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

$33.34 +0.35 (+1.06%)
As of 03:44 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)
9
Total
Institutional Inflows
(last 12 months)
$3.09M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$265.62K
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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
1/8/2025 International 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%
7/30/2024 International 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%
(Data available from 1/1/2016 forward)

KNGZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KNGZ shares?

During the previous two years, 10 institutional investors and hedge funds held shares of First Trust S&P 500 Diversified Dividend Aristocrats ETF. The most heavily invested institutionals were D.A. Davidson & CO. ($1.17M), Collaborative Wealth Managment Inc. ($966K), Private Advisor Group LLC ($734K), Nations Financial Group Inc. IA ADV ($551K), NBC Securities Inc. ($404K), Woodmont Investment Counsel LLC ($372K), and Private Portfolio Partners LLC ($309K).Learn more on KNGZ's institutional investors.

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

Of the 9 institutional investors that purchased First Trust S&P 500 Diversified Dividend Aristocrats ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($23.21K), Nations Financial Group Inc. IA ADV ($17.54K), NBC Securities Inc. ($10.82K), Woodmont Investment Counsel LLC ($10.82K), Private Portfolio Partners LLC ($9.77K), D.A. Davidson & CO. ($7.26K), and International Assets Investment Management LLC ($7.25K).

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

Institutional investors have bought a total of 94,681 shares in the last 24 months. This purchase volume represents approximately $3.09M in transactions.

Which First Trust S&P 500 Diversified Dividend Aristocrats ETF 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: Collaborative Wealth Managment Inc. ($6.92K), and International Assets Investment Management LLC ($1.54K).

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

Institutional investors have sold a total of 8,454 shares in the last 24 months. This volume of shares sold represents approximately $265.62K in transactions.



This page (NASDAQ:KNGZ) was last updated on 1/21/2025 by MarketBeat.com Staff
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