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

Gradient Investments’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 Q3	–	Sell	-2,276	Closed	-$115K	–	860
2024 Q2	$115K	Buy	2,276 +2,239	+6,051%	+$116K	﹤0.01%	384
2024 Q1	$1.99K	Hold	37	–	–	﹤0.01%	834
2023 Q4	$1.91K	Buy	+37	New	+$1.83K	﹤0.01%	1241
2023 Q2	–	Sell	-60	Closed	-$3.09K	–	1837
2023 Q1	$3.09K	Buy	+60	New	+$3.1K	﹤0.01%	1045

Other funds holding KNG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Gradient Investments's KNG Position: Q3 2024 in Review

Gradient Investments sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2024, closing a stake of 2,276 shares — an estimated $115K sold.

Gradient Investments first reported a position in KNG in Q1 2023 and held it in 4 quarters. The position peaked at $115K in Q2 2024. 287 funds tracked by Wall St. Rank hold KNG as of Q3 2024.

Gradient Investments reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 2,276 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2024, an estimated $115K.
Gradient Investments first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2023 and held it in 4 quarters.
Gradient Investments's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $115K in Q2 2024.
287 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.