Merit Financial Group’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Merit Financial Group’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	$704K	Sell	13,937 -2,979	-18%	-$147K	﹤0.01%	1289
2026 Q1	$824K	Sell	16,916 -15,792	-48%	-$802K	0.01%	1081
2025 Q4	$1.61M	Buy	32,708 +721	+2%	+$35.3K	0.01%	726
2025 Q3	$1.58M	Buy	+31,987	New	+$1.59M	0.01%	663
2023 Q4	–	Sell	-32,842	Closed	-$1.62M	–	806
2023 Q3	$1.62M	Sell	32,842 -1,304	-4%	-$68.4K	0.05%	253
2023 Q2	$1.8M	Sell	34,146 -146	-0.4%	-$7.53K	0.06%	238
2023 Q1	$1.76M	Buy	+34,292	New	+$1.77M	0.06%	215

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Merit Financial Group's KNG Position: Q2 2026 in Review

Merit Financial Group reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 18% in Q2 2026, selling an estimated $147K and leaving 13,937 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Merit Financial Group first reported a position in KNG in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.8M in Q2 2023. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Merit Financial Group held 13,937 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $704K as of Q2 2026.
Merit Financial Group sold 2,979 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $147K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1289 holding.
Merit Financial Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2023 and has held it in 7 quarters since.
Merit Financial Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.8M in Q2 2023.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.