Milestone Asset Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Milestone Asset Management’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
2026 Q3	$5.24M	Buy	108,800 +2,643	+2%	+$134K	0.83%	36
2026 Q2	$5.36M	Buy	106,157 +7,378	+7%	+$363K	0.84%	34
2026 Q1	$4.81M	Buy	98,779 +2,924	+3%	+$149K	0.89%	30
2025 Q4	$4.71M	Buy	95,855 +7,163	+8%	+$351K	0.89%	31
2025 Q3	$4.37M	Buy	88,692 +5,684	+7%	+$283K	0.83%	26
2025 Q2	$4.08M	Buy	83,008 +3,626	+5%	+$176K	0.86%	27
2025 Q1	$4.01M	Buy	79,382 +1,724	+2%	+$87.4K	0.85%	26
2024 Q4	$3.9M	Sell	77,658 -1,360	-2%	-$72.3K	0.86%	31
2024 Q3	$4.3M	Buy	79,018 +7,589	+11%	+$399K	0.97%	27
2024 Q2	$3.61M	Buy	71,429 +8,054	+13%	+$417K	0.9%	28
2024 Q1	$3.4M	Buy	+63,375	New	+$3.28M	0.97%	28

Other funds holding KNG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Milestone Asset Management's KNG Position: Q3 2026 in Review

Milestone Asset Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 2.5% in Q3 2026, buying an estimated $134K and bringing the position to 108,800 shares worth $5.24M. The position accounts for 0.83% of the portfolio, ranked #36.

Milestone Asset Management first reported a position in KNG in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.36M in Q2 2026. 233 funds tracked by Wall St. Rank hold KNG as of Q3 2026.

Milestone Asset Management held 108,800 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $5.24M as of Q3 2026.
Milestone Asset Management bought 2,643 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2026, an estimated $134K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.83% of Milestone Asset Management's portfolio in Q3 2026, its #36 holding.
Milestone Asset Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and has held it in 11 quarters since.
Milestone Asset Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $5.36M in Q2 2026.
233 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.