Householder Group Estate & Retirement Specialist’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1.09M	Sell	21,742 -78,969	-78%	-$4.2M	0.82%	24
2024 Q3	$5.49M	Buy	100,711 +27,308	+37%	+$1.43M	1.6%	10
2024 Q2	$3.71M	Buy	73,403 +29,098	+66%	+$1.51M	1.04%	20
2024 Q1	$2.38M	Buy	44,305 +38,672	+687%	+$2M	0.71%	30
2023 Q4	$291K	Buy	+5,633	New	+$278K	0.1%	188

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 $424B AUM 22.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's KNG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 78% in Q4 2024, selling an estimated $4.2M and leaving 21,742 shares worth $1.09M. The position accounts for 0.82% of the portfolio, ranked #24.

Householder Group Estate & Retirement Specialist first reported a position in KNG in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.49M in Q3 2024. 323 funds tracked by Wall St. Rank hold KNG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 21,742 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.09M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 78,969 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2024, an estimated $4.2M.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.82% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #24 holding.
Householder Group Estate & Retirement Specialist first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 5 quarters since.
Householder Group Estate & Retirement Specialist's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $5.49M 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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.