Capital Analysts LLC’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Capital Analysts LLC’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	$396K	Hold	7,837	–	–	0.01%	540
2026 Q1	$381K	Sell	7,837 -20	-0.3%	-$1.02K	0.01%	508
2025 Q4	$386K	Sell	7,857 -1,652	-17%	-$81K	0.01%	477
2025 Q3	$469K	Buy	9,509 +556	+6%	+$27.7K	0.01%	431
2025 Q2	$440K	Buy	8,953 +205	+2%	+$9.97K	0.01%	406
2025 Q1	$442K	Sell	8,748 -14,097	-62%	-$714K	0.02%	393
2024 Q4	$1.15M	Buy	22,845 +6,646	+41%	+$353K	0.05%	232
2024 Q3	$883K	Buy	16,199 +1,272	+9%	+$66.8K	0.04%	254
2024 Q2	$754K	Buy	+14,927	New	+$772K	0.03%	284

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

Capital Analysts LLC's KNG Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q2 2026 at 7,837 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #540.

Capital Analysts LLC first reported a position in KNG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Capital Analysts LLC held 7,837 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $396K as of Q2 2026.
Capital Analysts LLC left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #540 holding.
Capital Analysts LLC first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2024 and has held it in 9 quarters since.
Capital Analysts LLC's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.15M in Q4 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.