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

INVST’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
-56,708
Closed -$2.78M – 314
2025
Q2 		$2.78M Sell
56,708
-3,528
-6% -$172K 0.35% 56
2025
Q1 		$3.04M Buy
60,236
+11,656
+24% +$591K 0.42% 54
2024
Q4 		$2.44M Buy
48,580
+19,396
+66% +$1.03M 0.3% 66
2024
Q3 		$1.59M Buy
29,184
+19,529
+202% +$1.03M 0.19% 80
2024
Q2 		$483K Buy
+9,655
New +$499K 0.05% 167

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

INVST's KNG Position: Q3 2025 in Review

INVST sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 56,708 shares — an estimated $2.78M sold.

INVST first reported a position in KNG in Q2 2024 and held it in 5 quarters. The position peaked at $3.04M in Q1 2025. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

  • INVST reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • INVST sold 56,708 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $2.78M.
  • INVST first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2024 and held it in 5 quarters.
  • INVST's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.04M in Q1 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 INVST's 13F filing for Q3 2025, filed 4 Feb 2026.