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 Q2	$3.18M	Buy	63,057 +3,130	+5%	+$154K	0.01%	626
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Beacon Pointe Advisors's KNG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 5.2% in Q2 2026, buying an estimated $154K and bringing the position to 63,057 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #626.

Beacon Pointe Advisors first reported a position in KNG in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.79M in Q1 2022. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Beacon Pointe Advisors held 63,057 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $3.18M as of Q2 2026.
Beacon Pointe Advisors bought 3,130 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $154K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #626 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 18 quarters since.
Beacon Pointe Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $5.79M in Q1 2022.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.