Beacon Pointe Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Beacon Pointe 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
2026 Q1	$2.92M	Buy	59,927 +9,455	+19%	+$480K	0.02%	625
2025 Q4	$2.48M	Buy	50,472 +570	+1%	+$27.9K	0.02%	545
2025 Q3	$2.46M	Sell	49,902 -10,028	-17%	-$500K	0.02%	503
2025 Q2	$2.94M	Sell	59,930 -1,408	-2%	-$68.5K	0.03%	412
2025 Q1	$3.1M	Sell	61,338 -16,231	-21%	-$823K	0.03%	375
2024 Q4	$3.89M	Buy	77,569 +4,803	+7%	+$255K	0.04%	326
2024 Q3	$3.96M	Buy	72,766 +1,940	+3%	+$102K	0.05%	335
2024 Q2	$3.58M	Sell	70,826 -3,499	-5%	-$181K	0.04%	349
2024 Q1	$3.99M	Sell	74,325 -2,366	-3%	-$123K	0.04%	346
2023 Q4	$3.96M	Sell	76,691 -8,284	-10%	-$409K	0.05%	337
2023 Q3	$4.19M	Sell	84,975 -1,334	-2%	-$70K	0.05%	308
2023 Q2	$4.56M	Buy	86,309 +3,444	+4%	+$178K	0.07%	221
2023 Q1	$4.26M	Sell	82,865 -2,871	-3%	-$148K	0.07%	243
2022 Q4	$4.38M	Sell	85,736 -1,195	-1%	-$60.5K	0.09%	210
2022 Q3	$3.97M	Buy	86,931 +765	+0.9%	+$38.8K	0.09%	199
2022 Q2	$4.23M	Sell	86,166 -19,473	-18%	-$1.02M	0.09%	203
2022 Q1	$5.79M	Buy	+105,639	New	+$5.76M	0.08%	228

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

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

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

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

SFG

Southern Financial Group Birmingham, Alabama $358M AUM

Beacon Pointe Advisors's KNG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 19% in Q1 2026, buying an estimated $480K and bringing the position to 59,927 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #625.

Beacon Pointe Advisors first reported a position in KNG in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.79M in Q1 2022. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Beacon Pointe Advisors held 59,927 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $2.92M as of Q1 2026.
Beacon Pointe Advisors bought 9,455 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $480K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #625 holding.
Beacon Pointe Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2022 and has held it in 17 quarters since.
Beacon Pointe Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $5.79M in Q1 2022.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.