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

Ergawealth 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	$555K	Sell	11,390 -4,156	-27%	-$211K	0.25%	28
2025 Q4	$764K	Sell	15,546 -84,471	-84%	-$4.14M	0.35%	25
2025 Q3	$4.93M	Sell	100,017 -77,024	-44%	-$3.84M	2.3%	15
2025 Q2	$8.69M	Sell	177,041 -40,662	-19%	-$1.98M	3.91%	9
2025 Q1	$11M	Buy	217,703 +5,956	+3%	+$302K	5.45%	7
2024 Q4	$10.6M	Sell	211,747 -14,223	-6%	-$756K	5.25%	7
2024 Q3	$12.3M	Sell	225,970 -4,031	-2%	-$212K	6.1%	6
2024 Q2	$11.6M	Sell	230,001 -19,857	-8%	-$1.03M	6.32%	6
2024 Q1	$13.4M	Buy	249,858 +47,500	+23%	+$2.46M	7.36%	6
2023 Q4	$10.5M	Buy	202,358 +143,957	+246%	+$7.11M	6.43%	6
2023 Q3	$2.88M	Buy	+58,401	New	+$3.06M	1.99%	12

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

Ergawealth Advisors's KNG Position: Q1 2026 in Review

Ergawealth Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 27% in Q1 2026, selling an estimated $211K and leaving 11,390 shares worth $555K. The position accounts for 0.25% of the portfolio, ranked #28.

Ergawealth Advisors first reported a position in KNG in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q1 2024. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Ergawealth Advisors held 11,390 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $555K as of Q1 2026.
Ergawealth Advisors sold 4,156 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $211K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.25% of Ergawealth Advisors's portfolio in Q1 2026, its #28 holding.
Ergawealth 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.
Ergawealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $13.4M in Q1 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 Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.