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 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 $445B AUM 25.58% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OFC Financial Planning's KNG Position: Q2 2026 in Review

OFC Financial Planning reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 8.1% in Q2 2026, selling an estimated $127K and leaving 29,294 shares worth $1.48M. The position accounts for 1.31% of the portfolio, ranked #21.

OFC Financial Planning first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 202 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

OFC Financial Planning held 29,294 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.48M as of Q2 2026.
OFC Financial Planning sold 2,574 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $127K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 1.31% of OFC Financial Planning's portfolio in Q2 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 7 quarters since.
OFC Financial Planning's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.8M in Q3 2025.
202 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.