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

SeaCrest Wealth Management’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
Q2 		– Sell
-23,839
Closed -$1.2M – 663
2025
Q1 		$1.2M Buy
23,839
+17
+0.1% +$862 0.14% 147
2024
Q4 		$1.2M Buy
23,822
+2,273
+11% +$121K 0.13% 153
2024
Q3 		$1.17M Buy
21,549
+777
+4% +$40.8K 0.13% 153
2024
Q2 		$1.05M Buy
20,772
+1,809
+10% +$93.6K 0.12% 171
2024
Q1 		$1.02M Buy
18,963
+456
+2% +$23.6K 0.12% 173
2023
Q4 		$948K Buy
18,507
+1,965
+12% +$97K 0.12% 181
2023
Q3 		$817K Buy
16,542
+200
+1% +$10.5K 0.11% 209
2023
Q2 		$864K Buy
16,342
+1,227
+8% +$63.3K 0.11% 198
2023
Q1 		$778K Sell
15,115
-200
-1% -$10.3K 0.11% 217
2022
Q4 		$782K Buy
15,315
+376
+3% +$19K 0.11% 213
2022
Q3 		$681K Buy
14,939
+66
+0.4% +$3.35K 0.1% 214
2022
Q2 		$730K Hold
14,873
– – 0.09% 222
2022
Q1 		$815K Buy
14,873
+50
+0.3% +$2.73K 0.09% 222
2021
Q4 		$848K Buy
14,823
+200
+1% +$11K 0.09% 217
2021
Q3 		$758K Buy
14,623
+552
+4% +$29.9K 0.09% 231
2021
Q2 		$751K Buy
14,071
+1,331
+10% +$71.3K 0.09% 243
2021
Q1 		$651K Buy
+12,740
New +$624K 0.09% 250

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

SeaCrest Wealth Management's KNG Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2025, closing a stake of 23,839 shares — an estimated $1.2M sold.

SeaCrest Wealth Management first reported a position in KNG in Q1 2021 and held it in 17 quarters. The position peaked at $1.2M in Q1 2025. 315 funds tracked by Wall St. Rank hold KNG as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 23,839 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2025, an estimated $1.2M.
  • SeaCrest Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2021 and held it in 17 quarters.
  • SeaCrest Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.2M in Q1 2025.
  • 315 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.