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Financial Gravity Companies’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$29.9K Sell
595
-5
-0.8% -$266 0.01% 377
2024
Q3 		$32.7K Buy
+600
New +$31.5K 0.01% 218

Other funds holding KNG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Financial Gravity Companies's KNG Position: Q4 2024 in Review

Financial Gravity Companies reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 0.83% in Q4 2024, selling an estimated $266 and leaving 595 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #377.

Financial Gravity Companies first reported a position in KNG in Q3 2024 and has held it in 2 quarters since. The position peaked at $32.7K in Q3 2024. 323 funds tracked by Wall St. Rank hold KNG as of Q4 2024.

  • Financial Gravity Companies held 595 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $29.9K as of Q4 2024.
  • Financial Gravity Companies sold 5 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2024, an estimated $266.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #377 holding.
  • Financial Gravity Companies first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $32.7K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.