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 Q2	$267K	Hold	5,289	–	–	0.01%	629
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	0.03%	222
2024 Q1	$858K	Sell	15,983 -6,211	-28%	-$322K	0.04%	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

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

Avidian Wealth Enterprises's KNG Position: Q2 2026 in Review

Avidian Wealth Enterprises held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q2 2026 at 5,289 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #629.

Avidian Wealth Enterprises first reported a position in KNG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2023. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Avidian Wealth Enterprises held 5,289 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $267K as of Q2 2026.
Avidian Wealth Enterprises left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #629 holding.
Avidian Wealth Enterprises first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2023 and has held it in 13 quarters since.
Avidian Wealth Enterprises's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.15M in Q4 2023.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.