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

FinTrust Capital 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
2024 Q3	$1.5M	Buy	27,443 +10,865	+66%	+$571K	0.25%	86
2024 Q2	$838K	Buy	16,578 +4,318	+35%	+$223K	0.15%	125
2024 Q1	$659K	Buy	12,260 +11,852	+2,905%	+$614K	0.13%	147
2023 Q4	$21.1K	Buy	+408	New	+$20.2K	﹤0.01%	687

Other funds holding KNG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FinTrust Capital Advisors's KNG Position: Q3 2024 in Review

FinTrust Capital Advisors increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 66% in Q3 2024, buying an estimated $571K and bringing the position to 27,443 shares worth $1.5M. The position accounts for 0.25% of the portfolio, ranked #86.

FinTrust Capital Advisors first reported a position in KNG in Q4 2023 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold KNG as of Q3 2024.

FinTrust Capital Advisors held 27,443 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.5M as of Q3 2024.
FinTrust Capital Advisors bought 10,865 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2024, an estimated $571K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.25% of FinTrust Capital Advisors's portfolio in Q3 2024, its #86 holding.
FinTrust Capital Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 4 quarters since.
287 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.