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 Q2	$4.15M	Buy	82,215 +13,203	+19%	+$649K	0.04%	282
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Foundations Investment Advisors's KNG Position: Q2 2026 in Review

Foundations Investment Advisors increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 19% in Q2 2026, buying an estimated $649K and bringing the position to 82,215 shares worth $4.15M. The position accounts for 0.04% of the portfolio, ranked #282.

Foundations Investment Advisors first reported a position in KNG in Q2 2023 and has held it in 13 quarters since. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Foundations Investment Advisors held 82,215 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $4.15M as of Q2 2026.
Foundations Investment Advisors bought 13,203 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $649K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #282 holding.
Foundations Investment Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2023 and has held it in 13 quarters since.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.