Arkadios Wealth Advisors KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

Ownership history in Arkadios Wealth Advisors  ·  17 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.27% in 2023 Q4. The latest visible filing shows KNG at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KNG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkadios Wealth Advisors held KNG — position size vs. price
% of Fund (quarterly)    KNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 76.7% +1.2% 72,274 -238,185 -76.7% 0.07% $3.6M 2026-02-14 (Est.) $51.50
2025 Q3 ADDED 310,459 +6,492 +2.1% 0.37% $15.3M 2025-10-29 $46.05
2025 Q2 REDUCED 10.2% +2.2% 303,967 -34,642 -10.2% 0.44% $14.9M 2025-08-04 $46.30
2025 Q1 REDUCED 9.4% -0.7% 338,609 -35,171 -9.4% 0.65% $17.1M 2025-05-08 $44.70
2024 Q4 ADDED 373,780 +12,869 +3.6% 1.02% $18.8M 2025-01-15 $44.89
2024 Q3 ADDED 360,911 +42,316 +13.3% 1.11% $19.7M 2024-10-24 $47.05
2024 Q2 ADDED 318,595 +18,832 +6.3% 1.09% $16.1M 2024-07-29 $44.94
2024 Q1 ADDED 299,763 +8,241 +2.8% 1.25% $16.1M 2024-04-30 $43.13
2023 Q4 ADDED 291,522 +16,129 +5.9% 1.27% $15.1M 2024-01-24 $41.61
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Arkadios Wealth Advisors and KNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning KNG?

Arkadios Wealth Advisors reported KNG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KNG position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for KNG was 1.27% in 2023 Q4.

What is the latest reported KNG position on this page?

The most recent filing on this page is 2025 Q4, when Arkadios Wealth Advisors reported 72,274 shares, equal to 0.07% of portfolio, with an estimated market value of $3.6M.

What does the chart on this KNG ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly KNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkadios Wealth Advisors time their KNG position?

Based on 13F filing dates vs. subsequent KNG price moves, Arkadios Wealth Advisors correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on KNG relative to SPY over the holding period was -5.9%.

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