Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOWAL INVESTMENT GROUP LLC | 04-18-2024 | 03-31-2024 | 178 | 462,741,245 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 1 | $97,073,977 | 2,142,440 | 0.02 | 0.02 | 51,773 | 2.48 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 2 | $41,960,794 | 489,910 | 0.01 | 0.01 | 1,511 | 0.31 | 03-31-2024 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 3 | $41,387,422 | 1,075,557 | 0.01 | 0.01 | -281 | -0.03 | 03-31-2024 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 4 | $39,918,782 | 209,350 | 0.01 | 0.01 | -6,296 | -2.92 | 03-31-2024 |
