Park Square Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.4M	Sell	38,295 -18,905	-33%	-$1.19M	1.74%	12
2025 Q1	$3.35M	Sell	57,200 -18,106	-24%	-$1.06M	2.66%	9
2024 Q4	$4.45M	Buy	+75,306	New	+$4.45M	3.08%	8