LMKC
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L.M. Kohn & Company’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

L.M. Kohn & Company’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 		$214K Sell
4,340
-2,142
-33% -$107K 0.26% 110
2025
Q2 		$318K Sell
6,482
-1,200
-16% -$58.4K 0.09% 191
2025
Q1 		$388K Buy
7,682
+1,453
+23% +$73.6K 0.1% 167
2024
Q4 		$313K Buy
6,229
+2,390
+62% +$127K 0.08% 179
2024
Q3 		$209K Sell
3,839
-5,149
-57% -$270K 0.05% 259
2024
Q2 		$454K Sell
8,988
-2,880
-24% -$149K 0.12% 147
2024
Q1 		$637K Buy
11,868
+928
+8% +$48.1K 0.18% 122
2023
Q4 		$565K Buy
10,940
+2,226
+26% +$110K 0.18% 116
2023
Q3 		$430K Buy
8,714
+2,784
+47% +$146K 0.16% 130
2023
Q2 		$313K Buy
5,930
+1,850
+45% +$95.4K 0.12% 161
2023
Q1 		$210K Sell
4,080
-80
-2% -$4.13K 0.09% 197
2022
Q4 		$213K Sell
4,160
-800
-16% -$40.5K 0.1% 193
2022
Q3 		$227K Hold
4,960
– – 0.11% 177
2022
Q2 		$244K Sell
4,960
-185
-4% -$9.72K 0.11% 188
2022
Q1 		$282K Buy
+5,145
New +$281K 0.11% 192

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

L.M. Kohn & Company's KNG Position: Q3 2025 in Review

L.M. Kohn & Company reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 33% in Q3 2025, selling an estimated $107K and leaving 4,340 shares worth $214K. The position accounts for 0.26% of the portfolio, ranked #110.

L.M. Kohn & Company first reported a position in KNG in Q1 2022 and has held it in 15 quarters since. The position peaked at $637K in Q1 2024. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

  • L.M. Kohn & Company held 4,340 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $214K as of Q3 2025.
  • L.M. Kohn & Company sold 2,142 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $107K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.26% of L.M. Kohn & Company's portfolio in Q3 2025, its #110 holding.
  • L.M. Kohn & Company first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $637K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.