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

Plotkin Financial 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
2023 Q3	–	Sell	-3,979	Closed	-$210K	–	77
2023 Q2	$210K	Hold	3,979	–	–	0.17%	73
2023 Q1	$205K	Sell	3,979 -1,214	-23%	-$62.6K	0.19%	70
2022 Q4	$265K	Hold	5,193	–	–	0.27%	53
2022 Q3	$237K	Sell	5,193 -367	-7%	-$18.6K	0.24%	58
2022 Q2	$273K	Hold	5,560	–	–	0.26%	58
2022 Q1	$305K	Hold	5,560	–	–	0.21%	61
2021 Q4	$318K	Sell	5,560 -3,213	-37%	-$177K	0.2%	63
2021 Q3	$455K	Sell	8,773 -860	-9%	-$46.6K	0.27%	59
2021 Q2	$514K	Buy	+9,633	New	+$516K	0.28%	55

Other funds holding KNG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Plotkin Financial Advisors's KNG Position: Q3 2023 in Review

Plotkin Financial Advisors sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2023, closing a stake of 3,979 shares — an estimated $210K sold.

Plotkin Financial Advisors first reported a position in KNG in Q2 2021 and held it in 9 quarters. The position peaked at $514K in Q2 2021. 185 funds tracked by Wall St. Rank hold KNG as of Q3 2023.

Plotkin Financial Advisors reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2023 after selling out during the quarter.
Plotkin Financial Advisors sold 3,979 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2023, an estimated $210K.
Plotkin Financial Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2021 and held it in 9 quarters.
Plotkin Financial Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $514K in Q2 2021.
185 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2023.

Based on Plotkin Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2024.