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Patriot Financial Group Insurance Agency’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$490K Sell
9,703
-10,927
-53% -$538K 0.05% 308
2026
Q1 		$1M Buy
20,630
+11,018
+115% +$560K 0.06% 304
2025
Q4 		$472K Buy
9,612
+1,045
+12% +$51.2K 0.06% 301
2025
Q3 		$422K Sell
8,567
-1,124
-12% -$56K 0.05% 318
2025
Q2 		$476K Sell
9,691
-50
-0.5% -$2.43K 0.05% 318
2025
Q1 		$492K Sell
9,741
-5,529
-36% -$280K 0.07% 298
2024
Q4 		$767K Sell
15,270
-10,818
-41% -$575K 0.1% 215
2024
Q3 		$1.42M Sell
26,088
-20
-0.1% -$1.05K 0.19% 125
2024
Q2 		$1.32M Buy
26,108
+176
+0.7% +$9.1K 0.19% 120
2024
Q1 		$1.39M Buy
25,932
+6,826
+36% +$353K 0.22% 109
2023
Q4 		$987K Buy
19,106
+12
+0.1% +$593 0.19% 132
2023
Q3 		$942K Sell
19,094
-2,169
-10% -$114K 0.19% 135
2023
Q2 		$1.12M Sell
21,263
-4,741
-18% -$245K 0.21% 112
2023
Q1 		$1.34M Buy
26,004
+1,796
+7% +$92.6K 0.27% 83
2022
Q4 		$1.24M Sell
24,208
-7,158
-23% -$363K 0.17% 79
2022
Q3 		$1.43M Buy
31,366
+2,993
+11% +$152K 0.35% 66
2022
Q2 		$1.39M Sell
28,373
-2,953
-9% -$155K 0.28% 74
2022
Q1 		$1.72M Buy
31,326
+250
+0.8% +$13.6K 0.31% 66
2021
Q4 		$1.78M Hold
31,076
– – 0.3% 67
2021
Q3 		$1.61M Sell
31,076
-742
-2% -$40.2K 0.29% 73
2021
Q2 		$1.7M Buy
31,818
+2,043
+7% +$109K 0.31% 67
2021
Q1 		$1.52M Buy
29,775
+1,760
+6% +$86.2K 0.35% 49
2020
Q4 		$1.33M Sell
28,015
-3,503
-11% -$162K 0.33% 57
2020
Q3 		$1.37M Sell
31,518
-4,691
-13% -$203K 0.44% 42
2020
Q2 		$1.47M Sell
36,209
-5,524
-13% -$216K 0.56% 34
2020
Q1 		$1.46M Sell
41,733
-10,120
-20% -$433K 0.67% 24
2019
Q4 		$2.4M Buy
51,853
+8,592
+20% +$388K 0.9% 16
2019
Q3 		$1.91M Sell
43,261
-54,010
-56% -$2.35M 0.86% 16
2019
Q2 		$4.23M Buy
97,271
+198
+0.2% +$8.42K 1.82% 8
2019
Q1 		$4.13M Buy
97,073
+30,267
+45% +$1.24M 2.12% 8
2018
Q4 		$2.55M Buy
66,806
+63,686
+2,041% +$2.59M 1.68% 10
2018
Q3 		$133K Buy
+3,120
New +$131K 0.08% 159

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
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
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KNG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 53% in Q2 2026, selling an estimated $538K and leaving 9,703 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #308.

Patriot Financial Group Insurance Agency first reported a position in KNG in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.23M in Q2 2019. 195 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,703 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $490K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,927 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $538K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #308 holding.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2018 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $4.23M in Q2 2019.
  • 195 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.