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

Park Square Financial Group’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$720K	Sell	8,882 -3,359	-27%	-$253K	6.5%	4
2026 Q1	$836K	Sell	12,241 -6,939	-36%	-$494K	6.35%	5
2025 Q4	$1.13M	Sell	19,180 -464	-2%	-$31.5K	6.73%	6
2025 Q3	$1.32M	Sell	19,644 -18,651	-49%	-$1.21M	5.71%	6
2025 Q2	$2.4M	Sell	38,295 -18,905	-33%	-$1.11M	1.74%	12
2025 Q1	$3.35M	Sell	57,200 -18,106	-24%	-$1.1M	2.66%	9
2024 Q4	$4.45M	Buy	+75,306	New	+$4.59M	3.08%	8

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Park Square Financial Group's RDVY Position: Q2 2026 in Review

Park Square Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 27% in Q2 2026, selling an estimated $253K and leaving 8,882 shares worth $720K. The position accounts for 6.5% of the portfolio, ranked #4.

Park Square Financial Group first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.45M in Q4 2024. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Park Square Financial Group held 8,882 shares of First Trust Rising Dividend Achievers ETF worth $720K as of Q2 2026.
Park Square Financial Group sold 3,359 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $253K.
First Trust Rising Dividend Achievers ETF made up 6.5% of Park Square Financial Group's portfolio in Q2 2026, its #4 holding.
Park Square Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $4.45M in Q4 2024.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.