U.S. Capital Wealth Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

U.S. Capital Wealth 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 Q1	$1.41M	Buy	28,938 +7,348	+34%	+$373K	0.04%	420
2025 Q4	$1.06M	Buy	+21,590	New	+$1.06M	0.03%	471
2025 Q3	–	Sell	-43,703	Closed	-$2.15M	–	957
2025 Q2	$2.15M	Sell	43,703 -1,573	-3%	-$76.5K	0.06%	284
2025 Q1	$2.29M	Buy	+45,276	New	+$2.29M	0.07%	262
2023 Q1	–	Sell	-1,214	Closed	-$62K	–	1113
2022 Q4	$62K	Buy	+1,214	New	+$61.5K	﹤0.01%	829

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

U.S. Capital Wealth Advisors's KNG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 34% in Q1 2026, buying an estimated $373K and bringing the position to 28,938 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #420.

U.S. Capital Wealth Advisors first reported a position in KNG in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.29M in Q1 2025. 305 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

U.S. Capital Wealth Advisors held 28,938 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.41M as of Q1 2026.
U.S. Capital Wealth Advisors bought 7,348 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $373K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #420 holding.
U.S. Capital Wealth Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.29M in Q1 2025.
305 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.