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

Summit Wealth 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
2025
Q4 		– Sell
-15,688
Closed -$774K – 215
2025
Q3 		$774K Sell
15,688
-503
-3% -$25.1K 0.14% 101
2025
Q2 		$795K Sell
16,191
-1,220
-7% -$59.3K 0.15% 90
2025
Q1 		$880K Sell
17,411
-5,138
-23% -$260K 0.18% 87
2024
Q4 		$1.13M Sell
22,549
-123
-0.5% -$6.54K 0.23% 75
2024
Q3 		$1.24M Sell
22,672
-974
-4% -$51.2K 0.24% 79
2024
Q2 		$1.19M Sell
23,646
-1,898
-7% -$98.2K 0.25% 76
2024
Q1 		$1.37M Buy
25,544
+198
+0.8% +$10.3K 0.29% 63
2023
Q4 		$1.31M Buy
25,346
+6,204
+32% +$306K 0.3% 58
2023
Q3 		$945K Buy
19,142
+2,218
+13% +$116K 0.24% 64
2023
Q2 		$894K Buy
16,924
+2,109
+14% +$109K 0.22% 72
2023
Q1 		$762K Hold
14,815
– – 0.2% 84
2022
Q4 		$757K Hold
14,815
– – 0.2% 74
2022
Q3 		$676K Buy
14,815
+816
+6% +$41.4K 0.19% 70
2022
Q2 		$687K Sell
13,999
-170
-1% -$8.94K 0.18% 66
2022
Q1 		$777K Buy
14,169
+1,788
+14% +$97.6K 0.18% 69
2021
Q4 		$708K Buy
+12,381
New +$683K 0.15% 73

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM

Summit Wealth Partners's KNG Position: Q4 2025 in Review

Summit Wealth Partners sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 15,688 shares — an estimated $774K sold.

Summit Wealth Partners first reported a position in KNG in Q4 2021 and held it in 16 quarters. The position peaked at $1.37M in Q1 2024. 319 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

  • Summit Wealth Partners reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 15,688 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $774K.
  • Summit Wealth Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2021 and held it in 16 quarters.
  • Summit Wealth Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.37M in Q1 2024.
  • 319 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.