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

Strategic Financial Concepts’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	$2.9M	Buy	57,473 +1,116	+2%	+$54.9K	0.86%	27
2026 Q1	$2.75M	Buy	+56,357	New	+$2.86M	0.68%	40
2025 Q4	–	Sell	-4,501	Closed	-$222K	–	212
2025 Q3	$222K	Buy	+4,501	New	+$224K	0.03%	247
2025 Q2	–	Sell	-4,106	Closed	-$207K	–	331
2025 Q1	$207K	Sell	4,106 -6,672	-62%	-$338K	0.04%	313
2024 Q4	$541K	Buy	+10,778	New	+$573K	0.1%	173
2024 Q3	–	Sell	-47,294	Closed	-$2.39M	–	494
2024 Q2	$2.39M	Sell	47,294 -22,937	-33%	-$1.19M	1.39%	19
2024 Q1	$3.77M	Buy	70,231 +17,232	+33%	+$892K	0.91%	31
2023 Q4	$2.74M	Sell	52,999 -13,951	-21%	-$689K	1.62%	19
2023 Q3	$3.3M	Buy	66,950 +4,107	+7%	+$215K	1.12%	28
2023 Q2	$3.32M	Sell	62,843 -958	-2%	-$49.4K	1.22%	21
2023 Q1	$3.28M	Buy	+63,801	New	+$3.29M	1.32%	18

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

Strategic Financial Concepts's KNG Position: Q2 2026 in Review

Strategic Financial Concepts increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 2% in Q2 2026, buying an estimated $54.9K and bringing the position to 57,473 shares worth $2.9M. The position accounts for 0.86% of the portfolio, ranked #27.

Strategic Financial Concepts first reported a position in KNG in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.77M in Q1 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Strategic Financial Concepts held 57,473 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $2.9M as of Q2 2026.
Strategic Financial Concepts bought 1,116 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $54.9K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.86% of Strategic Financial Concepts's portfolio in Q2 2026, its #27 holding.
Strategic Financial Concepts first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.77M in Q1 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.