Benjamin F. Edwards & Company’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$464K	Buy	9,193 +546	+6%	+$28.2K	0.01%	709
2024 Q1	$464K	Buy	8,647 +7	+0.1%	+$362	0.01%	669
2023 Q4	$447K	Buy	8,640 +619	+8%	+$30.6K	0.01%	666
2023 Q3	$396K	Buy	8,021 +266	+3%	+$14K	0.02%	579
2023 Q2	$410K	Buy	7,755 +2,664	+52%	+$137K	0.02%	563
2023 Q1	$262K	Buy	5,091 +2,441	+92%	+$126K	0.01%	640
2022 Q4	$135K	Sell	2,650 -37	-1%	-$1.87K	0.01%	815
2022 Q3	$123K	Buy	2,687 +184	+7%	+$9.33K	0.01%	802
2022 Q2	$123K	Buy	2,503 +881	+54%	+$46.3K	0.01%	804
2022 Q1	$89K	Buy	1,622 +12	+0.7%	+$655	﹤0.01%	890
2021 Q4	$92K	Buy	1,610 +82	+5%	+$4.52K	﹤0.01%	902
2021 Q3	$79K	Buy	1,528 +450	+42%	+$24.4K	﹤0.01%	912
2021 Q2	$58K	Buy	1,078 +878	+439%	+$47K	﹤0.01%	985
2021 Q1	$10K	Buy	+200	New	+$9.8K	﹤0.01%	1356

Other funds holding KNG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJA

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Benjamin F. Edwards & Company's KNG Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 6.3% in Q2 2024, buying an estimated $28.2K and bringing the position to 9,193 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #709.

Benjamin F. Edwards & Company first reported a position in KNG in Q1 2021 and has held it in 14 quarters since. 272 funds tracked by Wall St. Rank hold KNG as of Q2 2024.

Benjamin F. Edwards & Company held 9,193 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $464K as of Q2 2024.
Benjamin F. Edwards & Company bought 546 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2024, an estimated $28.2K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #709 holding.
Benjamin F. Edwards & Company first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2021 and has held it in 14 quarters since.
272 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.