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

B. Riley 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
2022 Q2	$318	Buy	6,482 +857	+15%	+$45K	﹤0.01%	521
2022 Q1	$308K	Sell	5,625 -148	-3%	-$8.08K	0.02%	439
2021 Q4	$330K	Buy	5,773 +73	+1%	+$4.02K	0.02%	447
2021 Q3	$295K	Hold	5,700	–	–	0.02%	464
2021 Q2	$304K	Buy	+5,700	New	+$305K	0.03%	311

Other funds holding KNG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

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

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

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

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

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

SFS

Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

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

B. Riley Wealth Management's KNG Position: Q2 2022 in Review

B. Riley Wealth Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 15% in Q2 2022, buying an estimated $45K and bringing the position to 6,482 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #521.

B. Riley Wealth Management first reported a position in KNG in Q2 2021 and has held it in 5 quarters since. The position peaked at $330K in Q4 2021. 106 funds tracked by Wall St. Rank hold KNG as of Q2 2022.

B. Riley Wealth Management held 6,482 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $318 as of Q2 2022.
B. Riley Wealth Management bought 857 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2022, an estimated $45K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #521 holding.
B. Riley Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2021 and has held it in 5 quarters since.
B. Riley Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $330K in Q4 2021.
106 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.