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

Peterson Financial Group’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 		$478 Buy
+9
New +$473 ﹤0.01% 411

Other funds holding KNG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
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

Peterson Financial Group's KNG Position: Q3 2024 in Review

Peterson Financial Group opened a new position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2024: 9 shares worth $478. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

288 funds tracked by Wall St. Rank hold KNG as of Q3 2024.

  • Peterson Financial Group held 9 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $478 as of Q3 2024.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF was a new Peterson Financial Group position in Q3 2024.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #411 holding.
  • 288 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.