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

Sunbelt Securities’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	$1.96M	Buy	40,243 +9,639	+31%	+$490K	0.12%	146
2025 Q4	$1.5M	Buy	30,604 +5,103	+20%	+$250K	0.1%	171
2025 Q3	$1.26M	Buy	25,501 +14,745	+137%	+$735K	0.09%	200
2025 Q2	$540K	Sell	10,756 -1,346	-11%	-$65.5K	0.05%	334
2025 Q1	$611K	Buy	12,102 +1,379	+13%	+$69.9K	0.05%	277
2024 Q4	$537K	Buy	10,723 +1,771	+20%	+$94.1K	0.05%	332
2024 Q3	$488K	Buy	8,952 +2,696	+43%	+$142K	0.05%	363
2024 Q2	$316K	Buy	6,256 +2,172	+53%	+$112K	0.03%	443
2024 Q1	$219K	Buy	4,084 +3,621	+782%	+$188K	0.02%	510
2023 Q4	$23.9K	Buy	463 +4	+0.9%	+$198	﹤0.01%	984
2023 Q3	$22.6K	Buy	459 +204	+80%	+$10.7K	﹤0.01%	986
2023 Q2	$13.5K	Hold	255	–	–	﹤0.01%	1109
2023 Q1	$12.9K	Buy	+255	New	+$13.2K	﹤0.01%	1058

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Sunbelt Securities's KNG Position: Q1 2026 in Review

Sunbelt Securities increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 31% in Q1 2026, buying an estimated $490K and bringing the position to 40,243 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #146.

Sunbelt Securities first reported a position in KNG in Q1 2023 and has held it in 13 quarters since. 306 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Sunbelt Securities held 40,243 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.96M as of Q1 2026.
Sunbelt Securities bought 9,639 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $490K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.12% of Sunbelt Securities's portfolio in Q1 2026, its #146 holding.
Sunbelt Securities first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2023 and has held it in 13 quarters since.
306 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.