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

Bartlett & Co 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
2026
Q1 		– Sell
-73
Closed -$3.59K – 1332
2025
Q4 		$3.59K Buy
+73
New +$3.58K ﹤0.01% 1058

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM

Bartlett & Co Wealth Management's KNG Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2026, closing a stake of 73 shares — an estimated $3.59K sold.

Bartlett & Co Wealth Management first reported a position in KNG in Q4 2025 and held it in 1 quarter. The position peaked at $3.59K in Q4 2025. 306 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 73 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $3.59K.
  • Bartlett & Co Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.59K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.