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

Toth Financial Advisory’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
2023 Q3	–	Sell	-1,300	Closed	-$68.7K	–	811
2023 Q2	$68.7K	Hold	1,300	–	–	0.01%	242
2023 Q1	$66.9K	Hold	1,300	–	–	0.01%	253
2022 Q4	$66.4K	Hold	1,300	–	–	0.01%	254
2022 Q3	$59K	Hold	1,300	–	–	0.01%	257
2022 Q2	$64K	Hold	1,300	–	–	0.01%	245
2022 Q1	$71K	Hold	1,300	–	–	0.01%	256
2021 Q4	$74K	Hold	1,300	–	–	0.01%	267
2021 Q3	$67K	Buy	+1,300	New	+$70.5K	0.01%	276

Other funds holding KNG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Toth Financial Advisory's KNG Position: Q3 2023 in Review

Toth Financial Advisory sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2023, closing a stake of 1,300 shares — an estimated $68.7K sold.

Toth Financial Advisory first reported a position in KNG in Q3 2021 and held it in 8 quarters. The position peaked at $74K in Q4 2021. 185 funds tracked by Wall St. Rank hold KNG as of Q3 2023.

Toth Financial Advisory reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2023 after selling out during the quarter.
Toth Financial Advisory sold 1,300 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2023, an estimated $68.7K.
Toth Financial Advisory first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2021 and held it in 8 quarters.
Toth Financial Advisory's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $74K in Q4 2021.
185 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.