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

ZEGA Investments’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
Q3 		– Sell
-77,773
Closed -$3.82M – 173
2025
Q2 		$3.82M Buy
+77,773
New +$3.78M 0.52% 27

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ZEGA Investments's KNG Position: Q3 2025 in Review

ZEGA Investments sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 77,773 shares — an estimated $3.82M sold.

ZEGA Investments first reported a position in KNG in Q2 2025 and held it in 1 quarter. The position peaked at $3.82M in Q2 2025. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

  • ZEGA Investments reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • ZEGA Investments sold 77,773 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $3.82M.
  • ZEGA Investments first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2025 and held it in 1 quarter.
  • ZEGA Investments's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.82M in Q2 2025.
  • 302 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2025.

Based on ZEGA Investments's 13F filing for Q3 2025, filed 27 Oct 2025.