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

DHJJ Financial 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 Q1	$975	Sell	20 -120	-86%	-$6.1K	﹤0.01%	818
2025 Q4	$6.88K	Sell	140 -2,033	-94%	-$99.6K	﹤0.01%	606
2025 Q3	$107K	Hold	2,173	–	–	0.04%	250
2025 Q2	$107K	Sell	2,173 -385	-15%	-$18.7K	0.04%	242
2025 Q1	$129K	Sell	2,558 -20	-0.8%	-$1.01K	0.05%	191
2024 Q4	$129K	Sell	2,578 -12	-0.5%	-$638	0.05%	192
2024 Q3	$141K	Hold	2,590	–	–	0.06%	180
2024 Q2	$131K	Buy	2,590 +2,438	+1,604%	+$126K	0.06%	179
2024 Q1	$8.16K	Buy	152 +7	+5%	+$362	﹤0.01%	467
2023 Q4	$7.49K	Sell	145 -5	-3%	-$247	﹤0.01%	465
2023 Q3	$7.4K	Buy	+150	New	+$7.87K	﹤0.01%	461

Other funds holding KNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $358M AUM

DHJJ Financial Advisors's KNG Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 86% in Q1 2026, selling an estimated $6.1K and leaving 20 shares worth $975. The position accounts for ﹤0.01% of the portfolio, ranked #818.

DHJJ Financial Advisors first reported a position in KNG in Q3 2023 and has held it in 11 quarters since. The position peaked at $141K in Q3 2024. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

DHJJ Financial Advisors held 20 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $975 as of Q1 2026.
DHJJ Financial Advisors sold 120 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $6.1K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #818 holding.
DHJJ Financial Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $141K in Q3 2024.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.