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

Essex Financial Services’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
Q2 		$435K Buy
8,622
+142
+2% +$6.99K 0.02% 523
2026
Q1 		$413K Sell
8,480
-731
-8% -$37.1K 0.02% 508
2025
Q4 		$453K Sell
9,211
-1,382
-13% -$67.7K 0.03% 467
2025
Q3 		$522K Buy
10,593
+144
+1% +$7.18K 0.03% 411
2025
Q2 		$513K Sell
10,449
-607
-5% -$29.5K 0.03% 401
2025
Q1 		$559K Buy
11,056
+138
+1% +$6.99K 0.04% 355
2024
Q4 		$548K Buy
10,918
+513
+5% +$27.3K 0.04% 359
2024
Q3 		$559K Buy
10,405
+188
+2% +$9.87K 0.04% 356
2024
Q2 		$530K Buy
10,217
+1,642
+19% +$84.9K 0.04% 366
2024
Q1 		$461K Buy
+8,575
New +$444K 0.04% 339

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

Essex Financial Services's KNG Position: Q2 2026 in Review

Essex Financial Services increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 1.7% in Q2 2026, buying an estimated $6.99K and bringing the position to 8,622 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #523.

Essex Financial Services first reported a position in KNG in Q1 2024 and has held it in 10 quarters since. The position peaked at $559K in Q3 2024. 244 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Essex Financial Services held 8,622 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $435K as of Q2 2026.
  • Essex Financial Services bought 142 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $6.99K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #523 holding.
  • Essex Financial Services first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Essex Financial Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $559K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.