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

SageOak Financial’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
-6,301
Closed -$316K – 39
2024
Q4 		$316K Buy
+6,301
New +$335K 0.29% 41

Other funds holding KNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageOak Financial's KNG Position: Q1 2025 in Review

SageOak Financial sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2025, closing a stake of 6,301 shares — an estimated $316K sold.

SageOak Financial first reported a position in KNG in Q4 2024 and held it in 1 quarter. The position peaked at $316K in Q4 2024. 321 funds tracked by Wall St. Rank hold KNG as of Q1 2025.

  • SageOak Financial reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • SageOak Financial sold 6,301 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2025, an estimated $316K.
  • SageOak Financial first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and held it in 1 quarter.
  • SageOak Financial's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $316K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2025.

Based on SageOak Financial's 13F filing for Q1 2025, filed 2 May 2025.