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Cresset Asset Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Cresset Asset Management’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
Q1 		$1.61M Buy
33,068
+41
+0.1% +$2.08K 0.01% 619
2025
Q4 		$1.62M Sell
33,027
-1,058
-3% -$51.9K 0.01% 627
2025
Q3 		$1.68M Buy
34,085
+3,510
+11% +$175K 0.01% 590
2025
Q2 		$1.5M Sell
30,575
-2,665
-8% -$130K 0.01% 571
2025
Q1 		$1.68M Buy
33,240
+22,824
+219% +$1.16M 0.01% 593
2024
Q4 		$523K Buy
10,416
+426
+4% +$22.6K ﹤0.01% 1064
2024
Q3 		$544K Buy
9,990
+395
+4% +$20.7K ﹤0.01% 1471
2024
Q2 		$485K Buy
9,595
+304
+3% +$15.7K ﹤0.01% 1454
2024
Q1 		$499K Buy
9,291
+3,393
+58% +$176K ﹤0.01% 1336
2023
Q4 		$305K Buy
5,898
+1,320
+29% +$65.2K ﹤0.01% 1485
2023
Q3 		$226K Sell
4,578
-2,028
-31% -$106K ﹤0.01% 1566
2023
Q2 		$349K Buy
+6,606
New +$341K ﹤0.01% 1453

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM