StrongBox Wealth’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

StrongBox Wealth’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 Q3	–	Sell	-5,339	Closed	-$262K	–	91
2025 Q2	$262K	Buy	5,339 +89	+2%	+$4.33K	0.1%	82
2025 Q1	$265K	Sell	5,250 -570	-10%	-$28.9K	0.11%	82
2024 Q4	$292K	Hold	5,820	–	–	0.12%	75
2024 Q3	$317K	Buy	5,820 +790	+16%	+$41.5K	0.14%	72
2024 Q2	$254K	Buy	+5,030	New	+$260K	0.12%	80

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

StrongBox Wealth's KNG Position: Q3 2025 in Review

StrongBox Wealth sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 5,339 shares — an estimated $262K sold.

StrongBox Wealth first reported a position in KNG in Q2 2024 and held it in 5 quarters. The position peaked at $317K in Q3 2024. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

StrongBox Wealth reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
StrongBox Wealth sold 5,339 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $262K.
StrongBox Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2024 and held it in 5 quarters.
StrongBox Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $317K in Q3 2024.
302 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2025.

Based on StrongBox Wealth's 13F filing for Q3 2025, filed 7 Oct 2025.