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

Farther Finance 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 		$4.27M Sell
87,701
-49,245
-36% -$2.5M 0.04% 388
2025
Q4 		$6.73M Buy
136,946
+9,468
+7% +$464K 0.07% 247
2025
Q3 		$6.29M Buy
127,478
+27,381
+27% +$1.36M 0.1% 182
2025
Q2 		$4.91M Buy
100,097
+47,496
+90% +$2.31M 0.1% 194
2025
Q1 		$2.65M Buy
52,601
+29,965
+132% +$1.52M 0.07% 250
2024
Q4 		$1.14M Buy
22,636
+22,580
+40,321% +$1.2M 0.04% 332
2024
Q3 		$3.05K Hold
56
– – ﹤0.01% 2835
2024
Q2 		$2.8K Sell
56
-28
-33% -$1.45K ﹤0.01% 2648
2024
Q1 		$4.49K Sell
84
-60
-42% -$3.11K ﹤0.01% 2120
2023
Q4 		$7.44K Hold
144
– – ﹤0.01% 1752
2023
Q3 		$7.11K Buy
144
+56
+64% +$2.94K ﹤0.01% 1401
2023
Q2 		$4.65K Buy
88
+43
+96% +$2.22K ﹤0.01% 1458
2023
Q1 		$2.31K Buy
+45
New +$2.32K ﹤0.01% 1590

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM