GRP
KNG icon

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

Global Retirement 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
Q4 		$329K Buy
6,694
+40
+0.6% +$1.96K 0.01% 1189
2025
Q3 		$328K Buy
6,654
+227
+4% +$11.3K 0.01% 943
2025
Q2 		$316K Buy
+6,427
New +$313K 0.01% 897
2024
Q4 		$242K Buy
4,819
+503
+12% +$26.7K 0.01% 872
2024
Q3 		$235K Buy
4,316
+165
+4% +$8.67K 0.01% 862
2024
Q2 		$210K Buy
4,151
+1,364
+49% +$70.6K 0.01% 863
2024
Q1 		$150K Buy
2,787
+1,700
+156% +$88K 0.01% 907
2023
Q4 		$55.7K Hold
1,087
– – ﹤0.01% 1311
2023
Q3 		$53K Sell
1,087
-340
-24% -$17.8K ﹤0.01% 1246
2023
Q2 		$75.4K Hold
1,427
– – ﹤0.01% 1071
2023
Q1 		$73.9K Buy
1,427
+940
+193% +$48.5K ﹤0.01% 1046
2022
Q4 		$24.9K Buy
+487
New +$24.7K ﹤0.01% 1395

Other funds holding KNG

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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