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

Richmond Investment Services’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
-26,162
Closed -$1.29M – 240
2025
Q3 		$1.29M Buy
26,162
+824
+3% +$41.1K 0.24% 61
2025
Q2 		$1.24M Buy
25,338
+13,414
+112% +$652K 0.26% 61
2025
Q1 		$602K Buy
+11,924
New +$604K 0.33% 52

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM

Richmond Investment Services's KNG Position: Q4 2025 in Review

Richmond Investment Services sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 26,162 shares — an estimated $1.29M sold.

Richmond Investment Services first reported a position in KNG in Q1 2025 and held it in 3 quarters. The position peaked at $1.29M in Q3 2025. 319 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

  • Richmond Investment Services reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Richmond Investment Services sold 26,162 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $1.29M.
  • Richmond Investment Services first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2025 and held it in 3 quarters.
  • Richmond Investment Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.29M in Q3 2025.
  • 319 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on Richmond Investment Services's 13F filing for Q4 2025, filed 12 Feb 2026.