Kowal Investment Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kowal Investment Group’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$414K	Buy	6,996 +23	+0.3%	+$1.31K	0.08%	131
2024 Q2	$382K	Sell	6,973 -196	-3%	-$10.7K	0.08%	122
2024 Q1	$403K	Buy	7,169 +13	+0.2%	+$682	0.09%	114
2023 Q4	$370K	Buy	7,156 +399	+6%	+$18.9K	0.09%	108
2023 Q3	$311K	Sell	6,757 -59	-0.9%	-$2.82K	0.08%	108
2023 Q2	$321K	Buy	6,816 +13	+0.2%	+$588	0.09%	117
2023 Q1	$305K	Sell	6,803 -503	-7%	-$23.1K	0.09%	114
2022 Q4	$321K	Sell	7,306 -1,580	-18%	-$69.1K	0.1%	110
2022 Q3	$345K	Buy	8,886 +1,460	+20%	+$62.8K	0.12%	90
2022 Q2	$304K	Buy	+7,426	New	+$337K	0.1%	103

Other funds holding RDVY

LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kowal Investment Group's RDVY Position: Q3 2024 in Review

Kowal Investment Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.33% in Q3 2024, buying an estimated $1.31K and bringing the position to 6,996 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #131.

Kowal Investment Group first reported a position in RDVY in Q2 2022 and has held it in 10 quarters since. 571 funds tracked by Wall St. Rank hold RDVY as of Q3 2024.

Kowal Investment Group held 6,996 shares of First Trust Rising Dividend Achievers ETF worth $414K as of Q3 2024.
Kowal Investment Group bought 23 First Trust Rising Dividend Achievers ETF shares in Q3 2024, an estimated $1.31K.
First Trust Rising Dividend Achievers ETF made up 0.08% of Kowal Investment Group's portfolio in Q3 2024, its #131 holding.
Kowal Investment Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 10 quarters since.
571 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.