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

Next 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
2021 Q4	$270K	Buy	4,720 +257	+6%	+$14.2K	0.02%	778
2021 Q3	$231K	Hold	4,463	–	–	0.02%	772
2021 Q2	$238K	Buy	4,463 +1,689	+61%	+$90.4K	0.02%	763
2021 Q1	$142K	Buy	+2,774	New	+$136K	0.01%	890

Other funds holding KNG

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SFS

Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Next Financial Group's KNG Position: Q4 2021 in Review

Next Financial Group increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 5.8% in Q4 2021, buying an estimated $14.2K and bringing the position to 4,720 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #778.

Next Financial Group first reported a position in KNG in Q1 2021 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold KNG as of Q4 2021.

Next Financial Group held 4,720 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $270K as of Q4 2021.
Next Financial Group bought 257 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2021, an estimated $14.2K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #778 holding.
Next Financial Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2021 and has held it in 4 quarters since.
84 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.