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Legacy Investment Solutions’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Legacy Investment Solutions’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
Q2 		$590K Buy
+12,023
New +$585K 0.31% 45
2024
Q4 		$350K Buy
6,921
+2,930
+73% +$156K 0.22% 54
2024
Q3 		$215K Buy
+3,991
New +$210K 0.13% 63

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

Legacy Investment Solutions's KNG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2025: 12,023 shares worth $590K. The stake represents 0.31% of the portfolio and ranks #45 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in KNG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in KNG in Q3 2024 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold KNG as of Q2 2025.

  • Legacy Investment Solutions held 12,023 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $590K as of Q2 2025.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.31% of Legacy Investment Solutions's portfolio in Q2 2025, its #45 holding.
  • Legacy Investment Solutions first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.