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

Teamwork Financial 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	$4.37M	Buy	86,505 +4,498	+5%	+$221K	0.4%	65
2026 Q1	$3.99M	Buy	82,007 +3,400	+4%	+$173K	0.42%	60
2025 Q4	$3.86M	Buy	78,607 +5,386	+7%	+$264K	0.39%	58
2025 Q3	$3.61M	Sell	73,221 -755,957	-91%	-$37.7M	0.37%	55
2025 Q2	$40.7M	Buy	+829,178	New	+$40.3M	4.72%	4

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

Teamwork Financial Advisors's KNG Position: Q2 2026 in Review

Teamwork Financial Advisors increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 5.5% in Q2 2026, buying an estimated $221K and bringing the position to 86,505 shares worth $4.37M. The position accounts for 0.4% of the portfolio, ranked #65.

Teamwork Financial Advisors first reported a position in KNG in Q2 2025 and has held it in 5 quarters since. The position peaked at $40.7M in Q2 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Teamwork Financial Advisors held 86,505 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $4.37M as of Q2 2026.
Teamwork Financial Advisors bought 4,498 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $221K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.4% of Teamwork Financial Advisors's portfolio in Q2 2026, its #65 holding.
Teamwork Financial Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2025 and has held it in 5 quarters since.
Teamwork Financial Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $40.7M in Q2 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 Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.