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

TCFG Wealth Management’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	$1.12M	Buy	22,923 +42	+0.2%	+$2.13K	0.42%	56
2025 Q4	$1.12M	Buy	22,881 +190	+0.8%	+$9.31K	0.44%	54
2025 Q3	$1.12M	Buy	22,691 +1,786	+9%	+$89K	0.44%	55
2025 Q2	$1.03M	Hold	20,905	–	–	0.46%	52
2025 Q1	$1.06M	Buy	20,905 +447	+2%	+$22.7K	0.53%	48
2024 Q4	$1.03M	Buy	20,458 +256	+1%	+$13.6K	0.52%	51
2024 Q3	$1.1M	Buy	+20,202	New	+$1.06M	0.55%	51

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

TCFG Wealth Management's KNG Position: Q1 2026 in Review

TCFG Wealth Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 0.18% in Q1 2026, buying an estimated $2.13K and bringing the position to 22,923 shares worth $1.12M. The position accounts for 0.42% of the portfolio, ranked #56.

TCFG Wealth Management first reported a position in KNG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2025. 306 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

TCFG Wealth Management held 22,923 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.12M as of Q1 2026.
TCFG Wealth Management bought 42 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $2.13K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.42% of TCFG Wealth Management's portfolio in Q1 2026, its #56 holding.
TCFG Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.12M in Q4 2025.
306 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.