Concurrent Investment Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
61,331
+5,871
| +11% | +$288K | 0.06% | 324 |
|
|
2025
Q1 | $2.8M | Buy |
55,460
+9,749
| +21% | +$493K | 0.07% | 297 |
|
|
2024
Q4 | $2.3M | Buy |
45,711
+674
| +1% | +$33.8K | 0.06% | 292 |
|
|
2024
Q3 | $2.45M | Buy |
45,037
+17,419
| +63% | +$949K | 0.07% | 258 |
|
|
2024
Q2 | $1.4M | Buy |
27,618
+1,308
| +5% | +$66.1K | 0.05% | 357 |
|
|
2024
Q1 | $1.41M | Buy |
26,310
+2,232
| +9% | +$120K | 0.06% | 306 |
|
|
2023
Q4 | $1.24M | Buy |
+24,078
| New | +$1.24M | 0.06% | 295 |
|