First Tr Exchange-traded shares owned by Kozak & Associates
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in First Tr Exchange-traded
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Quarterly reported holdings in First Tr Exchange-traded by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22k | 870 | 25.20 |
| 2025-06-30 | $21k | 846 | 24.99 |
| 2025-03-31 | $19k | 828 | 22.47 |
| 2024-12-31 | $20k | 810 | 24.46 |
| 2024-09-30 | $20k | 793 | 25.18 |
| 2024-06-30 | $18k | 776 | 23.41 |
| 2024-03-31 | $18k | 765 | 24.02 |