NW
KNG icon

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

NewEdge Wealth’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
Q1 		$2.81M Hold
57,700
– – 0.03% 342
2025
Q4 		$2.84M Hold
57,700
– – 0.03% 363
2025
Q3 		$2.78M Hold
57,700
– – 0.04% 315
2025
Q2 		$2.87M Sell
57,700
-5,000
-8% -$243K 0.05% 306
2025
Q1 		$3.17M Buy
62,700
+200
+0.3% +$10.1K 0.06% 258
2024
Q4 		$3.14M Hold
62,500
– – 0.05% 263
2024
Q3 		$3.4M Hold
62,500
– – 0.06% 267
2024
Q2 		$3.16M Buy
62,500
+1,000
+2% +$51.7K 0.07% 238
2024
Q1 		$3.17M Buy
61,500
+4,000
+7% +$207K 0.07% 234
2023
Q4 		$2.97M Hold
57,500
– – 0.08% 228
2023
Q3 		$2.84M Buy
+57,500
New +$3.02M 0.09% 194

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM