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

CEDRUS’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
Q3 		$1.71M Buy
31,447
+12,987
+70% +$682K 0.63% 34
2024
Q2 		$933K Buy
18,460
+3,716
+25% +$192K 0.47% 40
2024
Q1 		$792K Buy
14,744
+4,184
+40% +$217K 0.43% 46
2023
Q4 		$546K Buy
+10,560
New +$522K 0.34% 55

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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CEDRUS's KNG Position: Q3 2024 in Review

CEDRUS increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 70% in Q3 2024, buying an estimated $682K and bringing the position to 31,447 shares worth $1.71M. The position accounts for 0.63% of the portfolio, ranked #34.

CEDRUS first reported a position in KNG in Q4 2023 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold KNG as of Q3 2024.

  • CEDRUS held 31,447 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.71M as of Q3 2024.
  • CEDRUS bought 12,987 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2024, an estimated $682K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.63% of CEDRUS's portfolio in Q3 2024, its #34 holding.
  • CEDRUS first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.