Mount Yale Investment Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Mount Yale Investment Advisors’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 Q1	$241K	Buy	4,940 +162	+3%	+$8.23K	0.01%	989
2025 Q4	$235K	Buy	+4,778	New	+$234K	0.01%	657

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 $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 $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

Mount Yale Investment Advisors's KNG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.4% in Q1 2026, buying an estimated $8.23K and bringing the position to 4,940 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #989.

Mount Yale Investment Advisors first reported a position in KNG in Q4 2025 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Mount Yale Investment Advisors held 4,940 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $241K as of Q1 2026.
Mount Yale Investment Advisors bought 162 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $8.23K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #989 holding.
Mount Yale Investment Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2025 and has held it in 2 quarters since.
305 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.