Steward Partners Investment Advisory’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Steward Partners Investment Advisory’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	$16.2M	Buy	320,973 +22,756	+8%	+$1.12M	0.08%	236
2026 Q1	$14.5M	Buy	298,217 +107,570	+56%	+$5.46M	0.07%	247
2025 Q4	$9.37M	Sell	190,647 -24,090	-11%	-$1.18M	0.05%	308
2025 Q3	$10.6M	Sell	214,737 -2,020	-0.9%	-$101K	0.06%	269
2025 Q2	$10.6M	Sell	216,757 -688	-0.3%	-$33.5K	0.08%	237
2025 Q1	$11M	Sell	217,445 -12,968	-6%	-$657K	0.1%	212
2024 Q4	$11.6M	Buy	230,413 +3,734	+2%	+$198K	0.1%	194
2024 Q3	$12.3M	Buy	226,679 +8,719	+4%	+$458K	0.11%	179
2024 Q2	$11M	Buy	217,960 +22,991	+12%	+$1.19M	0.12%	176
2024 Q1	$10.5M	Buy	194,969 +28,119	+17%	+$1.46M	0.12%	188
2023 Q4	$8.62M	Sell	166,850 -1,022	-0.6%	-$50.5K	0.12%	186
2023 Q3	$8.29M	Sell	167,872 -28,412	-14%	-$1.49M	0.13%	170
2023 Q2	$10.4M	Buy	196,284 +60,221	+44%	+$3.11M	0.16%	140
2023 Q1	$7M	Buy	136,063 +4,305	+3%	+$222K	0.11%	195
2022 Q4	$6.73M	Sell	131,758 -21,079	-14%	-$1.07M	0.11%	198
2022 Q3	$6.97M	Sell	152,837 -8,284	-5%	-$420K	0.13%	175
2022 Q2	$7.91M	Buy	161,121 +10,173	+7%	+$535K	0.15%	163
2022 Q1	$8.27M	Buy	150,948 +941	+0.6%	+$51.3K	0.13%	182
2021 Q4	$8.58M	Buy	150,007 +44,669	+42%	+$2.46M	0.13%	179
2021 Q3	$5.46M	Buy	105,338 +71,939	+215%	+$3.9M	0.09%	238
2021 Q2	$1.78M	Buy	+33,399	New	+$1.79M	0.03%	477
2020 Q1	–	Sell	-1,018	Closed	-$47K	–	2606
2019 Q4	$47K	Buy	+1,018	New	+$46K	﹤0.01%	1422

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

Steward Partners Investment Advisory's KNG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 7.6% in Q2 2026, buying an estimated $1.12M and bringing the position to 320,973 shares worth $16.2M. The position accounts for 0.08% of the portfolio, ranked #236.

Steward Partners Investment Advisory first reported a position in KNG in Q4 2019 and has held it in 22 quarters since. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Steward Partners Investment Advisory held 320,973 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $16.2M as of Q2 2026.
Steward Partners Investment Advisory bought 22,756 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $1.12M.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #236 holding.
Steward Partners Investment Advisory first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2019 and has held it in 22 quarters since.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.