AE Wealth Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

AE Wealth Management’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
2026 Q2	$1.3M	Sell	25,726 -4,525	-15%	-$223K	0.01%	811
2026 Q1	$1.47M	Sell	30,251 -12,857	-30%	-$653K	0.01%	736
2025 Q4	$2.12M	Buy	43,108 +2,342	+6%	+$115K	0.01%	585
2025 Q3	$2.01M	Buy	40,766 +15,009	+58%	+$748K	0.01%	567
2025 Q2	$1.26M	Sell	25,757 -4,315	-14%	-$210K	0.01%	663
2025 Q1	$1.52M	Sell	30,072 -1,234	-4%	-$62.5K	0.01%	601
2024 Q4	$1.57M	Sell	31,306 -139	-0.4%	-$7.39K	0.01%	602
2024 Q3	$1.71M	Sell	31,445 -102,814	-77%	-$5.4M	0.02%	574
2024 Q2	$6.78M	Buy	134,259 +2,341	+2%	+$121K	0.07%	275
2024 Q1	$7.09M	Sell	131,918 -145,881	-53%	-$7.55M	0.08%	254
2023 Q4	$14.2M	Buy	277,799 +146,723	+112%	+$7.25M	0.07%	314
2023 Q3	$6.47M	Buy	131,076 +16,109	+14%	+$845K	0.04%	479
2023 Q2	$6.08M	Sell	114,967 -1,274	-1%	-$65.7K	0.04%	484
2023 Q1	$5.98M	Sell	116,241 -761	-0.7%	-$39.3K	0.04%	463
2022 Q4	$5.98M	Sell	117,002 -19,652	-14%	-$995K	0.04%	431
2022 Q3	$6.23M	Sell	136,654 -32,718	-19%	-$1.66M	0.05%	377
2022 Q2	$8.32M	Sell	169,372 -186,384	-52%	-$9.8M	0.07%	309
2022 Q1	$19.5M	Buy	355,756 +126,623	+55%	+$6.91M	0.13%	165
2021 Q4	$13.1M	Buy	229,133 +110,752	+94%	+$6.11M	0.09%	218
2021 Q3	$6.14M	Buy	118,381 +112,225	+1,823%	+$6.09M	0.05%	334
2021 Q2	$328K	Buy	+6,156	New	+$330K	﹤0.01%	1307

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AE Wealth Management's KNG Position: Q2 2026 in Review

AE Wealth Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 15% in Q2 2026, selling an estimated $223K and leaving 25,726 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #811.

AE Wealth Management first reported a position in KNG in Q2 2021 and has held it in 21 quarters since. The position peaked at $19.5M in Q1 2022. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

AE Wealth Management held 25,726 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.3M as of Q2 2026.
AE Wealth Management sold 4,525 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $223K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #811 holding.
AE Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2021 and has held it in 21 quarters since.
AE Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $19.5M in Q1 2022.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.