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Accordant Advisory Group’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Accordant Advisory Group’s Portfolio KNG Stock Details KNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-165
Closed -$8.34K – 155
2024
Q2 		$8.34K Sell
165
-20
-11% -$1.03K 0.01% 127
2024
Q1 		$9.94K Buy
+185
New +$9.58K 0.01% 171

Other funds holding KNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Accordant Advisory Group's KNG Position: Q3 2024 in Review

Accordant Advisory Group sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2024, closing a stake of 165 shares — an estimated $8.34K sold.

Accordant Advisory Group first reported a position in KNG in Q1 2024 and held it in 2 quarters. The position peaked at $9.94K in Q1 2024. 287 funds tracked by Wall St. Rank hold KNG as of Q3 2024.

  • Accordant Advisory Group reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 165 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2024, an estimated $8.34K.
  • Accordant Advisory Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and held it in 2 quarters.
  • Accordant Advisory Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $9.94K in Q1 2024.
  • 287 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2024.

Based on Accordant Advisory Group's 13F filing for Q3 2024, filed 22 Oct 2024.