Who Owns KNGZ?
First Trust S&P 500 Diversified Dividend Aristocrats ETF — Institutional Ownership & 13F Holdings
$38.92
+0.79 (+2.08%)
Market Cap
$59.0M
Shares Outstanding
1,458,838
Institutional Holders
30
Total Inst. Value
$13.6M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
9
Closed Positions
4
Increased
8
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $2.2M | 67,217 |
| 2 | Kovack Advisors, Inc. | $1.2M | 36,000 |
| 3 | Signal Advisors Wealth, LLCNew | $939K | 29,149 |
| 4 | Legacy Capital Wealth Partners, LLCNew | $804K | 24,965 |
| 5 | Collaborative Wealth Managment Inc. | $801K | 24,863 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $722K | 22,420 |
| 7 | Private Advisor Group, LLC | $712K | 22,115 |
| 8 | NBC SECURITIES, INC.New | $624K | 19,403 |
| 9 | WOODMONT INVESTMENT COUNSEL LLC | $594K | 18,446 |
| 10 | J.W. COLE ADVISORS, INC.New | $589K | 18,278 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| D.A. DAVIDSON & CO. | +3K | $2.2M |
| Signal Advisors Wealth, LLCNew | +29K | $939K |
| Legacy Capital Wealth Partners, LLCNew | +25K | $804K |
| NBC SECURITIES, INC.New | +19K | $624K |
| WOODMONT INVESTMENT COUNSEL LLC | +3K | $594K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -24K | $12K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -12K | $722K |
| ENVESTNET ASSET MANAGEMENT INC | -6K | $508K |
| CITADEL ADVISORS LLC | -4K | $1K |
| HARBOUR INVESTMENTS, INC. | -3K | $102K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold KNGZ?
As of Q1 2025, 30 institutional investors report holding KNGZ (First Trust S&P 500 Diversified Dividend Aristocrats ETF) in their 13F filings.
Which hedge fund owns the most KNGZ?
The largest institutional holder of KNGZ is D.A. DAVIDSON & CO. with $2.2M in shares.
Are institutions buying or selling KNGZ?
This quarter, 9 institutions opened new positions in KNGZ and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.