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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
Q3 		$231K Sell
4,803
-486
-9% -$24.7K 0.01% 683
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Avidian Wealth Enterprises's KNG Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 9.2% in Q3 2026, selling an estimated $24.7K and leaving 4,803 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #683.

Avidian Wealth Enterprises first reported a position in KNG in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q4 2023. 13 funds tracked by Wall St. Rank hold KNG as of Q3 2026.

  • Avidian Wealth Enterprises held 4,803 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $231K as of Q3 2026.
  • Avidian Wealth Enterprises sold 486 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2026, an estimated $24.7K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #683 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 14 quarters since.
  • Avidian Wealth Enterprises's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.15M in Q4 2023.
  • 13 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.