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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-932
Closed -$46K 1276
2023
Q3
$46K Buy
932
+193
+26% +$10.1K ﹤0.01% 893
2023
Q2
$39.1K Buy
739
+77
+12% +$3.97K ﹤0.01% 877
2023
Q1
$34.1K Sell
662
-101
-13% -$5.21K ﹤0.01% 837
2022
Q4
$39K Buy
+763
New +$38.6K ﹤0.01% 808
2020
Q4
Sell
-1,448
Closed -$63K 640
2020
Q3
$63K Buy
+1,448
New +$62.6K 0.01% 450

Other funds holding KNG

Cary Street Partners Investment Advisory's KNG Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2023, closing a stake of 932 shares — an estimated $46K sold.

Cary Street Partners Investment Advisory first reported a position in KNG in Q3 2020 and held it in 5 quarters. The position peaked at $63K in Q3 2020. 234 funds tracked by Wall St. Rank hold KNG as of Q4 2023.

  • Cary Street Partners 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.
  • Cary Street Partners Investment Advisory sold 932 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2023, an estimated $46K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2020 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $63K in Q3 2020.
  • 234 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.