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

National Wealth Management 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
2025 Q4	–	Sell	-10,728	Closed	-$529K	–	269
2025 Q3	$529K	Sell	10,728 -2,959	-22%	-$147K	0.2%	119
2025 Q2	$672K	Sell	13,687 -8,114	-37%	-$395K	0.38%	61
2025 Q1	$1.1M	Buy	21,801 +993	+5%	+$50.3K	0.72%	29
2024 Q4	$1.04M	Buy	20,808 +6,098	+41%	+$324K	0.7%	32
2024 Q3	$801K	Buy	14,710 +9,800	+200%	+$515K	0.54%	44
2024 Q2	$248K	Buy	4,910 +1,166	+31%	+$60.3K	0.19%	114
2024 Q1	$201K	Buy	+3,744	New	+$194K	0.16%	127

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

National Wealth Management Group's KNG Position: Q4 2025 in Review

National Wealth Management Group sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 10,728 shares — an estimated $529K sold.

National Wealth Management Group first reported a position in KNG in Q1 2024 and held it in 7 quarters. The position peaked at $1.1M in Q1 2025. 317 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

National Wealth Management Group reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
National Wealth Management Group sold 10,728 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $529K.
National Wealth Management Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and held it in 7 quarters.
National Wealth Management Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.1M in Q1 2025.
317 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.