Retirement Guys Formula’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Retirement Guys Formula’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	$3.67M	Buy	75,392 +12,480	+20%	+$634K	1.69%	12
2025 Q4	$3.09M	Buy	62,912 +1,156	+2%	+$56.7K	1.41%	16
2025 Q3	$3.05M	Buy	61,756 +4,178	+7%	+$208K	1.07%	23
2025 Q2	$2.83M	Buy	57,578 +7,795	+16%	+$379K	1.07%	26
2025 Q1	$2.52M	Buy	+49,783	New	+$2.52M	1.25%	18

Other funds holding KNG

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

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

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

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

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Retirement Guys Formula's KNG Position: Q1 2026 in Review

Retirement Guys Formula increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 20% in Q1 2026, buying an estimated $634K and bringing the position to 75,392 shares worth $3.67M. The position accounts for 1.69% of the portfolio, ranked #12.

Retirement Guys Formula first reported a position in KNG in Q1 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Retirement Guys Formula held 75,392 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $3.67M as of Q1 2026.
Retirement Guys Formula bought 12,480 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $634K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 1.69% of Retirement Guys Formula's portfolio in Q1 2026, its #12 holding.
Retirement Guys Formula first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2025 and has held it in 5 quarters since.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.