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

Partnervest Advisory 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
2020
Q1 		– Sell
-6,862
Closed -$318K – 233
2019
Q4 		$318K Buy
6,862
+199
+3% +$9K 0.12% 136
2019
Q3 		$294K Buy
+6,663
New +$290K 0.11% 173

Other funds holding KNG

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Partnervest Advisory Services's KNG Position: Q1 2020 in Review

Partnervest Advisory Services sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2020, closing a stake of 6,862 shares — an estimated $318K sold.

Partnervest Advisory Services first reported a position in KNG in Q3 2019 and held it in 2 quarters. The position peaked at $318K in Q4 2019. 18 funds tracked by Wall St. Rank hold KNG as of Q1 2020.

  • Partnervest Advisory Services reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 6,862 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2020, an estimated $318K.
  • Partnervest Advisory Services first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2019 and held it in 2 quarters.
  • Partnervest Advisory Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $318K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.