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

Atria Wealth Solutions’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 Q2	$6.32M	Sell	128,506 -104,467	-45%	-$5.08M	0.14%	167
2025 Q1	$11.8M	Buy	232,973 +17,416	+8%	+$883K	0.14%	154
2024 Q4	$10.8M	Buy	215,557 +18,831	+10%	+$1M	0.12%	180
2024 Q3	$10.8M	Buy	196,726 +35,070	+22%	+$1.84M	0.12%	187
2024 Q2	$8.2M	Buy	161,656 +21,989	+16%	+$1.14M	0.09%	225
2024 Q1	$7.5M	Buy	139,667 +31,812	+29%	+$1.65M	0.08%	252
2023 Q4	$5.57M	Buy	107,855 +25,964	+32%	+$1.28M	0.07%	286
2023 Q3	$4.04M	Buy	81,891 +54,885	+203%	+$2.88M	0.06%	343
2023 Q2	$1.43M	Sell	27,006 -880	-3%	-$45.4K	0.02%	701
2023 Q1	$1.43M	Buy	27,886 +25	+0.1%	+$1.29K	0.02%	668
2022 Q4	$1.42M	Sell	27,861 -277	-1%	-$14K	0.02%	620
2022 Q3	$1.28M	Buy	28,138 +2,560	+10%	+$130K	0.02%	632
2022 Q2	$1.26M	Buy	25,578 +5,575	+28%	+$293K	0.02%	605
2022 Q1	$1.1M	Buy	+20,003	New	+$1.09M	0.02%	695

Other funds holding KNG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's KNG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 45% in Q2 2025, selling an estimated $5.08M and leaving 128,506 shares worth $6.32M. The position accounts for 0.14% of the portfolio, ranked #167.

Atria Wealth Solutions first reported a position in KNG in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.8M in Q1 2025. 316 funds tracked by Wall St. Rank hold KNG as of Q2 2025.

Atria Wealth Solutions held 128,506 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $6.32M as of Q2 2025.
Atria Wealth Solutions sold 104,467 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2025, an estimated $5.08M.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #167 holding.
Atria Wealth Solutions first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $11.8M in Q1 2025.
316 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.