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

Avior Wealth 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
2024 Q1	–	Sell	-71	Closed	-$3.67K	–	3857
2023 Q4	$3.67K	Hold	71	–	–	﹤0.01%	1229
2023 Q3	$3.5K	Sell	71 -236	-77%	-$12.4K	﹤0.01%	1292
2023 Q2	$16.2K	Sell	307 -122	-28%	-$6.29K	﹤0.01%	964
2023 Q1	$22.1K	Hold	429	–	–	﹤0.01%	929
2022 Q4	$21.9K	Hold	429	–	–	﹤0.01%	743
2022 Q3	$19K	Sell	429 -1,148	-73%	-$58.2K	﹤0.01%	746
2022 Q2	$77K	Hold	1,577	–	–	0.01%	520
2022 Q1	$86K	Sell	1,577 -13	-0.8%	-$709	0.01%	531
2021 Q4	$90K	Sell	1,590 -11	-0.7%	-$606	0.01%	515
2021 Q3	$82K	Hold	1,601	–	–	0.01%	509
2021 Q2	$85K	Sell	1,601 -31	-2%	-$1.66K	0.01%	483
2021 Q1	$83K	Buy	+1,632	New	+$79.9K	0.01%	485

Other funds holding KNG

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avior Wealth Management's KNG Position: Q1 2024 in Review

Avior Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2024, closing a stake of 71 shares — an estimated $3.67K sold.

Avior Wealth Management first reported a position in KNG in Q1 2021 and held it in 12 quarters. The position peaked at $90K in Q4 2021. 259 funds tracked by Wall St. Rank hold KNG as of Q1 2024.

Avior Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2024 after selling out during the quarter.
Avior Wealth Management sold 71 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2024, an estimated $3.67K.
Avior Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2021 and held it in 12 quarters.
Avior Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $90K in Q4 2021.
259 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.