IA
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IFG Advisory’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

IFG Advisory’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 		– Sell
-17,446
Closed -$857K – 655
2025
Q4 		$857K Buy
17,446
+111
+0.6% +$5.44K 0.04% 404
2025
Q3 		$855K Sell
17,335
-1,410
-8% -$70.3K 0.04% 385
2025
Q2 		$920K Sell
18,745
-397
-2% -$19.3K 0.05% 363
2025
Q1 		$967K Sell
19,142
-221
-1% -$11.2K 0.05% 330
2024
Q4 		$972K Buy
19,363
+6,075
+46% +$323K 0.06% 297
2024
Q3 		$724K Sell
13,288
-6,655
-33% -$350K 0.05% 301
2024
Q2 		$1.01M Buy
19,943
+7,222
+57% +$374K 0.06% 278
2024
Q1 		$683K Buy
12,721
+5,792
+84% +$300K 0.05% 284
2023
Q4 		$358K Buy
6,929
+2,796
+68% +$138K 0.03% 437
2023
Q3 		$204K Buy
+4,133
New +$217K 0.02% 516

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM