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

Valmark Advisers’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
2025 Q4	–	Sell	-4,480	Closed	-$221K	–	669
2025 Q3	$221K	Hold	4,480	–	–	﹤0.01%	621
2025 Q2	$220K	Hold	4,480	–	–	﹤0.01%	616
2025 Q1	$226K	Buy	+4,480	New	+$227K	﹤0.01%	576

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 22.9% 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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Valmark Advisers's KNG Position: Q4 2025 in Review

Valmark Advisers sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 4,480 shares — an estimated $221K sold.

Valmark Advisers first reported a position in KNG in Q1 2025 and held it in 3 quarters. The position peaked at $226K in Q1 2025. 319 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

Valmark Advisers reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
Valmark Advisers sold 4,480 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $221K.
Valmark Advisers first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2025 and held it in 3 quarters.
Valmark Advisers's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $226K in Q1 2025.
319 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.