Money Concepts Capital’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-9,279	Closed	-$474K	–	1809
2022 Q4	$474K	Buy	9,279 +7,116	+329%	+$360K	0.02%	445
2022 Q3	$99K	Hold	2,163	–	–	0.01%	581
2022 Q2	$107K	Sell	2,163 -240	-10%	-$12.6K	0.01%	550
2022 Q1	$132K	Buy	+2,403	New	+$131K	0.01%	899

Other funds holding KNG

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

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

Money Concepts Capital's KNG Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2023, closing a stake of 9,279 shares — an estimated $474K sold.

Money Concepts Capital first reported a position in KNG in Q1 2022 and held it in 4 quarters. The position peaked at $474K in Q4 2022. 133 funds tracked by Wall St. Rank hold KNG as of Q1 2023.

Money Concepts Capital reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 9,279 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2023, an estimated $474K.
Money Concepts Capital first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $474K in Q4 2022.
133 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.