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

Cerity Partners’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	-12,346	Closed	-$609K	–	2958
2025 Q3	$609K	Sell	12,346 -1,684	-12%	-$83.9K	﹤0.01%	1858
2025 Q2	$689K	Buy	14,030 +722	+5%	+$35.1K	﹤0.01%	1704
2025 Q1	$672K	Sell	13,308 -1,432	-10%	-$72.6K	﹤0.01%	1609
2024 Q4	$740K	Hold	14,740	–	–	﹤0.01%	1561
2024 Q3	$803K	Sell	14,740 -2,007	-12%	-$105K	﹤0.01%	1512
2024 Q2	$846K	Sell	16,747 -261	-2%	-$13.5K	﹤0.01%	1305
2024 Q1	$913K	Sell	17,008 -237	-1%	-$12.3K	﹤0.01%	1320
2023 Q4	$891K	Buy	+17,245	New	+$852K	﹤0.01%	1028
2023 Q3	–	Sell	-21,377	Closed	-$1.13M	–	1566
2023 Q2	$1.13M	Sell	21,377 -165	-0.8%	-$8.51K	﹤0.01%	894
2023 Q1	$1.11M	Sell	21,542 -58	-0.3%	-$2.99K	﹤0.01%	934
2022 Q4	$1.1M	Buy	+21,600	New	+$1.09M	0.01%	671
2022 Q3	–	Sell	-30,195	Closed	-$1.48M	–	1216
2022 Q2	$1.48M	Buy	30,195 +41	+0.1%	+$2.15K	0.02%	469
2022 Q1	$1.65M	Buy	30,154 +1,024	+4%	+$55.9K	0.03%	361
2021 Q4	$1.67M	Buy	+29,130	New	+$1.61M	0.03%	352

Other funds holding KNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $358M AUM

Cerity Partners's KNG Position: Q4 2025 in Review

Cerity Partners sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 12,346 shares — an estimated $609K sold.

Cerity Partners first reported a position in KNG in Q4 2021 and held it in 14 quarters. The position peaked at $1.67M in Q4 2021. 317 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

Cerity Partners reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 12,346 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $609K.
Cerity Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2021 and held it in 14 quarters.
Cerity Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.67M in Q4 2021.
317 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.