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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.14K	Sell	181 -76	-30%	-$3.09K	0.05%	123
2025 Q4	$9.21K	Buy	+257	New	+$9.76K	0.05%	154
2025 Q3	–	Sell	-1,972	Closed	-$69.6K	–	824
2025 Q2	$69.6K	Sell	1,972 -16,688	-89%	-$560K	0.05%	249
2025 Q1	$625K	Buy	18,660 +17,808	+2,090%	+$635K	0.5%	40
2024 Q4	$30.5K	Buy	+852	New	+$31.9K	0.02%	351

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Park Square Financial Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 30% in Q1 2026, selling an estimated $3.09K and leaving 181 shares worth $7.14K. The position accounts for 0.05% of the portfolio, ranked #123.

Park Square Financial Group first reported a position in SDVY in Q4 2024 and has held it in 5 quarters since. The position peaked at $625K in Q1 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Park Square Financial Group held 181 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.14K as of Q1 2026.
Park Square Financial Group sold 76 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $3.09K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Park Square Financial Group's portfolio in Q1 2026, its #123 holding.
Park Square Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 5 quarters since.
Park Square Financial Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $625K in Q1 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

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