Farmers & Merchants Investments Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Farmers & Merchants Investments Inc’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 Q2	$33.9K	Hold	418	–	–	﹤0.01%	510
2026 Q1	$28.5K	Hold	418	–	–	﹤0.01%	522
2025 Q4	$29K	Hold	418	–	–	﹤0.01%	496
2025 Q3	$28.1K	Hold	418	–	–	﹤0.01%	512
2025 Q2	$26.2K	Buy	+418	New	+$24.6K	﹤0.01%	513
2024 Q2	–	Sell	-64	Closed	-$3.6K	–	1807
2024 Q1	$3.6K	Sell	64 -412	-87%	-$21.6K	﹤0.01%	850
2023 Q4	$24.6K	Buy	+476	New	+$22.5K	﹤0.01%	476

Other funds holding RDVY

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Farmers & Merchants Investments Inc's RDVY Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 418 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Farmers & Merchants Investments Inc first reported a position in RDVY in Q4 2023 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Farmers & Merchants Investments Inc held 418 shares of First Trust Rising Dividend Achievers ETF worth $33.9K as of Q2 2026.
Farmers & Merchants Investments Inc left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #510 holding.
Farmers & Merchants Investments Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 7 quarters since.
652 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.