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FSB Premier Wealth Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

FSB Premier Wealth Management’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 		$285K Sell
5,636
-273
-5% -$13.4K 0.08% 211
2026
Q1 		$288K Sell
5,909
-392
-6% -$19.9K 0.09% 202
2025
Q4 		$310K Sell
6,301
-2,497
-28% -$122K 0.1% 184
2025
Q3 		$434K Sell
8,798
-220
-2% -$11K 0.14% 146
2025
Q2 		$443K Buy
9,018
+165
+2% +$8.02K 0.16% 140
2025
Q1 		$447K Sell
8,853
-1,881
-18% -$95.3K 0.17% 131
2024
Q4 		$539K Sell
10,734
-37
-0.3% -$1.97K 0.22% 113
2024
Q3 		$587K Buy
10,771
+209
+2% +$11K 0.24% 105
2024
Q2 		$534K Sell
10,562
-349
-3% -$18.1K 0.24% 99
2024
Q1 		$586K Buy
10,911
+448
+4% +$23.2K 0.27% 81
2023
Q4 		$541K Buy
10,463
+451
+5% +$22.3K 0.27% 81
2023
Q3 		$494K Buy
10,012
+5,192
+108% +$272K 0.28% 84
2023
Q2 		$255K Buy
4,820
+283
+6% +$14.6K 0.14% 128
2023
Q1 		$233K Buy
4,537
+611
+16% +$31.5K 0.13% 130
2022
Q4 		$201K Buy
+3,926
New +$199K 0.11% 141
2022
Q1 		– Sell
-835
Closed -$47K – 347
2021
Q4 		$47K Buy
+835
New +$46K 0.02% 239

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FSB Premier Wealth Management's KNG Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 4.6% in Q2 2026, selling an estimated $13.4K and leaving 5,636 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #211.

FSB Premier Wealth Management first reported a position in KNG in Q4 2021 and has held it in 16 quarters since. The position peaked at $587K in Q3 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • FSB Premier Wealth Management held 5,636 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $285K as of Q2 2026.
  • FSB Premier Wealth Management sold 273 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $13.4K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.08% of FSB Premier Wealth Management's portfolio in Q2 2026, its #211 holding.
  • FSB Premier Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2021 and has held it in 16 quarters since.
  • FSB Premier Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $587K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.