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

Crux Wealth Advisors’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	$405K	Sell	8,019 -2,517	-24%	-$124K	0.14%	135
2026 Q1	$513K	Buy	10,536 +79	+0.8%	+$4.01K	0.2%	111
2025 Q4	$514K	Sell	10,457 -5,374	-34%	-$263K	0.19%	112
2025 Q3	$781K	Sell	15,831 -270	-2%	-$13.5K	0.31%	83
2025 Q2	$791K	Sell	16,101 -14,067	-47%	-$684K	0.34%	78
2025 Q1	$1.52M	Sell	30,168 -15,670	-34%	-$794K	0.79%	35
2024 Q4	$2.3M	Buy	+45,838	New	+$2.44M	1.28%	25

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

Crux Wealth Advisors's KNG Position: Q2 2026 in Review

Crux Wealth Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 24% in Q2 2026, selling an estimated $124K and leaving 8,019 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #135.

Crux Wealth Advisors first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q4 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Crux Wealth Advisors held 8,019 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $405K as of Q2 2026.
Crux Wealth Advisors sold 2,517 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $124K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.14% of Crux Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Crux Wealth Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.3M in Q4 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.