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MassMutual Private Wealth & Trust’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-1,250
Closed -$62.8K – 2428
2024
Q4 		$62.8K Buy
+1,250
New +$66.4K ﹤0.01% 689

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

MassMutual Private Wealth & Trust's KNG Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2025, closing a stake of 1,250 shares — an estimated $62.8K sold.

MassMutual Private Wealth & Trust first reported a position in KNG in Q4 2024 and held it in 1 quarter. The position peaked at $62.8K in Q4 2024. 321 funds tracked by Wall St. Rank hold KNG as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,250 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2025, an estimated $62.8K.
  • MassMutual Private Wealth & Trust first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $62.8K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.