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

Prosperity 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
2026 Q1	–	Sell	-4,561	Closed	-$224K	–	194
2025 Q4	$224K	Sell	4,561 -815	-15%	-$39.9K	0.08%	163
2025 Q3	$265K	Sell	5,376 -1,718	-24%	-$85.6K	0.1%	145
2025 Q2	$348K	Buy	7,094 +996	+16%	+$48.4K	0.15%	121
2025 Q1	$308K	Sell	6,098 -13,668	-69%	-$693K	0.15%	121
2024 Q4	$992K	Sell	19,766 -124	-0.6%	-$6.59K	0.49%	52
2024 Q3	$1.08M	Sell	19,890 -14,409	-42%	-$757K	0.61%	44
2024 Q2	$1.73M	Sell	34,299 -7,220	-17%	-$373K	1.09%	26
2024 Q1	$2.23M	Sell	41,519 -26,980	-39%	-$1.4M	1.38%	22
2023 Q4	$3.54M	Sell	68,499 -6,730	-9%	-$332K	2.46%	9
2023 Q3	$3.71M	Buy	75,229 +47,567	+172%	+$2.5M	3.07%	8
2023 Q2	$1.46M	Buy	27,662 +147	+0.5%	+$7.58K	1.29%	20
2023 Q1	$1.42M	Buy	27,515 +4,412	+19%	+$228K	1.43%	16
2022 Q4	$1.18M	Buy	+23,103	New	+$1.17M	1.27%	18

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Prosperity Financial Group's KNG Position: Q1 2026 in Review

Prosperity Financial Group sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2026, closing a stake of 4,561 shares — an estimated $224K sold.

Prosperity Financial Group first reported a position in KNG in Q4 2022 and held it in 13 quarters. The position peaked at $3.71M in Q3 2023. 306 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Prosperity Financial Group reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2026 after selling out during the quarter.
Prosperity Financial Group sold 4,561 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $224K.
Prosperity Financial Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and held it in 13 quarters.
Prosperity Financial Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.71M in Q3 2023.
306 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.