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

Sowell Financial 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 Q2	–	Sell	-4,786	Closed	-$242K	–	1073
2025 Q1	$242K	Sell	4,786 -6,208	-56%	-$315K	0.01%	856
2024 Q4	$552K	Sell	10,994 -4,126	-27%	-$219K	0.03%	400
2024 Q3	$824K	Sell	15,120 -2,030	-12%	-$107K	0.04%	374
2024 Q2	$866K	Sell	17,150 -1,024	-6%	-$53K	0.04%	353
2024 Q1	$976K	Sell	18,174 -16,567	-48%	-$858K	0.05%	346
2023 Q4	$1.79M	Buy	34,741 +6,830	+24%	+$337K	0.1%	231
2023 Q3	$1.38M	Buy	27,911 +4,946	+22%	+$260K	0.09%	253
2023 Q2	$1.21M	Buy	+22,965	New	+$1.18M	0.07%	319
2023 Q1	–	Sell	-19,755	Closed	-$1.01M	–	806
2022 Q4	$1.01M	Buy	+19,755	New	+$1M	0.07%	313

Other funds holding KNG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sowell Financial Services's KNG Position: Q2 2025 in Review

Sowell Financial Services sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2025, closing a stake of 4,786 shares — an estimated $242K sold.

Sowell Financial Services first reported a position in KNG in Q4 2022 and held it in 9 quarters. The position peaked at $1.79M in Q4 2023. 315 funds tracked by Wall St. Rank hold KNG as of Q2 2025.

Sowell Financial Services reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 4,786 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2025, an estimated $242K.
Sowell Financial Services first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and held it in 9 quarters.
Sowell Financial Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.79M in Q4 2023.
315 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.