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

Modern 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
2026 Q2	$17.4M	Buy	344,253 +335,707	+3,928%	+$16.5M	0.21%	125
2026 Q1	$416K	Sell	8,546 -36,701	-81%	-$1.86M	0.01%	619
2025 Q4	$2.22M	Sell	45,247 -162,624	-78%	-$7.97M	0.04%	282
2025 Q3	$10.3M	Buy	207,871 +29,857	+17%	+$1.49M	0.2%	122
2025 Q2	$8.74M	Buy	178,014 +11,137	+7%	+$542K	0.22%	105
2025 Q1	$8.43M	Buy	166,877 +13,530	+9%	+$686K	0.27%	83
2024 Q4	$7.7M	Buy	+153,347	New	+$8.15M	0.29%	80

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

Modern Wealth Management's KNG Position: Q2 2026 in Review

Modern Wealth Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3,928% in Q2 2026, buying an estimated $16.5M and bringing the position to 344,253 shares worth $17.4M. The position accounts for 0.21% of the portfolio, ranked #125.

Modern Wealth Management first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Modern Wealth Management held 344,253 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $17.4M as of Q2 2026.
Modern Wealth Management bought 335,707 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $16.5M.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.21% of Modern Wealth Management's portfolio in Q2 2026, its #125 holding.
Modern Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 7 quarters since.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.