B. Riley Wealth Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

B. Riley Wealth Advisors’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
2025 Q3	–	Sell	-4,120	Closed	-$202K	–	1143
2025 Q2	$202K	Buy	+4,120	New	+$200K	0.01%	894
2024 Q4	$3.08M	Buy	61,383 +5,475	+10%	+$291K	0.1%	205
2024 Q3	$3.04M	Sell	55,908 -15,609	-22%	-$820K	0.08%	230
2024 Q2	$3.61M	Sell	71,517 -52,511	-42%	-$2.72M	0.09%	210
2024 Q1	$6.12M	Sell	124,028 -25,308	-17%	-$1.31M	0.17%	136
2023 Q4	$7.72M	Buy	149,336 +25,308	+20%	+$1.25M	0.21%	109
2023 Q3	$6.12M	Buy	124,028 +118,342	+2,081%	+$6.21M	0.17%	136
2023 Q2	$300K	Buy	5,686 +741	+15%	+$38.2K	0.01%	1123
2023 Q1	$254K	Buy	4,945 +620	+14%	+$32K	0.01%	1153
2022 Q4	$221K	Sell	4,325 -5,726	-57%	-$290K	0.01%	1202
2022 Q3	$459K	Buy	+10,051	New	+$510K	0.01%	795
2022 Q2	–	Sell	-4,119	Closed	-$226K	–	1313
2022 Q1	$226K	Buy	4,119 +221	+6%	+$12.1K	0.01%	1156
2021 Q4	$224K	Buy	+3,898	New	+$215K	0.01%	1219

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's KNG Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 4,120 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in KNG in Q4 2021 and held it in 13 quarters. The position peaked at $7.72M in Q4 2023. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

B. Riley Wealth Advisors reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,120 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $202K.
B. Riley Wealth Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2021 and held it in 13 quarters.
B. Riley Wealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $7.72M in Q4 2023.
302 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.