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

Capital Investment 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
2025
Q4 		– Sell
-530,001
Closed -$26.1M – 759
2025
Q3 		$26.1M Buy
+530,001
New +$26.4M 0.43% 62

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Capital Investment Advisors's KNG Position: Q2 2026 in Review

Capital Investment Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 4.5% in Q2 2026, selling an estimated $1.13M and leaving 486,683 shares worth $24.6M. The position accounts for 0.32% of the portfolio, ranked #76.

Capital Investment Advisors first reported a position in KNG in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.6M in Q2 2025. 210 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Capital Investment Advisors held 486,683 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $24.6M as of Q2 2026.
  • Capital Investment Advisors sold 22,908 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $1.13M.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.32% of Capital Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Capital Investment Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Capital Investment Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $25.6M in Q2 2025.
  • 210 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.