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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM

Summit Financial's KNG Position: Q1 2026 in Review

Summit Financial sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2026, closing a stake of 5,370 shares — an estimated $264K sold.

Summit Financial first reported a position in KNG in Q3 2025 and held it in 2 quarters. The position peaked at $1.66M in Q3 2025. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

  • Summit Financial reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 5,370 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $264K.
  • Summit Financial first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.66M in Q3 2025.
  • 304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.