Core Wealth Partners’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Core Wealth Partners’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 Q2	$437K	Sell	8,647 -5,758	-40%	-$283K	0.19%	108
2026 Q1	$702K	Buy	14,405 +671	+5%	+$34.1K	0.33%	75
2025 Q4	$675K	Sell	13,734 -1,687	-11%	-$82.7K	0.3%	73
2025 Q3	$760K	Buy	15,421 +1,669	+12%	+$83.2K	0.35%	64
2025 Q2	$675K	Buy	13,752 +2,882	+27%	+$140K	0.34%	70
2025 Q1	$549K	Buy	10,870 +4,615	+74%	+$234K	0.32%	77
2024 Q4	$314K	Buy	6,255 +810	+15%	+$43.1K	0.18%	119
2024 Q3	$297K	Buy	+5,445	New	+$286K	0.18%	115

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Core Wealth Partners's KNG Position: Q2 2026 in Review

Core Wealth Partners reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 40% in Q2 2026, selling an estimated $283K and leaving 8,647 shares worth $437K. The position accounts for 0.19% of the portfolio, ranked #108.

Core Wealth Partners first reported a position in KNG in Q3 2024 and has held it in 8 quarters since. The position peaked at $760K in Q3 2025. 308 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Core Wealth Partners held 8,647 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $437K as of Q2 2026.
Core Wealth Partners sold 5,758 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $283K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.19% of Core Wealth Partners's portfolio in Q2 2026, its #108 holding.
Core Wealth Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2024 and has held it in 8 quarters since.
Core Wealth Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $760K in Q3 2025.
308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.