Precision Wealth Strategies’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Precision Wealth Strategies’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
2021 Q4	–	Sell	-19,702	Closed	-$1.02M	–	131
2021 Q3	$1.02M	Sell	19,702 -41,196	-68%	-$2.23M	0.79%	18
2021 Q2	$3.25M	Sell	60,898 -5,237	-8%	-$280K	2.8%	5
2021 Q1	$3.38M	Buy	66,135 +20,033	+43%	+$981K	3.25%	5
2020 Q4	$2.19M	Buy	+46,102	New	+$2.13M	2.38%	7

Other funds holding KNG

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

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SFS

Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Precision Wealth Strategies's KNG Position: Q4 2021 in Review

Precision Wealth Strategies sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2021, closing a stake of 19,702 shares — an estimated $1.02M sold.

Precision Wealth Strategies first reported a position in KNG in Q4 2020 and held it in 4 quarters. The position peaked at $3.38M in Q1 2021. 84 funds tracked by Wall St. Rank hold KNG as of Q4 2021.

Precision Wealth Strategies reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2021 after selling out during the quarter.
Precision Wealth Strategies sold 19,702 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2021, an estimated $1.02M.
Precision Wealth Strategies first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2020 and held it in 4 quarters.
Precision Wealth Strategies's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.38M in Q1 2021.
84 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2021.

Based on Precision Wealth Strategies's 13F filing for Q4 2021, filed 19 Jan 2022.