TCFG Investment Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

TCFG Investment Advisors’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	$1.16M	Sell	22,899 -24	-0.1%	-$1.18K	0.39%	60
2026 Q1	$1.12M	Buy	+22,923	New	+$1.16M	0.42%	56

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

TCFG Investment Advisors's KNG Position: Q2 2026 in Review

TCFG Investment Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 0.1% in Q2 2026, selling an estimated $1.18K and leaving 22,899 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #60.

TCFG Investment Advisors first reported a position in KNG in Q1 2026 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

TCFG Investment Advisors held 22,899 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.16M as of Q2 2026.
TCFG Investment Advisors sold 24 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $1.18K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.39% of TCFG Investment Advisors's portfolio in Q2 2026, its #60 holding.
TCFG Investment Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2026 and has held it in 2 quarters since.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.