WMG Financial Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
20,845
+9,995
| +92% | +$491K | 0.38% | 46 |
|
|
2025
Q1 | $548K | Buy |
10,850
+2,348
| +28% | +$119K | 0.23% | 66 |
|
|
2024
Q4 | $427K | Sell |
8,502
-341
| -4% | -$17.1K | 0.18% | 80 |
|
|
2024
Q3 | $482K | Buy |
8,843
+759
| +9% | +$41.4K | 0.22% | 70 |
|
|
2024
Q2 | $408K | Buy |
8,084
+1,114
| +16% | +$56.3K | 0.22% | 70 |
|
|
2024
Q1 | $374K | Buy |
6,970
+578
| +9% | +$31K | 0.21% | 79 |
|
|
2023
Q4 | $330K | Buy |
+6,392
| New | +$330K | 0.22% | 73 |
|