LRI Investments’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

LRI Investments’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 Q4	–	Sell	-14,000	Closed	-$690K	–	1382
2025 Q3	$690K	Buy	14,000 +4,000	+40%	+$199K	0.06%	151
2025 Q2	$491K	Sell	10,000 -15,000	-60%	-$729K	0.04%	181
2025 Q1	$1.26M	Hold	25,000	–	–	0.12%	82
2024 Q4	$1.26M	Buy	+25,000	New	+$1.33M	0.12%	68

Other funds holding KNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

LRI Investments's KNG Position: Q4 2025 in Review

LRI Investments sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 14,000 shares — an estimated $690K sold.

LRI Investments first reported a position in KNG in Q4 2024 and held it in 4 quarters. The position peaked at $1.26M in Q1 2025. 317 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

LRI Investments reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
LRI Investments sold 14,000 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $690K.
LRI Investments first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and held it in 4 quarters.
LRI Investments's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.26M in Q1 2025.
317 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.