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

Summit Financial’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	$831K	Buy	+16,451	New	+$809K	0.01%	904
2026 Q1	–	Sell	-5,370	Closed	-$264K	–	1440
2025 Q4	$264K	Sell	5,370 -28,382	-84%	-$1.39M	﹤0.01%	1128
2025 Q3	$1.66M	Buy	+33,752	New	+$1.68M	0.03%	520

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

Summit Financial's KNG Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026: 16,451 shares worth $831K. The stake represents 0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Summit Financial previously reported a position in KNG as recently as Q4 2025.

Summit Financial first reported a position in KNG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q3 2025. 308 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Summit Financial held 16,451 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $831K as of Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF was a new Summit Financial position in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #904 holding.
Summit Financial first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2025 and has held it in 3 quarters since.
Summit Financial's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.66M in Q3 2025.
308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.