B. Riley Wealth Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+4,120
| New | +$202K | 0.01% | 869 |
|
|
2024
Q4 | $3.08M | Buy |
61,383
+5,475
| +10% | +$275K | 0.1% | 205 |
|
|
2024
Q3 | $3.04M | Sell |
55,908
-15,609
| -22% | -$848K | 0.08% | 230 |
|
|
2024
Q2 | $3.61M | Sell |
71,517
-52,511
| -42% | -$2.65M | 0.09% | 210 |
|
|
2024
Q1 | $6.12M | Sell |
124,028
-25,308
| -17% | -$1.25M | 0.17% | 136 |
|
|
2023
Q4 | $7.72M | Buy |
149,336
+25,308
| +20% | +$1.31M | 0.21% | 109 |
|
|
2023
Q3 | $6.12M | Buy |
124,028
+118,342
| +2,081% | +$5.84M | 0.17% | 136 |
|
|
2023
Q2 | $300K | Buy |
5,686
+741
| +15% | +$39.2K | 0.01% | 1123 |
|
|
2023
Q1 | $254K | Buy |
4,945
+620
| +14% | +$31.9K | 0.01% | 1153 |
|
|
2022
Q4 | $221K | Sell |
4,325
-5,726
| -57% | -$293K | 0.01% | 1202 |
|
|
2022
Q3 | $459K | Buy |
+10,051
| New | +$459K | 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 | +$224K | 0.01% | 1219 |
|