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

OFC Financial Planning’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 Q3	$1.46M	Buy	30,233 +939	+3%	+$47.7K	1.25%	21
2026 Q2	$1.48M	Sell	29,294 -2,574	-8%	-$127K	1.31%	21
2026 Q1	$1.55M	Sell	31,868 -675	-2%	-$34.3K	1.53%	16
2025 Q4	$1.6M	Sell	32,543 -3,905	-11%	-$191K	1.52%	16
2025 Q3	$1.8M	Buy	36,448 +2,433	+7%	+$121K	1.78%	12
2025 Q2	$1.67M	Buy	34,015 +1,781	+6%	+$86.6K	1.77%	13
2025 Q1	$1.63M	Buy	32,234 +3,705	+13%	+$188K	1.84%	13
2024 Q4	$1.43M	Buy	+28,529	New	+$1.52M	1.51%	15

Other funds holding KNG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

OFC Financial Planning's KNG Position: Q3 2026 in Review

OFC Financial Planning increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.2% in Q3 2026, buying an estimated $47.7K and bringing the position to 30,233 shares worth $1.46M. The position accounts for 1.25% of the portfolio, ranked #21.

OFC Financial Planning first reported a position in KNG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q3 2025. 275 funds tracked by Wall St. Rank hold KNG as of Q3 2026.

OFC Financial Planning held 30,233 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.46M as of Q3 2026.
OFC Financial Planning bought 939 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2026, an estimated $47.7K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 1.25% of OFC Financial Planning's portfolio in Q3 2026, its #21 holding.
OFC Financial Planning first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.8M in Q3 2025.
275 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.