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

Claris Financial’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
Q1 		$205K Hold
4,215
– – 0.11% 168
2025
Q4 		$207K Buy
+4,215
New +$207K 0.11% 175

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM

Claris Financial's KNG Position: Q1 2026 in Review

Claris Financial held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q1 2026 at 4,215 shares worth $205K. The position accounts for 0.11% of the portfolio, ranked #168.

Claris Financial first reported a position in KNG in Q4 2025 and has held it in 2 quarters since. The position peaked at $207K in Q4 2025. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

  • Claris Financial held 4,215 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $205K as of Q1 2026.
  • Claris Financial left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q1 2026.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.11% of Claris Financial's portfolio in Q1 2026, its #168 holding.
  • Claris Financial first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Claris Financial's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $207K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.