Hazlett, Burt & Watson’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Hazlett, Burt & Watson’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	$168K	Sell	3,403 -200	-6%	-$10.2K	0.05%	273
2025 Q4	$179K	Buy	3,603 +1,072	+42%	+$52.5K	0.06%	266
2025 Q3	$126K	Buy	2,531 +1,260	+99%	+$62.8K	0.04%	286
2025 Q2	$63K	Buy	1,271 +433	+52%	+$21.1K	0.03%	341
2025 Q1	$43K	Buy	838 +698	+499%	+$35.4K	0.02%	377
2024 Q4	$7K	Sell	140 -512	-79%	-$27.2K	﹤0.01%	585
2024 Q3	$36K	Buy	652 +15	+2%	+$788	0.02%	393
2024 Q2	$32K	Buy	+637	New	+$32.9K	0.02%	394

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 $83.7B AUM 27.22% 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 $392M AUM

Hazlett, Burt & Watson's KNG Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 5.6% in Q1 2026, selling an estimated $10.2K and leaving 3,403 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #273.

Hazlett, Burt & Watson first reported a position in KNG in Q2 2024 and has held it in 8 quarters since. The position peaked at $179K in Q4 2025. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Hazlett, Burt & Watson held 3,403 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $168K as of Q1 2026.
Hazlett, Burt & Watson sold 200 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $10.2K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #273 holding.
Hazlett, Burt & Watson first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2024 and has held it in 8 quarters since.
Hazlett, Burt & Watson's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $179K in Q4 2025.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.