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

Cyndeo 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 Q1	–	Sell	-5,189	Closed	-$255K	–	504
2025 Q4	$255K	Sell	5,189 -741	-12%	-$36.3K	0.01%	424
2025 Q3	$292K	Sell	5,930 -823	-12%	-$41K	0.02%	394
2025 Q2	$332K	Sell	6,753 -2,728	-29%	-$133K	0.02%	369
2025 Q1	$479K	Sell	9,481 -1,085	-10%	-$55K	0.03%	301
2024 Q4	$531K	Sell	10,566 -4,087	-28%	-$217K	0.04%	289
2024 Q3	$798K	Buy	+14,653	New	+$770K	0.06%	243

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 22.9% 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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Cyndeo Wealth Partners's KNG Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2026, closing a stake of 5,189 shares — an estimated $255K sold.

Cyndeo Wealth Partners first reported a position in KNG in Q3 2024 and held it in 6 quarters. The position peaked at $798K in Q3 2024. 308 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Cyndeo Wealth Partners reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 5,189 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $255K.
Cyndeo Wealth Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2024 and held it in 6 quarters.
Cyndeo Wealth Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $798K in Q3 2024.
308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.