Perennial Investment Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Perennial Investment Advisors’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
2024 Q3	–	Sell	-4,008	Closed	-$202K	–	411
2024 Q2	$202K	Sell	4,008 -2	-0%	-$103	0.03%	344
2024 Q1	$215K	Hold	4,010	–	–	0.03%	311
2023 Q4	$207K	Buy	+4,010	New	+$198K	0.03%	304

Other funds holding KNG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

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

Perennial Investment Advisors's KNG Position: Q3 2024 in Review

Perennial Investment Advisors sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2024, closing a stake of 4,008 shares — an estimated $202K sold.

Perennial Investment Advisors first reported a position in KNG in Q4 2023 and held it in 3 quarters. The position peaked at $215K in Q1 2024. 287 funds tracked by Wall St. Rank hold KNG as of Q3 2024.

Perennial Investment Advisors reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2024 after selling out during the quarter.
Perennial Investment Advisors sold 4,008 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2024, an estimated $202K.
Perennial Investment Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 3 quarters.
Perennial Investment Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $215K in Q1 2024.
287 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2024.

Based on Perennial Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.