Park Square Financial Group’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$600	Sell	26 -127	-83%	-$2.87K	0.01%	203
2026 Q1	$3.32K	Buy	+153	New	+$3.44K	0.03%	184

Other funds holding SDVD

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

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

Park Square Financial Group reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 83% in Q2 2026, selling an estimated $2.87K and leaving 26 shares worth $600. The position accounts for 0.01% of the portfolio, ranked #203.

Park Square Financial Group first reported a position in SDVD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.32K in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Park Square Financial Group held 26 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $600 as of Q2 2026.
Park Square Financial Group sold 127 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.87K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Park Square Financial Group's portfolio in Q2 2026, its #203 holding.
Park Square Financial Group first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
Park Square Financial Group's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $3.32K in Q1 2026.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

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