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

Visionary 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
2023
Q1 		– Sell
-9,444
Closed -$482K – 468
2022
Q4 		$482K Sell
9,444
-167
-2% -$8.46K 0.04% 244
2022
Q3 		$438K Sell
9,611
-133
-1% -$6.75K 0.05% 244
2022
Q2 		$479K Buy
9,744
+1,859
+24% +$97.7K 0.04% 244
2022
Q1 		$432K Buy
+7,885
New +$430K 0.03% 272

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

Visionary Wealth Advisors's KNG Position: Q1 2023 in Review

Visionary Wealth Advisors sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2023, closing a stake of 9,444 shares — an estimated $482K sold.

Visionary Wealth Advisors first reported a position in KNG in Q1 2022 and held it in 4 quarters. The position peaked at $482K in Q4 2022. 133 funds tracked by Wall St. Rank hold KNG as of Q1 2023.

  • Visionary Wealth Advisors reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 9,444 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2023, an estimated $482K.
  • Visionary Wealth Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2022 and held it in 4 quarters.
  • Visionary Wealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $482K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2023.

Based on Visionary Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.