Kowal Investment Group’s First Trust RiverFront Dynamic Emerging Markets ETF RFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,575	Closed	-$211K	–	161
2022 Q3	$211K	Sell	4,575 -2,331	-34%	-$123K	0.07%	129
2022 Q2	$368K	Sell	6,906 -73	-1%	-$4.38K	0.12%	86
2022 Q1	$453K	Sell	6,979 -1,854	-21%	-$122K	0.14%	64
2021 Q4	$597K	Sell	8,833 -421	-5%	-$28.6K	0.18%	45
2021 Q3	$622K	Sell	9,254 -247	-3%	-$17.6K	0.2%	42
2021 Q2	$709K	Sell	9,501 -535	-5%	-$39.8K	0.26%	38
2021 Q1	$736K	Sell	10,036 -1,327	-12%	-$98.2K	0.3%	31
2020 Q4	$824K	Buy	+11,363	New	+$739K	0.38%	25

Other funds holding RFEM

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Kowal Investment Group's RFEM Position: Q4 2022 in Review

Kowal Investment Group sold out of First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) in Q4 2022, closing a stake of 4,575 shares — an estimated $211K sold.

Kowal Investment Group first reported a position in RFEM in Q4 2020 and held it in 8 quarters. The position peaked at $824K in Q4 2020. 33 funds tracked by Wall St. Rank hold RFEM as of Q4 2022.

Kowal Investment Group reported no remaining First Trust RiverFront Dynamic Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Kowal Investment Group sold 4,575 First Trust RiverFront Dynamic Emerging Markets ETF shares in Q4 2022, an estimated $211K.
Kowal Investment Group first reported a position in First Trust RiverFront Dynamic Emerging Markets ETF in Q4 2020 and held it in 8 quarters.
Kowal Investment Group's First Trust RiverFront Dynamic Emerging Markets ETF position peaked at $824K in Q4 2020.
33 funds tracked by Wall St. Rank held First Trust RiverFront Dynamic Emerging Markets ETF as of Q4 2022.

Based on Kowal Investment Group's 13F filing for Q4 2022, filed 25 Jan 2023.