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Legacy Wealth Management (Idaho)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		$1.7M Buy
33,700
+677
+2% +$33.3K 0.7% 31
2026
Q1 		$1.61M Buy
33,023
+17,748
+116% +$902K 0.8% 26
2025
Q4 		$751K Buy
15,275
+2,374
+18% +$116K 0.36% 62
2025
Q3 		$636K Buy
12,901
+878
+7% +$43.8K 0.29% 60
2025
Q2 		$590K Buy
12,023
+3,310
+38% +$161K 0.31% 45
2025
Q1 		$440K Buy
8,713
+1,792
+26% +$90.8K 0.31% 46
2024
Q4 		$350K Buy
6,921
+2,930
+73% +$156K 0.22% 54
2024
Q3 		$215K Buy
+3,991
New +$210K 0.13% 63

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s KNG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 2.1% in Q2 2026, buying an estimated $33.3K and bringing the position to 33,700 shares worth $1.7M. The position accounts for 0.7% of the portfolio, ranked #31.

Legacy Wealth Management (Idaho) first reported a position in KNG in Q3 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 33,700 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.7M as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 677 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $33.3K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.7% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #31 holding.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.