AWE
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Avidian Wealth Enterprises’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Avidian Wealth Enterprises’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 		$258K Sell
5,289
-7,289
-58% -$370K 0.01% 574
2025
Q4 		$618K Hold
12,578
– – 0.02% 327
2025
Q3 		$620K Sell
12,578
-919
-7% -$45.8K 0.02% 321
2025
Q2 		$663K Hold
13,497
– – 0.03% 272
2025
Q1 		$682K Sell
13,497
-1,513
-10% -$76.7K 0.03% 250
2024
Q4 		$754K Hold
15,010
– – 0.03% 231
2024
Q3 		$818K Sell
15,010
-29
-0.2% -$1.52K 0.04% 217
2024
Q2 		$760K Sell
15,039
-944
-6% -$48.8K 0.04% 222
2024
Q1 		$858K Sell
15,983
-6,211
-28% -$322K 0.05% 188
2023
Q4 		$1.15M Buy
22,194
+7,247
+48% +$358K 0.07% 154
2023
Q3 		$738K Buy
14,947
+10,182
+214% +$534K 0.05% 198
2023
Q2 		$252K Buy
+4,765
New +$246K 0.02% 364

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM