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

Symphony Financial Services’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	$10.5M	Buy	207,896 +11,861	+6%	+$583K	4.72%	6
2026 Q1	$9.55M	Buy	196,035 +7,512	+4%	+$382K	4.9%	6
2025 Q4	$9.27M	Sell	188,523 -31,673	-14%	-$1.55M	4.75%	5
2025 Q3	$10.9M	Sell	220,196 -122	-0.1%	-$6.08K	5.84%	4
2025 Q2	$10.8M	Buy	220,318 +1,802	+0.8%	+$87.6K	6.46%	5
2025 Q1	$11M	Buy	+218,516	New	+$11.1M	7.21%	5

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

Symphony Financial Services's KNG Position: Q2 2026 in Review

Symphony Financial Services increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 6.1% in Q2 2026, buying an estimated $583K and bringing the position to 207,896 shares worth $10.5M. The position accounts for 4.72% of the portfolio, ranked #6.

Symphony Financial Services first reported a position in KNG in Q1 2025 and has held it in 6 quarters since. The position peaked at $11M in Q1 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Symphony Financial Services held 207,896 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $10.5M as of Q2 2026.
Symphony Financial Services bought 11,861 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $583K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 4.72% of Symphony Financial Services's portfolio in Q2 2026, its #6 holding.
Symphony Financial Services first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2025 and has held it in 6 quarters since.
Symphony Financial Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $11M in Q1 2025.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.