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

Orion Portfolio 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 Q1	$604K	Buy	11,950 +367	+3%	+$18.6K	0.01%	1323
2024 Q4	$582K	Sell	11,583 -266	-2%	-$14.1K	0.01%	1287
2024 Q3	$646K	Sell	11,849 -11,349	-49%	-$596K	0.01%	1236
2024 Q2	$1.17M	Sell	23,198 -974	-4%	-$50.4K	0.01%	916
2024 Q1	$1.3M	Sell	24,172 -1,970	-8%	-$102K	0.01%	870
2023 Q4	$1.35M	Sell	26,142 -2,843	-10%	-$140K	0.02%	813
2023 Q3	$1.43M	Sell	28,985 -5,349	-16%	-$281K	0.02%	755
2023 Q2	$1.81M	Buy	34,334 +14,839	+76%	+$765K	0.02%	700
2023 Q1	$1M	Buy	19,495 +1,478	+8%	+$76.2K	0.01%	869
2022 Q4	$920K	Buy	18,017 +2,824	+19%	+$143K	0.03%	332
2022 Q3	$693K	Buy	15,193 +7,827	+106%	+$397K	0.03%	332
2022 Q2	$362K	Buy	+7,366	New	+$387K	0.01%	490

Other funds holding KNG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Orion Portfolio Solutions's KNG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.2% in Q1 2025, buying an estimated $18.6K and bringing the position to 11,950 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #1323.

Orion Portfolio Solutions first reported a position in KNG in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2023. 321 funds tracked by Wall St. Rank hold KNG as of Q1 2025.

Orion Portfolio Solutions held 11,950 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $604K as of Q1 2025.
Orion Portfolio Solutions bought 367 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2025, an estimated $18.6K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1323 holding.
Orion Portfolio Solutions first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2022 and has held it in 12 quarters since.
Orion Portfolio Solutions's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.81M in Q2 2023.
321 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.