Keystone Financial Group (Kentucky)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Keystone Financial Group (Kentucky)’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	-5,960	Closed	-$293K	–	457
2025 Q2	$293K	Hold	5,960	–	–	0.03%	327
2025 Q1	$301K	Buy	5,960 +50	+0.8%	+$2.53K	0.03%	293
2024 Q4	$297K	Buy	5,910 +1,545	+35%	+$82.1K	0.03%	299
2024 Q3	$238K	Buy	+4,365	New	+$229K	0.03%	324
2024 Q2	–	Sell	-4,180	Closed	-$225K	–	240
2024 Q1	$225K	Sell	4,180 -420	-9%	-$21.8K	0.03%	311
2023 Q4	$238K	Buy	+4,600	New	+$227K	0.04%	250

Other funds holding KNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s KNG Position: Q3 2025 in Review

Keystone Financial Group (Kentucky) sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 5,960 shares — an estimated $293K sold.

Keystone Financial Group (Kentucky) first reported a position in KNG in Q4 2023 and held it in 6 quarters. The position peaked at $301K in Q1 2025. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

Keystone Financial Group (Kentucky) reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,960 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $293K.
Keystone Financial Group (Kentucky) first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 6 quarters.
Keystone Financial Group (Kentucky)'s FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $301K 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 Keystone Financial Group (Kentucky)'s 13F filing for Q3 2025, filed 14 Nov 2025.