CARLSON FINANCIAL, INC.
Position in SDVY — First Trust SMID Cap Rising Dividend Achievers ETF
CIK 2134889
CANBY, OR
All Filings in SDVY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SDVY | $3,685,924 | 85,441 | Shares | Sole | 2026-08-24 | |
| 2025-12-31 SDVY | $3,316,825 | 86,556 | Shares | Sole | 2026-08-24 | |
| No filing history on record for this holder in this stock. | ||||||