisis.tc pixel

Click here to register for the free workshop →
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 158,297 shares in the last 24 months. This purchase volume represents approximately $5.62M 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.


Related Companies

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.
From Our Partners
BSEM Is Officially on Nasdaq... The Next Chapter Begins!
BioStem Technologies (NASDAQ: BSEM) debuted on Nasdaq August 7th, marking its move from OTC markets into a new...
Huge Alerts | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defe...
Decentralized Masters | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel