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Kestra Private Wealth Services’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Kestra Private Wealth Services’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 		$2.72M Buy
55,793
+3,646
+7% +$185K 0.03% 471
2025
Q4 		$2.56M Sell
52,147
-3,687
-7% -$181K 0.03% 467
2025
Q3 		$2.75M Buy
55,834
+1,786
+3% +$89K 0.04% 440
2025
Q2 		$2.65M Buy
54,048
+3,747
+7% +$182K 0.04% 426
2025
Q1 		$2.54M Buy
50,301
+1,148
+2% +$58.2K 0.04% 397
2024
Q4 		$2.47M Buy
49,153
+5,109
+12% +$272K 0.04% 378
2024
Q3 		$2.4M Buy
44,044
+26,263
+148% +$1.38M 0.04% 379
2024
Q2 		$898K Buy
17,781
+6,376
+56% +$330K 0.02% 610
2024
Q1 		$613K Sell
11,405
-5,052
-31% -$262K 0.01% 723
2023
Q4 		$850K Buy
16,457
+2,535
+18% +$125K 0.02% 569
2023
Q3 		$687K Buy
+13,922
New +$730K 0.02% 563

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