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

Strategic Financial Partners’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 Q1	$411K	Buy	8,446 +404	+5%	+$20.5K	0.18%	56
2025 Q4	$395K	Sell	8,042 -174	-2%	-$8.53K	0.17%	60
2025 Q3	$405K	Buy	8,216 +148	+2%	+$7.38K	0.19%	59
2025 Q2	$396K	Sell	8,068 -185	-2%	-$9K	0.18%	56
2025 Q1	$417K	Buy	8,253 +3,595	+77%	+$182K	0.22%	51
2024 Q4	$234K	Buy	4,658 +152	+3%	+$8.08K	0.12%	67
2024 Q3	$246K	Buy	4,506 +30	+0.7%	+$1.58K	0.13%	63
2024 Q2	$226K	Sell	4,476 -805	-15%	-$41.6K	0.12%	63
2024 Q1	$284K	Sell	5,281 -827	-14%	-$42.8K	0.16%	58
2023 Q4	$316K	Sell	6,108 -36	-0.6%	-$1.78K	0.18%	55
2023 Q3	$303K	Buy	6,144 +404	+7%	+$21.2K	0.18%	54
2023 Q2	$303K	Buy	5,740 +4	+0.1%	+$206	0.17%	57
2023 Q1	$295K	Sell	5,736 -711	-11%	-$36.7K	0.18%	58
2022 Q4	$329K	Buy	6,447 +4	+0.1%	+$203	0.2%	52
2022 Q3	$294K	Sell	6,443 -3,134	-33%	-$159K	0.19%	49
2022 Q2	$470K	Buy	9,577 +9	+0.1%	+$473	0.27%	41
2022 Q1	$524K	Sell	9,568 -388	-4%	-$21.2K	0.27%	42
2021 Q4	$570K	Sell	9,956 -629	-6%	-$34.7K	0.28%	44
2021 Q3	$549K	Buy	10,585 +2,401	+29%	+$130K	0.3%	44
2021 Q2	$437K	Buy	+8,184	New	+$438K	0.24%	46

Other funds holding KNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Strategic Financial Partners's KNG Position: Q1 2026 in Review

Strategic Financial Partners increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 5% in Q1 2026, buying an estimated $20.5K and bringing the position to 8,446 shares worth $411K. The position accounts for 0.18% of the portfolio, ranked #56.

Strategic Financial Partners first reported a position in KNG in Q2 2021 and has held it in 20 quarters since. The position peaked at $570K in Q4 2021. 305 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Strategic Financial Partners held 8,446 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $411K as of Q1 2026.
Strategic Financial Partners bought 404 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $20.5K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.18% of Strategic Financial Partners's portfolio in Q1 2026, its #56 holding.
Strategic Financial Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2021 and has held it in 20 quarters since.
Strategic Financial Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $570K in Q4 2021.
305 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.