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

Atria 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
2026 Q2	–	Sell	-5,582	Closed	-$272K	–	2211
2026 Q1	$272K	Buy	5,582 +370	+7%	+$18.8K	﹤0.01%	1812
2025 Q4	$256K	Sell	5,212 -1,429	-22%	-$70K	﹤0.01%	1834
2025 Q3	$327K	Sell	6,641 -3,096	-32%	-$154K	﹤0.01%	1674
2025 Q2	$478K	Sell	9,737 -154	-2%	-$7.49K	0.01%	1446
2025 Q1	$500K	Sell	9,891 -17	-0.2%	-$862	0.01%	1355
2024 Q4	$497K	Sell	9,908 -1,096	-10%	-$58.3K	0.01%	1333
2024 Q3	$599K	Buy	11,004 +886	+9%	+$46.5K	0.01%	1236
2024 Q2	$511K	Buy	+10,118	New	+$523K	0.01%	1286

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

Atria Investments's KNG Position: Q2 2026 in Review

Atria Investments sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026, closing a stake of 5,582 shares — an estimated $272K sold.

Atria Investments first reported a position in KNG in Q2 2024 and held it in 8 quarters. The position peaked at $599K in Q3 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Atria Investments reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 5,582 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $272K.
Atria Investments first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2024 and held it in 8 quarters.
Atria Investments's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $599K in Q3 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.