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

Arcadia Investment 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
2023 Q3	–	Sell	-475	Closed	-$25.1K	–	331
2023 Q2	$25.1K	Hold	475	–	–	0.01%	260
2023 Q1	$24.4K	Hold	475	–	–	0.01%	277
2022 Q4	$24.3K	Buy	+475	New	+$24.1K	0.01%	258

Other funds holding KNG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Arcadia Investment Management's KNG Position: Q3 2023 in Review

Arcadia Investment Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2023, closing a stake of 475 shares — an estimated $25.1K sold.

Arcadia Investment Management first reported a position in KNG in Q4 2022 and held it in 3 quarters. The position peaked at $25.1K in Q2 2023. 185 funds tracked by Wall St. Rank hold KNG as of Q3 2023.

Arcadia Investment Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2023 after selling out during the quarter.
Arcadia Investment Management sold 475 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2023, an estimated $25.1K.
Arcadia Investment Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and held it in 3 quarters.
Arcadia Investment Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $25.1K in Q2 2023.
185 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2023.

Based on Arcadia Investment Management's 13F filing for Q3 2023, filed 23 Oct 2023.