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

QTR Family Wealth’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
2025
Q4 		– Sell
-8,805
Closed -$434K – 293
2025
Q3 		$434K Buy
+8,805
New +$439K 0.21% 105

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM

QTR Family Wealth's KNG Position: Q4 2025 in Review

QTR Family Wealth sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 8,805 shares — an estimated $434K sold.

QTR Family Wealth first reported a position in KNG in Q3 2025 and held it in 1 quarter. The position peaked at $434K in Q3 2025. 317 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

  • QTR Family Wealth reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • QTR Family Wealth sold 8,805 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $434K.
  • QTR Family Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2025 and held it in 1 quarter.
  • QTR Family Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $434K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on QTR Family Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.