Coppell Advisory Solutions Corp’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
2024
Q1
$21.4M Buy
+398,473
New +$20.6M 4.03% 3
2023
Q1
Sell
-1,236
Closed -$63.1K 683
2022
Q4
$63.1K Buy
+1,236
New +$62.6K 0.02% 273

Other funds holding KNG

Coppell Advisory Solutions Corp's KNG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2024: 398,473 shares worth $21.4M. The stake represents 4.03% of the portfolio and ranks #3 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in KNG as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in KNG in Q4 2022 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold KNG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 398,473 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $21.4M as of Q1 2024.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 4.03% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #3 holding.
  • Coppell Advisory Solutions Corp first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.