LFAS
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Level Four Advisory Services’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Level Four Advisory 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 		$313K Buy
6,426
+477
+8% +$24.2K 0.01% 704
2025
Q4 		$292K Buy
5,949
+645
+12% +$31.6K 0.01% 702
2025
Q3 		$262K Buy
5,304
+832
+19% +$41.5K 0.01% 697
2025
Q2 		$220K Buy
+4,472
New +$217K 0.01% 727
2024
Q4 		– Sell
-8,300
Closed -$436K – 781
2024
Q3 		$436K Buy
8,300
+2,731
+49% +$143K 0.02% 539
2024
Q2 		$281K Buy
5,569
+970
+21% +$50.2K 0.01% 633
2024
Q1 		$238K Hold
4,599
– – 0.01% 675
2023
Q4 		$238K Buy
+4,599
New +$227K 0.01% 673

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Raymond James Financial
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UBS Group
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Envestnet Asset Management
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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