Focus Partners Wealth’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Focus Partners Wealth’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	$3.02M	Buy	62,085 +4,543	+8%	+$231K	﹤0.01%	1133
2025 Q4	$2.83M	Sell	57,542 -73	-0.1%	-$3.58K	﹤0.01%	1182
2025 Q3	$2.84M	Buy	57,615 +27,511	+91%	+$1.37M	﹤0.01%	914
2025 Q2	$1.48M	Buy	30,104 +3,703	+14%	+$180K	﹤0.01%	990
2025 Q1	$1.33M	Buy	26,401 +4,356	+20%	+$221K	﹤0.01%	970
2024 Q4	$1.11M	Buy	+22,045	New	+$1.17M	﹤0.01%	1021

Other funds holding KNG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $358M AUM

Focus Partners Wealth's KNG Position: Q1 2026 in Review

Focus Partners Wealth increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 7.9% in Q1 2026, buying an estimated $231K and bringing the position to 62,085 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Focus Partners Wealth first reported a position in KNG in Q4 2024 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Focus Partners Wealth held 62,085 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $3.02M as of Q1 2026.
Focus Partners Wealth bought 4,543 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $231K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1133 holding.
Focus Partners Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 6 quarters since.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.