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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Park Square Financial Group's RDVY Position: Q1 2026 in Review

Park Square Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 36% in Q1 2026, selling an estimated $494K and leaving 12,241 shares worth $836K. The position accounts for 6.35% of the portfolio, ranked #5.

Park Square Financial Group first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.45M in Q4 2024. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Park Square Financial Group held 12,241 shares of First Trust Rising Dividend Achievers ETF worth $836K as of Q1 2026.
  • Park Square Financial Group sold 6,939 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $494K.
  • First Trust Rising Dividend Achievers ETF made up 6.35% of Park Square Financial Group's portfolio in Q1 2026, its #5 holding.
  • Park Square Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $4.45M in Q4 2024.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.