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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.01M Buy
79,331
+1,240
+2% +$61K 0.03% 501
2026
Q1
$3.8M Sell
78,091
-6,418
-8% -$326K 0.04% 420
2025
Q4
$4.15M Buy
84,509
+20,192
+31% +$990K 0.05% 372
2025
Q3
$3.17M Buy
64,317
+2,986
+5% +$149K 0.05% 339
2025
Q2
$3.01M Buy
61,331
+5,871
+11% +$286K 0.06% 326
2025
Q1
$2.8M Buy
55,460
+9,749
+21% +$494K 0.07% 299
2024
Q4
$2.3M Buy
45,711
+674
+1% +$35.8K 0.06% 294
2024
Q3
$2.45M Buy
45,037
+17,419
+63% +$915K 0.07% 260
2024
Q2
$1.4M Buy
27,618
+1,308
+5% +$67.7K 0.05% 360
2024
Q1
$1.41M Buy
26,310
+2,232
+9% +$116K 0.06% 307
2023
Q4
$1.24M Buy
+24,078
New +$1.19M 0.06% 296

Other funds holding KNG

Concurrent Investment Advisors's KNG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 1.6% in Q2 2026, buying an estimated $61K and bringing the position to 79,331 shares worth $4.01M. The position accounts for 0.03% of the portfolio, ranked #501.

Concurrent Investment Advisors first reported a position in KNG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q4 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Concurrent Investment Advisors held 79,331 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $4.01M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,240 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $61K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #501 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $4.15M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.