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

Triumph Capital 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 Q1	$2.99M	Buy	61,307 +2,485	+4%	+$126K	0.61%	33
2025 Q4	$2.89M	Sell	58,822 -3,527	-6%	-$173K	0.62%	34
2025 Q3	$3.07M	Buy	62,349 +9,701	+18%	+$483K	0.83%	30
2025 Q2	$2.59M	Buy	52,648 +21,493	+69%	+$1.05M	0.78%	26
2025 Q1	$1.57M	Buy	31,155 +7,187	+30%	+$364K	0.52%	43
2024 Q4	$1.2M	Buy	23,968 +787	+3%	+$41.8K	0.41%	48
2024 Q3	$1.26M	Sell	23,181 -2,861	-11%	-$150K	0.45%	46
2024 Q2	$1.32M	Sell	26,042 -19,262	-43%	-$996K	0.51%	43
2024 Q1	$2.42M	Buy	45,304 +24,396	+117%	+$1.26M	0.99%	23
2023 Q4	$1.08M	Buy	+20,908	New	+$1.03M	0.46%	52

Other funds holding KNG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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 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

Southern Financial Group Birmingham, Alabama $358M AUM