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KNGZ Institutional Ownership

First Trust S&P 500 Diversified Dividend Aristocrats ETF
1W: +0.1% 1M: -2.8% 3M: +1.3% YTD: +14.4% 1Y: +15.9% 3Y: +61.1% 5Y: +58.2%
$41.14
+0.13 (+0.31%)
 
Weekly Expected Move ±1.9%
$40 $40 $41 $42 $43
ETF NASDAQ · AUM $62.5M

Institutional Ownership — KNGZ

44
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
4
New Positions
22
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (49 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 432,680 $18M -41,005 -8.7% 36Q SEC ↗
2 Harvest Investment Services, LLC 91,335 $4M +8,096 +9.7% 3Q SEC ↗
3 D.A. DAVIDSON & CO. 65,455 $3M +3,519 +5.7% 10Q SEC ↗
4 Signal Advisors Wealth, LLC 57,800 $2M +11,236 +24.1% 6Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,221 $2M +10,107 +25.8% 10Q SEC ↗
6 WEDBUSH SECURITIES INC NEW 43,376 $2M — +0.0% 1Q SEC ↗
7 Kovack Advisors, Inc. 36,105 $1M +105 +0.3% 9Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 25,943 $1M +6,157 +31.1% 10Q SEC ↗
9 Cambridge Investment Research Advisors 25,738 $1M +1,245 +5.1% 7Q SEC ↗
10 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,658 $850K -675 -3.2% 18Q SEC ↗
11 AE Wealth Management LLC 19,180 $789K +1,427 +8.0% 8Q SEC ↗
12 Legacy Capital Wealth Partners, LLC 19,064 $784K +21 +0.1% 6Q SEC ↗
13 Cetera Investment Advisers 16,657 $685K +842 +5.3% 8Q SEC ↗
14 OSAIC HOLDINGS, INC. 15,157 $624K -22,910 -60.2% 26Q SEC ↗
15 J.W. COLE ADVISORS, INC. 14,496 $596K +26 +0.2% 6Q SEC ↗
16 GOLDMAN SACHS GROUP INC 12,336 $507K — +0.0% 10Q SEC ↗
17 Proactive Wealth Strategies LLC 11,506 $473K +12 +0.1% 4Q SEC ↗
18 Private Advisor Group, LLC 10,870 $447K +260 +2.5% 21Q SEC ↗
19 17 CAPITAL PARTNERS, LLC 10,761 $443K +1,160 +12.1% 4Q SEC ↗
20 MML INVESTORS SERVICES, LLC NEW 8,617 $354K — +0.0% 1Q SEC ↗
21 COMMONWEALTH EQUITY SERVICES, LLC 8,234 $339K +299 +3.8% 13Q SEC ↗
22 RAYMOND JAMES FINANCIAL INC 7,931 $326K -12 -0.2% 5Q SEC ↗
23 Total Clarity Wealth Management, Inc. 7,856 $323K +762 +10.7% 3Q SEC ↗
24 INTERNATIONAL ASSETS INVESTMENT MANAGE 7,001 $288K — +0.0% 7Q SEC ↗
25 Brookwood Investment Group LLC 6,131 $252K -213 -3.4% 6Q SEC ↗
26 Impact Partnership Wealth, LLC NEW 5,980 $246K — +0.0% 1Q SEC ↗
27 Key Client Fiduciary Advisors, LLC 5,561 $229K — +0.0% 2Q SEC ↗
28 Prospera Financial Services Inc 4,996 $206K -1,498 -23.1% 2Q SEC ↗
29 Global Retirement Partners, LLC NEW 4,800 $197K — +0.0% 1Q SEC ↗
30 NewEdge Advisors, LLC 4,417 $182K +64 +1.5% 6Q SEC ↗
31 HARBOUR INVESTMENTS, INC. 4,089 $168K — +0.0% 7Q SEC ↗
32 Darwin Wealth Management, LLC 3,380 $139K — +0.0% 8Q SEC ↗
33 Farther Finance Advisors, LLC 2,726 $112K +32 +1.2% 5Q SEC ↗
34 IFG Advisory, LLC 2,327 $96K +627 +36.9% 2Q SEC ↗
35 PRIVATE TRUST CO NA 1,530 $63K — +0.0% 5Q SEC ↗
36 Nova Wealth Management, Inc. 613 $25K +2 +0.3% 3Q SEC ↗
37 Rockefeller Capital Management L.P. 443 $18K +4 +0.9% 3Q SEC ↗
38 LANARK FINANCIAL, INC. 419 $17K -550 -56.8% 12Q SEC ↗
39 Arax Advisory Partners 203 $8K — +0.0% 3Q SEC ↗
40 MORGAN STANLEY 1 $0K — +0.0% 11Q SEC ↗
41 WELLS FARGO & COMPANY/MN 1 $0K +1 — 15Q SEC ↗
42 Innovative Asset Advisors Group, LLC 0 $0K -300 -100.0% 1Q SEC ↗
43 Orion Porfolio Solutions, LLC 0 $0K -9,241 -100.0% 2Q SEC ↗
44 CITADEL ADVISORS LLC 0 $0K -23,276 -100.0% 1Q SEC ↗
45 Kestra Advisory Services, LLC 0 $0K -2,138 -100.0% 1Q SEC ↗
46 ROYAL BANK OF CANADA 0 $0K -625 -100.0% 1Q SEC ↗
47 Sound Income Strategies, LLC 0 $0K -1,472 -100.0% 2Q SEC ↗
48 Janney Montgomery Scott LLC 0 $0K -11,529 -100.0% 4Q SEC ↗
49 Collaborative Wealth Managment Inc. 0 $0K -11,427 -100.0% 15Q SEC ↗

Recent Activity

New Positions (4)
Biggest Increases (20)
HolderAddedChange %Total Shares
Signal Advisors Wealth, LLC +11,236 +24.1% 57,800
SUSQUEHANNA INTERNATIONAL GROUP, LL +10,107 +25.8% 49,221
Harvest Investment Services, LLC +8,096 +9.7% 91,335
ENVESTNET ASSET MANAGEMENT INC +6,157 +31.1% 25,943
D.A. DAVIDSON & CO. +3,519 +5.7% 65,455
AE Wealth Management LLC +1,427 +8.0% 19,180
Cambridge Investment Research Advis +1,245 +5.1% 25,738
17 CAPITAL PARTNERS, LLC +1,160 +12.1% 10,761
Cetera Investment Advisers +842 +5.3% 16,657
Total Clarity Wealth Management, In +762 +10.7% 7,856
IFG Advisory, LLC +627 +36.9% 2,327
COMMONWEALTH EQUITY SERVICES, LLC +299 +3.8% 8,234
Private Advisor Group, LLC +260 +2.5% 10,870
Kovack Advisors, Inc. +105 +0.3% 36,105
NewEdge Advisors, LLC +64 +1.5% 4,417
Farther Finance Advisors, LLC +32 +1.2% 2,726
J.W. COLE ADVISORS, INC. +26 +0.2% 14,496
Legacy Capital Wealth Partners, LLC +21 +0.1% 19,064
Proactive Wealth Strategies LLC +12 +0.1% 11,506
Rockefeller Capital Management L.P. +4 +0.9% 443
Biggest Decreases (7)
HolderReducedChange %Total Shares
LPL Financial LLC -41,005 -8.7% 432,680
OSAIC HOLDINGS, INC. -22,910 -60.2% 15,157
Prospera Financial Services Inc -1,498 -23.1% 4,996
NATIONS FINANCIAL GROUP INC, /IA/ / -675 -3.2% 20,658
LANARK FINANCIAL, INC. -550 -56.8% 419
Brookwood Investment Group LLC -213 -3.4% 6,131
RAYMOND JAMES FINANCIAL INC -12 -0.2% 7,931

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms