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

Independent Financial Group’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 Q2	$6.91M	Sell	136,925 -8,591	-6%	-$423K	0.13%	151
2026 Q1	$7.09M	Sell	145,516 -13,529	-9%	-$687K	0.16%	125
2025 Q4	$7.82M	Sell	159,045 -58,451	-27%	-$2.86M	0.17%	112
2025 Q3	$10.7M	Buy	217,496 +84,203	+63%	+$4.2M	0.26%	71
2025 Q2	$6.54M	Buy	133,293 +44,451	+50%	+$2.16M	0.18%	106
2025 Q1	$4.49M	Buy	88,842 +10,120	+13%	+$513K	0.15%	135
2024 Q4	$3.95M	Buy	78,722 +3,397	+5%	+$181K	0.13%	143
2024 Q3	$4.1M	Buy	75,325 +1,598	+2%	+$83.9K	0.15%	124
2024 Q2	$3.72M	Sell	73,727 -37	-0.1%	-$1.91K	0.15%	129
2024 Q1	$3.96M	Buy	73,764 +3,762	+5%	+$195K	0.18%	118
2023 Q4	$3.62M	Buy	70,002 +14,950	+27%	+$738K	0.19%	117
2023 Q3	$2.72M	Buy	+55,052	New	+$2.89M	0.18%	122

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Independent Financial Group's KNG Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 5.9% in Q2 2026, selling an estimated $423K and leaving 136,925 shares worth $6.91M. The position accounts for 0.13% of the portfolio, ranked #151.

Independent Financial Group first reported a position in KNG in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q3 2025. 297 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Independent Financial Group held 136,925 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $6.91M as of Q2 2026.
Independent Financial Group sold 8,591 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $423K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.13% of Independent Financial Group's portfolio in Q2 2026, its #151 holding.
Independent Financial Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and has held it in 12 quarters since.
Independent Financial Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $10.7M in Q3 2025.
297 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.