Who Owns First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ)?Hedge Fund & Institutional Holders

$36.00-0.03 (-0.09%)Financial ServicesNASDAQ

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$1.6000293221691645e+80T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$27.91$30.68$33.45$36.23$39.00Aug 24May 25Mar 26

KNGZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Harvest Investment Services, LLCNew Position+82K+$2.9M
D.A. DAVIDSON & CO.New Position+61K+$2.2M
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+22K+$774K
AE Wealth Management LLCNew Position+17K+$599K
J.W. COLE ADVISORS, INC.New Position+16K+$556K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+7K+$250K
Brookwood Investment Group LLCNew Position+6K+$227K
Total Clarity Wealth Management, Inc.New Position+6K+$212K
Proactive Wealth Strategies LLCNew Position+6K+$205K
Darwin Wealth Management, LLCNew Position+3K+$121K
PRIVATE TRUST CO NANew Position+2K+$54K
Sound Income Strategies, LLCNew Position+1K+$54K
Nova Wealth Management, Inc.New Position+606+$21K
ROYAL BANK OF CANADANew Position+625+$0
Janney Montgomery Scott LLCNew Position+12K+$0

KNGZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-11K-$1.0B
Legacy Capital Wealth Partners, LLCDecreased-2K-$734.7M
Collaborative Wealth Managment Inc.Decreased-7K-$648.5M
CITADEL ADVISORS LLCClosed Position-7K-$261.0M
IFP Advisors, IncClosed Position-36-$1.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC458,411$16.0M0.00%Share
2Harvest Investment Services, LLC81,882$2.9M0.55%Share
3D.A. DAVIDSON & CO.60,587$2.2M0.01%Share
4Signal Advisors Wealth, LLC45,965$1.6M0.13%Share
5Kovack Advisors, Inc.36,000$1.3M0.10%Share
6OSAIC HOLDINGS, INC.52,239$1.0M0.00%Share
7NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,633$774K0.04%Share
8Legacy Capital Wealth Partners, LLC19,032$681K0.15%Share
9AE Wealth Management LLC16,751$599K0.00%Share
10J.W. COLE ADVISORS, INC.15,542$556K0.01%Share
11Collaborative Wealth Managment Inc.11,427$409K0.14%Share
1217 CAPITAL PARTNERS, LLC8,836$316K0.16%Share
13INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC7,001$250K0.02%Share
14Brookwood Investment Group LLC6,343$227K0.03%Share
15Total Clarity Wealth Management, Inc.5,926$212K0.05%Share
16Proactive Wealth Strategies LLC5,744$205K0.08%Share
17HARBOUR INVESTMENTS, INC.4,089$146K0.00%Share
18Darwin Wealth Management, LLC3,380$121K0.04%Share
19PRIVATE TRUST CO NA1,530$54K0.00%Share
20Sound Income Strategies, LLC1,472$54K0.00%Share
21Farther Finance Advisors, LLC1,173$42K0.00%Share
22NBC SECURITIES, INC.967$34K0.00%Share
23Nova Wealth Management, Inc.606$21K0.01%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP17,161$00.00%Share
25Private Advisor Group, LLC10,410$00.00%Share
26Arax Advisory Partners203$00.00%Share
27NewEdge Advisors, LLC5,911$00.00%Share
28Janney Montgomery Scott LLC11,529$00.00%Share
29ENVESTNET ASSET MANAGEMENT INC18,184$00.00%Share
30Global Retirement Partners, LLC4,800$00.00%Share
31Cambridge Investment Research Advisors, Inc.25,967$00.00%Share
32MORGAN STANLEY1$00.00%Share
33Kestra Advisory Services, LLC2,138$00.00%Share
34WELLS FARGO & COMPANY/MN1$00.00%Share
35RAYMOND JAMES FINANCIAL INC2,674$00.00%Share
36RAYMOND JAMES FINANCIAL INC4,089$00.00%Share
37Cetera Investment Advisers14,733$00.00%Share
38COMMONWEALTH EQUITY SERVICES, LLC7,555$00.00%Share
39Rockefeller Capital Management L.P.423$00.00%Share
40Orion Porfolio Solutions, LLC9,241$00.00%Share
41GOLDMAN SACHS GROUP INC12,434$00.00%Share
42ROYAL BANK OF CANADA625$00.00%Share

KNGZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202541$29.7M+19
Q3 202522$23.9B-12
Q2 202534$26.4B+4
Q1 202530$24.9B+5
Q4 202425$930.0B+8
Q3 202417$15.4T+0
Q2 202417$13.6T+2
Q1 202415$10.2T—

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As of Q4 2025, 42 institutional investors hold KNGZ (First Trust S&P 500 Diversified Dividend Aristocrats ETF). The largest holder is LPL Financial LLC with $16.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own KNGZ?

As of Q4 2025, 42 institutional investors report holding KNGZ (First Trust S&P 500 Diversified Dividend Aristocrats ETF) in their 13F filings.

Who is the largest institutional holder of KNGZ?

The largest institutional holder of KNGZ is LPL Financial LLC with $16.0M in shares.

Is institutional ownership of KNGZ increasing or decreasing?

This quarter, 15 institutions opened new positions in KNGZ and 2 closed their positions.