Sigma Planning Corp’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Sigma Planning Corp’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 Q2	$700K	Sell	13,856 -15,522	-53%	-$764K	0.02%	757
2026 Q1	$1.43M	Sell	29,378 -47,045	-62%	-$2.39M	0.04%	438
2025 Q4	$3.75M	Sell	76,423 -6,834	-8%	-$335K	0.1%	206
2025 Q3	$4.11M	Sell	83,257 -85,482	-51%	-$4.26M	0.12%	178
2025 Q2	$8.29M	Buy	168,739 +10,715	+7%	+$521K	0.25%	72
2025 Q1	$7.98M	Buy	158,024 +9,723	+7%	+$493K	0.25%	75
2024 Q4	$7.45M	Sell	148,301 -1,249	-0.8%	-$66.4K	0.23%	78
2024 Q3	$8.15M	Buy	149,550 +9,872	+7%	+$518K	0.25%	73
2024 Q2	$7.06M	Buy	139,678 +26,733	+24%	+$1.38M	0.22%	81
2024 Q1	$6.07M	Buy	112,945 +74,747	+196%	+$3.87M	0.19%	102
2023 Q4	$1.97M	Buy	38,198 +28,378	+289%	+$1.4M	0.15%	135
2023 Q3	$485K	Sell	9,820 -3,265	-25%	-$171K	0.02%	736
2023 Q2	$692K	Sell	13,085 -778	-6%	-$40.1K	0.02%	604
2023 Q1	$713K	Sell	13,863 -2,666	-16%	-$138K	0.02%	653
2022 Q4	$845K	Buy	16,529 +378	+2%	+$19.1K	0.03%	548
2022 Q3	$736K	Buy	16,151 +5,073	+46%	+$257K	0.03%	574
2022 Q2	$544K	Buy	11,078 +4,213	+61%	+$221K	0.02%	714
2022 Q1	$376K	Buy	6,865 +342	+5%	+$18.7K	0.01%	966
2021 Q4	$373K	Buy	6,523 +1,329	+26%	+$73.3K	0.01%	976
2021 Q3	$269K	Buy	+5,194	New	+$282K	0.01%	1112

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sigma Planning Corp's KNG Position: Q2 2026 in Review

Sigma Planning Corp reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 53% in Q2 2026, selling an estimated $764K and leaving 13,856 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #757.

Sigma Planning Corp first reported a position in KNG in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.29M in Q2 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Sigma Planning Corp held 13,856 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $700K as of Q2 2026.
Sigma Planning Corp sold 15,522 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $764K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #757 holding.
Sigma Planning Corp first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2021 and has held it in 20 quarters since.
Sigma Planning Corp's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $8.29M in Q2 2025.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.