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Liberty Wealth Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Liberty Wealth Management’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
2019
Q3 		– Sell
-39
Closed -$2K – 926
2019
Q2 		$2K Buy
+39
New +$1.66K ﹤0.01% 765

Other funds holding KNG

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Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Liberty Wealth Management's KNG Position: Q3 2019 in Review

Liberty Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2019, closing a stake of 39 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in KNG in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 14 funds tracked by Wall St. Rank hold KNG as of Q3 2019.

  • Liberty Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 39 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2019, an estimated $2K.
  • Liberty Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2K in Q2 2019.
  • 14 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.