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Park Square Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Park Square Financial Group’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$69.6K Sell
1,972
-16,688
-89% -$589K 0.05% 249
2025
Q1 		$625K Buy
18,660
+17,808
+2,090% +$597K 0.5% 40
2024
Q4 		$30.5K Buy
+852
New +$30.5K 0.02% 351