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

True Capital 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
2023
Q1 		$267K Buy
5,199
+33
+0.6% +$1.7K 0.18% 104
2022
Q4 		$264K Buy
+5,166
New +$262K 0.21% 100

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

True Capital Management's KNG Position: Q1 2023 in Review

True Capital Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 0.64% in Q1 2023, buying an estimated $1.7K and bringing the position to 5,199 shares worth $267K. The position accounts for 0.18% of the portfolio, ranked #104.

True Capital Management first reported a position in KNG in Q4 2022 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold KNG as of Q1 2023.

  • True Capital Management held 5,199 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $267K as of Q1 2023.
  • True Capital Management bought 33 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2023, an estimated $1.7K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.18% of True Capital Management's portfolio in Q1 2023, its #104 holding.
  • True Capital Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.