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

VitalStone Financial’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
2024 Q3	$39.6K	Buy	726 +94	+15%	+$4.94K	0.03%	188
2024 Q2	$31.9K	Sell	632 -734	-54%	-$38K	0.02%	193
2024 Q1	$73K	Sell	1,366 -263	-16%	-$13.6K	0.06%	154
2023 Q4	$84K	Sell	1,629 -506	-24%	-$25K	0.07%	127
2023 Q3	$103K	Buy	+2,135	New	+$112K	0.09%	102

Other funds holding KNG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

VitalStone Financial's KNG Position: Q3 2024 in Review

VitalStone Financial increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 15% in Q3 2024, buying an estimated $4.94K and bringing the position to 726 shares worth $39.6K. The position accounts for 0.03% of the portfolio, ranked #188.

VitalStone Financial first reported a position in KNG in Q3 2023 and has held it in 5 quarters since. The position peaked at $103K in Q3 2023. 287 funds tracked by Wall St. Rank hold KNG as of Q3 2024.

VitalStone Financial held 726 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $39.6K as of Q3 2024.
VitalStone Financial bought 94 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2024, an estimated $4.94K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of VitalStone Financial's portfolio in Q3 2024, its #188 holding.
VitalStone Financial first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and has held it in 5 quarters since.
VitalStone Financial's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $103K in Q3 2023.
287 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.