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

Castleview Partners’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
Q1 		– Sell
-296
Closed -$14.8K – 389
2024
Q4 		$14.8K Buy
296
+111
+60% +$5.9K 0.01% 517
2024
Q3 		$10.1K Hold
185
– – 0.01% 543
2024
Q2 		$9.35K Buy
+185
New +$9.57K 0.01% 539

Other funds holding KNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Castleview Partners's KNG Position: Q1 2025 in Review

Castleview Partners sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2025, closing a stake of 296 shares — an estimated $14.8K sold.

Castleview Partners first reported a position in KNG in Q2 2024 and held it in 3 quarters. The position peaked at $14.8K in Q4 2024. 321 funds tracked by Wall St. Rank hold KNG as of Q1 2025.

  • Castleview Partners reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 296 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2025, an estimated $14.8K.
  • Castleview Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2024 and held it in 3 quarters.
  • Castleview Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $14.8K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.