Holcombe Financial’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Holcombe Financial’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
2025 Q3	–	Sell	-61,997	Closed	-$3.04M	–	43
2025 Q2	$3.04M	Buy	61,997 +5,607	+10%	+$273K	2.29%	11
2025 Q1	$2.85M	Buy	56,390 +1,658	+3%	+$84K	2.37%	9
2024 Q4	$2.75M	Buy	+54,732	New	+$2.91M	2.26%	9

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Holcombe Financial's KNG Position: Q3 2025 in Review

Holcombe Financial sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 61,997 shares — an estimated $3.04M sold.

Holcombe Financial first reported a position in KNG in Q4 2024 and held it in 3 quarters. The position peaked at $3.04M in Q2 2025. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

Holcombe Financial reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
Holcombe Financial sold 61,997 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $3.04M.
Holcombe Financial first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and held it in 3 quarters.
Holcombe Financial's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.04M in Q2 2025.
302 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2025.

Based on Holcombe Financial's 13F filing for Q3 2025, filed 27 Oct 2025.