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

Cooper Financial Group’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
2022
Q4 		– Sell
-5,620
Closed -$256K – 300
2022
Q3 		$256K Sell
5,620
-1,571
-22% -$79.7K 0.09% 204
2022
Q2 		$353K Buy
+7,191
New +$378K 0.13% 162

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cooper Financial Group's KNG Position: Q4 2022 in Review

Cooper Financial Group sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2022, closing a stake of 5,620 shares — an estimated $256K sold.

Cooper Financial Group first reported a position in KNG in Q2 2022 and held it in 2 quarters. The position peaked at $353K in Q2 2022. 123 funds tracked by Wall St. Rank hold KNG as of Q4 2022.

  • Cooper Financial Group reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2022 after selling out during the quarter.
  • Cooper Financial Group sold 5,620 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2022, an estimated $256K.
  • Cooper Financial Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2022 and held it in 2 quarters.
  • Cooper Financial Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $353K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2022.

Based on Cooper Financial Group's 13F filing for Q4 2022, filed 13 Jan 2023.