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Lee Financial Group Hawaii’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Lee Financial Group Hawaii’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
2024
Q1 		$615K Buy
11,459
+355
+3% +$18.4K 0.48% 20
2023
Q4 		$574K Buy
+11,104
New +$548K 0.49% 20

Other funds holding KNG

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lee Financial Group Hawaii's KNG Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.2% in Q1 2024, buying an estimated $18.4K and bringing the position to 11,459 shares worth $615K. The position accounts for 0.48% of the portfolio, ranked #20.

Lee Financial Group Hawaii first reported a position in KNG in Q4 2023 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold KNG as of Q1 2024.

  • Lee Financial Group Hawaii held 11,459 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $615K as of Q1 2024.
  • Lee Financial Group Hawaii bought 355 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2024, an estimated $18.4K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.48% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #20 holding.
  • Lee Financial Group Hawaii first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.