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

WealthPLAN Partners’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
Q2 		– Sell
-404
Closed -$20.8K – 1335
2023
Q1 		$20.8K Buy
+404
New +$20.8K ﹤0.01% 721

Other funds holding KNG

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's KNG Position: Q2 2023 in Review

WealthPLAN Partners sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2023, closing a stake of 404 shares — an estimated $20.8K sold.

WealthPLAN Partners first reported a position in KNG in Q1 2023 and held it in 1 quarter. The position peaked at $20.8K in Q1 2023. 148 funds tracked by Wall St. Rank hold KNG as of Q2 2023.

  • WealthPLAN Partners reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 404 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2023, an estimated $20.8K.
  • WealthPLAN Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $20.8K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.