MAM
KNG icon

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
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 0.86% 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

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return