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M Holdings Securities’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

M Holdings Securities’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
2022
Q2 		– Sell
-5,579
Closed -$306K – 491
2022
Q1 		$306K Buy
+5,579
New +$304K 0.02% 392

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M Holdings Securities's KNG Position: Q2 2022 in Review

M Holdings Securities sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2022, closing a stake of 5,579 shares — an estimated $306K sold.

M Holdings Securities first reported a position in KNG in Q1 2022 and held it in 1 quarter. The position peaked at $306K in Q1 2022. 106 funds tracked by Wall St. Rank hold KNG as of Q2 2022.

  • M Holdings Securities reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2022 after selling out during the quarter.
  • M Holdings Securities sold 5,579 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2022, an estimated $306K.
  • M Holdings Securities first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2022 and held it in 1 quarter.
  • M Holdings Securities's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $306K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.