First Heartland Consultants’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

First Heartland Consultants’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 Q3	$408K	Buy	8,475 +376	+5%	+$19.1K	0.03%	384
2026 Q2	$409K	Buy	8,099 +1,178	+17%	+$57.9K	0.03%	373
2026 Q1	$337K	Buy	6,921 +35	+0.5%	+$1.78K	0.03%	371
2025 Q4	$338K	Buy	6,886 +1,450	+27%	+$71.1K	0.03%	386
2025 Q3	$268K	Buy	5,436 +24	+0.4%	+$1.2K	0.02%	427
2025 Q2	$266K	Sell	5,412 -838	-13%	-$40.8K	0.02%	415
2025 Q1	$316K	Buy	6,250 +173	+3%	+$8.77K	0.03%	338
2024 Q4	$305K	Sell	6,077 -5,361	-47%	-$285K	0.03%	341
2024 Q3	$623K	Buy	11,438 +1,540	+16%	+$80.9K	0.07%	201
2024 Q2	$500K	Buy	9,898 +1,653	+20%	+$85.5K	0.03%	257
2024 Q1	$443K	Sell	8,245 -22,347	-73%	-$1.16M	0.05%	267
2023 Q4	$1.58M	Buy	+30,592	New	+$1.51M	0.19%	111

Other funds holding KNG

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

First Heartland Consultants's KNG Position: Q3 2026 in Review

First Heartland Consultants increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 4.6% in Q3 2026, buying an estimated $19.1K and bringing the position to 8,475 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #384.

First Heartland Consultants first reported a position in KNG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q4 2023. 13 funds tracked by Wall St. Rank hold KNG as of Q3 2026.

First Heartland Consultants held 8,475 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $408K as of Q3 2026.
First Heartland Consultants bought 376 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2026, an estimated $19.1K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #384 holding.
First Heartland Consultants first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 12 quarters since.
First Heartland Consultants's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.58M in Q4 2023.
13 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.