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Cape Investment Advisory’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Cape Investment Advisory’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
2023
Q4 		– Sell
-1,000
Closed -$49.4K – 1183
2023
Q3 		$49.4K Buy
+1,000
New +$52.5K 0.03% 294

Other funds holding KNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cape Investment Advisory's KNG Position: Q4 2023 in Review

Cape Investment Advisory sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2023, closing a stake of 1,000 shares — an estimated $49.4K sold.

Cape Investment Advisory first reported a position in KNG in Q3 2023 and held it in 1 quarter. The position peaked at $49.4K in Q3 2023. 234 funds tracked by Wall St. Rank hold KNG as of Q4 2023.

  • Cape Investment Advisory reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 1,000 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2023, an estimated $49.4K.
  • Cape Investment Advisory first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and held it in 1 quarter.
  • Cape Investment Advisory's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $49.4K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.