Z3 Capital Partners’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Z3 Capital 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
2026 Q2	$3.23M	Sell	63,974 -24,641	-28%	-$1.21M	0.68%	40
2026 Q1	$4.32M	Sell	88,615 -849	-0.9%	-$43.1K	1.09%	26
2025 Q4	$4.4M	Buy	+89,464	New	+$4.39M	1.06%	27

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Z3 Capital Partners's KNG Position: Q2 2026 in Review

Z3 Capital Partners reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 28% in Q2 2026, selling an estimated $1.21M and leaving 63,974 shares worth $3.23M. The position accounts for 0.68% of the portfolio, ranked #40.

Z3 Capital Partners first reported a position in KNG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.4M in Q4 2025. 297 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Z3 Capital Partners held 63,974 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $3.23M as of Q2 2026.
Z3 Capital Partners sold 24,641 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $1.21M.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.68% of Z3 Capital Partners's portfolio in Q2 2026, its #40 holding.
Z3 Capital Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2025 and has held it in 3 quarters since.
Z3 Capital Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $4.4M in Q4 2025.
297 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.