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

TrueWealth 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 Q3	$1.3M	Sell	27,013 -1,104	-4%	-$56.1K	0.29%	62
2026 Q2	$1.42M	Sell	28,117 -3,465	-11%	-$170K	0.32%	55
2026 Q1	$1.54M	Sell	31,582 -13,552	-30%	-$688K	0.39%	43
2025 Q4	$2.22M	Sell	45,134 -6,507	-13%	-$319K	0.57%	34
2025 Q3	$2.55M	Buy	51,641 +2,348	+5%	+$117K	0.69%	30
2025 Q2	$2.42M	Sell	49,293 -1,306	-3%	-$63.5K	0.72%	29
2025 Q1	$2.56M	Buy	50,599 +3,590	+8%	+$182K	0.84%	24
2024 Q4	$2.36M	Buy	47,009 +2,663	+6%	+$142K	0.79%	27
2024 Q3	$2.42M	Buy	44,346 +2,009	+5%	+$106K	0.81%	28
2024 Q2	$2.14M	Buy	42,337 +8,679	+26%	+$449K	0.79%	27
2024 Q1	$1.81M	Buy	33,658 +1,783	+6%	+$92.3K	0.7%	32
2023 Q4	$1.65M	Buy	31,875 +4,388	+16%	+$217K	0.64%	31
2023 Q3	$1.36M	Buy	27,487 +23,279	+553%	+$1.22M	0.57%	36
2023 Q2	$222K	Buy	+4,208	New	+$217K	0.09%	173

Other funds holding KNG

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

TrueWealth Advisors's KNG Position: Q3 2026 in Review

TrueWealth Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.9% in Q3 2026, selling an estimated $56.1K and leaving 27,013 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #62.

TrueWealth Advisors first reported a position in KNG in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.56M in Q1 2025. 13 funds tracked by Wall St. Rank hold KNG as of Q3 2026.

TrueWealth Advisors held 27,013 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.3M as of Q3 2026.
TrueWealth Advisors sold 1,104 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2026, an estimated $56.1K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.29% of TrueWealth Advisors's portfolio in Q3 2026, its #62 holding.
TrueWealth Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2023 and has held it in 14 quarters since.
TrueWealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.56M in Q1 2025.
13 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.