Integrated Wealth Concepts’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Integrated Wealth Concepts’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	$6.98M	Sell	138,120 -6,205	-4%	-$305K	0.03%	472
2026 Q1	$7.03M	Sell	144,325 -21,626	-13%	-$1.1M	0.06%	320
2025 Q4	$8.16M	Sell	165,951 -42,065	-20%	-$2.06M	0.1%	188
2025 Q3	$10.3M	Sell	208,016 -90,207	-30%	-$4.5M	0.09%	210
2025 Q2	$14.6M	Buy	298,223 +10,160	+4%	+$494K	0.15%	139
2025 Q1	$14.6M	Buy	288,063 +4,655	+2%	+$236K	0.17%	127
2024 Q4	$14.2M	Buy	283,408 +24,751	+10%	+$1.32M	0.17%	131
2024 Q3	$14.1M	Buy	258,657 +27,362	+12%	+$1.44M	0.17%	129
2024 Q2	$11.7M	Buy	231,295 +15,240	+7%	+$788K	0.16%	136
2024 Q1	$11.6M	Buy	216,055 +6,556	+3%	+$340K	0.17%	141
2023 Q4	$10.8M	Buy	209,499 +9,390	+5%	+$464K	0.18%	137
2023 Q3	$9.88M	Buy	200,109 +123,083	+160%	+$6.46M	0.17%	137
2023 Q2	$4.07M	Buy	77,026 +1,270	+2%	+$65.5K	0.07%	260
2023 Q1	$3.9M	Buy	75,756 +11,288	+18%	+$582K	0.08%	235
2022 Q4	$3.29M	Buy	64,468 +48,460	+303%	+$2.45M	0.09%	214
2022 Q3	$730K	Sell	16,008 -223	-1%	-$11.3K	0.02%	488
2022 Q2	$797K	Sell	16,231 -1,384	-8%	-$72.7K	0.02%	476
2022 Q1	$965K	Buy	17,615 +1,688	+11%	+$92.1K	0.03%	404
2021 Q4	$911K	Sell	15,927 -255	-2%	-$14.1K	0.03%	453
2021 Q3	$839K	Buy	+16,182	New	+$878K	0.03%	445

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

Integrated Wealth Concepts's KNG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 4.3% in Q2 2026, selling an estimated $305K and leaving 138,120 shares worth $6.98M. The position accounts for 0.03% of the portfolio, ranked #472.

Integrated Wealth Concepts first reported a position in KNG in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.6M in Q2 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Integrated Wealth Concepts held 138,120 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $6.98M as of Q2 2026.
Integrated Wealth Concepts sold 6,205 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $305K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #472 holding.
Integrated Wealth Concepts first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2021 and has held it in 20 quarters since.
Integrated Wealth Concepts's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $14.6M in Q2 2025.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.