ADT 2240 WCA Rising Series 2024-3Q Fund is a unit investment trust designed to provide investors with above-average total return, primarily through a blend of growing dividend income and capital appreciation. The fund’s portfolio consists entirely of common stocks, selected from among the 1,000 largest U.S. publicly traded companies, with a focus on firms demonstrating strong dividend growth potential. Sector allocations include communication services, consumer staples, real estate, materials, and consumer discretionary, featuring well-known issuers such as AT&T, The Coca-Cola Company, and Iron Mountain. The trust emphasizes diversification by including companies based in the United States as well as select firms from Canada, Ireland, and the United Kingdom, although U.S. companies make up the vast majority of holdings. Managed by Advisors Asset Management, the series aims to support investors seeking consistent cash flow from dividends along with the possibility of capital gains, making it relevant for those interested in disciplined, equity-based income strategies.
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