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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-7,228
Closed -$355K – 120
2025
Q4
$355K Sell
7,228
-519
-7% -$25.4K 0.37% 69
2025
Q3
$382K Buy
7,747
+104
+1% +$5.18K 0.33% 75
2025
Q2
$375K Sell
7,643
-254
-3% -$12.4K 0.36% 78
2025
Q1
$399K Buy
7,897
+482
+7% +$24.4K 0.4% 71
2024
Q4
$372K Buy
+7,415
New +$394K 0.37% 77

Other funds holding KNG

Oregon Pacific Wealth Management's KNG Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2026, closing a stake of 7,228 shares — an estimated $355K sold.

Oregon Pacific Wealth Management first reported a position in KNG in Q4 2024 and held it in 5 quarters. The position peaked at $399K in Q1 2025. 308 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 7,228 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $355K.
  • Oregon Pacific Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and held it in 5 quarters.
  • Oregon Pacific Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $399K in Q1 2025.
  • 308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.