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

Consolidated Planning Corp’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	$242K	Sell	4,968 -2,018	-29%	-$103K	0.04%	132
2025 Q4	$343K	Sell	6,986 -5	-0.1%	-$245	0.03%	166
2025 Q3	$345K	Sell	6,991 -2	-0%	-$100	0.04%	156
2025 Q2	$343K	Sell	6,993 -27	-0.4%	-$1.31K	0.04%	150
2025 Q1	$355K	Sell	7,020 -18	-0.3%	-$912	0.05%	147
2024 Q4	$353K	Buy	7,038 +66	+0.9%	+$3.51K	0.05%	152
2024 Q3	$380K	Sell	6,972 -283	-4%	-$14.9K	0.06%	142
2024 Q2	$367K	Buy	7,255 +387	+6%	+$20K	0.06%	129
2024 Q1	$369K	Buy	6,868 +2,529	+58%	+$131K	0.06%	119
2023 Q4	$224K	Buy	+4,339	New	+$214K	0.04%	156

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

Consolidated Planning Corp's KNG Position: Q1 2026 in Review

Consolidated Planning Corp reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 29% in Q1 2026, selling an estimated $103K and leaving 4,968 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #132.

Consolidated Planning Corp first reported a position in KNG in Q4 2023 and has held it in 10 quarters since. The position peaked at $380K in Q3 2024. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Consolidated Planning Corp held 4,968 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $242K as of Q1 2026.
Consolidated Planning Corp sold 2,018 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $103K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.04% of Consolidated Planning Corp's portfolio in Q1 2026, its #132 holding.
Consolidated Planning Corp first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 10 quarters since.
Consolidated Planning Corp's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $380K in Q3 2024.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.