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

Tandem 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	$1.51M	Sell	29,851 -3,325	-10%	-$164K	0.45%	41
2026 Q1	$1.62M	Sell	33,176 -99,660	-75%	-$5.06M	0.51%	41
2025 Q4	$6.67M	Buy	132,836 +73,998	+126%	+$3.63M	8%	5
2025 Q3	$2.9M	Sell	58,838 -18,400	-24%	-$917K	1.08%	25
2025 Q2	$3.79M	Sell	77,238 -56,901	-42%	-$2.77M	3.54%	10
2025 Q1	$6.78M	Buy	134,139 +1,013	+0.8%	+$51.3K	7.33%	5
2024 Q4	$6.68M	Buy	+133,126	New	+$7.08M	7.08%	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

Tandem Financial's KNG Position: Q2 2026 in Review

Tandem Financial reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 10% in Q2 2026, selling an estimated $164K and leaving 29,851 shares worth $1.51M. The position accounts for 0.45% of the portfolio, ranked #41.

Tandem Financial first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.78M in Q1 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Tandem Financial held 29,851 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.51M as of Q2 2026.
Tandem Financial sold 3,325 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $164K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.45% of Tandem Financial's portfolio in Q2 2026, its #41 holding.
Tandem Financial first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Tandem Financial's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $6.78M 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 Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.