OFS
KNG icon

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

OneAscent Financial Services’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
2022
Q4 		– Sell
-11,859
Closed -$541K – 222
2022
Q3 		$541K Buy
+11,859
New +$601K 0.21% 71

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneAscent Financial Services's KNG Position: Q4 2022 in Review

OneAscent Financial Services sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2022, closing a stake of 11,859 shares — an estimated $541K sold.

OneAscent Financial Services first reported a position in KNG in Q3 2022 and held it in 1 quarter. The position peaked at $541K in Q3 2022. 123 funds tracked by Wall St. Rank hold KNG as of Q4 2022.

  • OneAscent Financial Services reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 11,859 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2022, an estimated $541K.
  • OneAscent Financial Services first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2022 and held it in 1 quarter.
  • OneAscent Financial Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $541K in Q3 2022.
  • 123 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2022.

Based on OneAscent Financial Services's 13F filing for Q4 2022, filed 12 Jan 2023.