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

Atlantic Private Wealth’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 Q1	$24.4K	Hold	500	–	–	0.02%	166
2025 Q4	$24.6K	Hold	500	–	–	0.02%	160
2025 Q3	$24.7K	Hold	500	–	–	0.02%	143
2025 Q2	$24.6K	Hold	500	–	–	0.02%	143
2025 Q1	$25.3K	Hold	500	–	–	0.02%	148
2024 Q4	$25.1K	Hold	500	–	–	0.02%	130
2024 Q3	$27.2K	Buy	+500	New	+$26.3K	0.02%	117

Other funds holding KNG

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $358M AUM

Atlantic Private Wealth's KNG Position: Q1 2026 in Review

Atlantic Private Wealth held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q1 2026 at 500 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #166.

Atlantic Private Wealth first reported a position in KNG in Q3 2024 and has held it in 7 quarters since. The position peaked at $27.2K in Q3 2024. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Atlantic Private Wealth held 500 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $24.4K as of Q1 2026.
Atlantic Private Wealth left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q1 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #166 holding.
Atlantic Private Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2024 and has held it in 7 quarters since.
Atlantic Private Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $27.2K in Q3 2024.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.