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

Doyle Wealth Management’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
2019 Q3	–	Sell	-1,775	Closed	-$77K	–	496
2019 Q2	$77K	Buy	+1,775	New	+$75.5K	0.01%	297
2019 Q1	–	Sell	-2,675	Closed	-$102K	–	482
2018 Q4	$102K	Buy	+2,675	New	+$109K	0.02%	250

Other funds holding KNG

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Doyle Wealth Management's KNG Position: Q3 2019 in Review

Doyle Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2019, closing a stake of 1,775 shares — an estimated $77K sold.

Doyle Wealth Management first reported a position in KNG in Q4 2018 and held it in 2 quarters. The position peaked at $102K in Q4 2018. 14 funds tracked by Wall St. Rank hold KNG as of Q3 2019.

Doyle Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,775 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2019, an estimated $77K.
Doyle Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $102K in Q4 2018.
14 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.