Guardian Wealth Advisors (North Carolina)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q4	–	Sell	-500	Closed	-$27.2K	–	526
2024 Q3	$27.2K	Hold	500	–	–	﹤0.01%	341
2024 Q2	$25.3K	Hold	500	–	–	﹤0.01%	333
2024 Q1	$26.9K	Buy	500 +151	+43%	+$7.82K	﹤0.01%	350
2023 Q4	$18K	Hold	349	–	–	﹤0.01%	356
2023 Q3	$17.2K	Buy	349 +300	+612%	+$15.7K	﹤0.01%	339
2023 Q2	$2.59K	Buy	+49	New	+$2.53K	﹤0.01%	384

Other funds holding KNG

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s KNG Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2024, closing a stake of 500 shares — an estimated $27.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in KNG in Q2 2023 and held it in 6 quarters. The position peaked at $27.2K in Q3 2024. 323 funds tracked by Wall St. Rank hold KNG as of Q4 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 500 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2024, an estimated $27.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2023 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $27.2K in Q3 2024.
323 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.