Number of Shares
592,667.00
Current Holdings Value*
$29.94 Mil
% of Portfolio
7.46%
Total Estimate Gain
$-1.01 Mil
% of Total Estimate Gain
-3.30%

Wagner Wealth Management, LLC's FT Vest S&P 500 Dividend Aristocrats Target Income ETF Holding Summary

As of 2025-03-31, Wagner Wealth Management, LLC held 592,667.00 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG), totaling $29.94 Mil. This investment constitutes 7.46% of their stock portfolio, and Wagner Wealth Management, LLC now holds 0.8% of the outstanding FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG) stock.

The initial trade took place in 2023Q2. And since then Wagner Wealth Management, LLC has made 8 purchases of KNG, at an average price of $51.68, for a total of 592,667.00 shares. Based on historical transaction data and KNG's current price of $49.98, Wagner Wealth Management, LLC's estimated gain on his KNG holdings is $-1.01 Mil, reflecting a -3.30% gain to date.

Wagner Wealth Management, LLC KNG ($49.98) Holding Chart

Wagner Wealth Management, LLC KNG ($49.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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