Financial Advocates Investment Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-5,724	Closed	-$281K	–	347
2025 Q2	$281K	Buy	+5,724	New	+$278K	0.02%	510
2025 Q1	–	Sell	-17,599	Closed	-$884K	–	762
2024 Q4	$884K	Sell	17,599 -5,858	-25%	-$311K	0.05%	326
2024 Q3	$1.28M	Buy	23,457 +4,769	+26%	+$250K	0.07%	254
2024 Q2	$944K	Buy	18,688 +965	+5%	+$49.9K	0.06%	303
2024 Q1	$952K	Buy	17,723 +5,273	+42%	+$273K	0.06%	316
2023 Q4	$643K	Buy	+12,450	New	+$615K	0.04%	375

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's KNG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 5,724 shares — an estimated $281K sold.

Financial Advocates Investment Management first reported a position in KNG in Q4 2023 and held it in 6 quarters. The position peaked at $1.28M in Q3 2024. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

Financial Advocates Investment Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,724 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $281K.
Financial Advocates Investment Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 6 quarters.
Financial Advocates Investment Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.28M in Q3 2024.
302 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.