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

Foundations Investment 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 		$3.36M Buy
69,012
+38,528
+126% +$1.96M 0.04% 282
2025
Q4 		$1.5M Sell
30,484
-17,867
-37% -$876K 0.02% 409
2025
Q3 		$2.38M Sell
48,351
-6,979
-13% -$348K 0.03% 298
2025
Q2 		$2.72M Buy
55,330
+10,785
+24% +$524K 0.04% 269
2025
Q1 		$2.25M Sell
44,545
-16,730
-27% -$848K 0.04% 279
2024
Q4 		$3.08M Buy
61,275
+982
+2% +$52.2K 0.06% 230
2024
Q3 		$3.28M Sell
60,293
-1,547
-3% -$81.2K 0.07% 216
2024
Q2 		$3.12M Buy
61,840
+12,490
+25% +$646K 0.08% 193
2024
Q1 		$2.65M Buy
49,350
+9,202
+23% +$477K 0.07% 209
2023
Q4 		$2.07M Buy
40,148
+12,081
+43% +$597K 0.06% 225
2023
Q3 		$1.39M Buy
28,067
+17,003
+154% +$892K 0.04% 257
2023
Q2 		$585K Buy
+11,064
New +$571K 0.02% 336

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