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

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 Q3	$236K	Sell	4,781 -34	-0.7%	-$1.78K	0.11%	58
2023 Q2	$256K	Sell	4,815 -391	-8%	-$20.2K	0.11%	59
2023 Q1	$268K	Buy	5,206 +459	+10%	+$23.7K	0.13%	55
2022 Q4	$243K	Buy	+4,747	New	+$240K	0.13%	56

Other funds holding KNG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealth Advisors's KNG Position: Q3 2023 in Review

Wealth Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 0.71% in Q3 2023, selling an estimated $1.78K and leaving 4,781 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #58.

Wealth Advisors first reported a position in KNG in Q4 2022 and has held it in 4 quarters since. The position peaked at $268K in Q1 2023. 185 funds tracked by Wall St. Rank hold KNG as of Q3 2023.

Wealth Advisors held 4,781 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $236K as of Q3 2023.
Wealth Advisors sold 34 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2023, an estimated $1.78K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.11% of Wealth Advisors's portfolio in Q3 2023, its #58 holding.
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 4 quarters since.
Wealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $268K in Q1 2023.
185 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.