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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-6,282
Closed -$306K 1806
2026
Q1
$306K Sell
6,282
-211
-3% -$10.7K ﹤0.01% 1156
2025
Q4
$319K Buy
+6,493
New +$318K ﹤0.01% 1103
2025
Q2
$287K Buy
+5,850
New +$284K ﹤0.01% 1043

Other funds holding KNG

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

EP Wealth Advisors sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026, closing a stake of 6,282 shares — an estimated $306K sold.

EP Wealth Advisors first reported a position in KNG in Q2 2025 and held it in 3 quarters. The position peaked at $319K in Q4 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • EP Wealth Advisors reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,282 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $306K.
  • EP Wealth Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2025 and held it in 3 quarters.
  • EP Wealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $319K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.