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

Realta Investment 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
2025 Q1	–	Sell	-3	Closed	-$151	–	350
2024 Q4	$151	Buy	+3	New	+$159	﹤0.01%	335
2024 Q3	–	Sell	-3,896	Closed	-$197K	–	585
2024 Q2	$197K	Sell	3,896 -1,234	-24%	-$63.8K	0.04%	399
2024 Q1	$276K	Sell	5,130 -315	-6%	-$16.3K	0.06%	331
2023 Q4	$281K	Hold	5,445	–	–	0.06%	327
2023 Q3	$288K	Sell	5,445 -188	-3%	-$9.86K	0.07%	302
2023 Q2	$298K	Buy	5,633 +188	+3%	+$9.7K	0.07%	304
2023 Q1	$280K	Hold	5,445	–	–	0.07%	301
2022 Q4	$278K	Buy	5,445 +2,702	+99%	+$137K	0.07%	310
2022 Q3	$125K	Buy	+2,743	New	+$139K	0.03%	423

Other funds holding KNG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Realta Investment Advisors's KNG Position: Q1 2025 in Review

Realta Investment Advisors sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2025, closing a stake of 3 shares — an estimated $151 sold.

Realta Investment Advisors first reported a position in KNG in Q3 2022 and held it in 9 quarters. The position peaked at $298K in Q2 2023. 321 funds tracked by Wall St. Rank hold KNG as of Q1 2025.

Realta Investment Advisors reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 3 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2025, an estimated $151.
Realta Investment Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2022 and held it in 9 quarters.
Realta Investment Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $298K in Q2 2023.
321 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.