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

WMG Financial 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
2025 Q4	–	Sell	-22,964	Closed	-$1.13M	–	163
2025 Q3	$1.13M	Buy	22,964 +2,119	+10%	+$106K	0.38%	49
2025 Q2	$1.02M	Buy	20,845 +9,995	+92%	+$486K	0.38%	46
2025 Q1	$548K	Buy	10,850 +2,348	+28%	+$119K	0.23%	66
2024 Q4	$427K	Sell	8,502 -341	-4%	-$18.1K	0.18%	80
2024 Q3	$482K	Buy	8,843 +759	+9%	+$39.9K	0.22%	70
2024 Q2	$408K	Buy	8,084 +1,114	+16%	+$57.6K	0.22%	70
2024 Q1	$374K	Buy	6,970 +578	+9%	+$29.9K	0.21%	79
2023 Q4	$330K	Buy	+6,392	New	+$316K	0.22%	73

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

WMG Financial Advisors's KNG Position: Q4 2025 in Review

WMG Financial Advisors sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 22,964 shares — an estimated $1.13M sold.

WMG Financial Advisors first reported a position in KNG in Q4 2023 and held it in 8 quarters. The position peaked at $1.13M in Q3 2025. 319 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

WMG Financial Advisors reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 22,964 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $1.13M.
WMG Financial Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 8 quarters.
WMG Financial Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.13M in Q3 2025.
319 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.