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

Farmers & Merchants Investments Inc’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 Q2	$14.1K	Hold	327	–	–	﹤0.01%	689
2026 Q1	$12.9K	Hold	327	–	–	﹤0.01%	695
2025 Q4	$12.5K	Hold	327	–	–	﹤0.01%	674
2025 Q3	$12.4K	Hold	327	–	–	﹤0.01%	689
2025 Q2	$11.5K	Buy	327 +90	+38%	+$3.02K	﹤0.01%	691
2025 Q1	$7.94K	Sell	237 -487	-67%	-$17.4K	﹤0.01%	749
2024 Q4	$26K	Buy	+724	New	+$27.1K	﹤0.01%	531
2024 Q2	–	Sell	-83	Closed	-$2.89K	–	1809
2024 Q1	$2.89K	Sell	83 -216	-72%	-$7.05K	﹤0.01%	939
2023 Q4	$9.8K	Buy	+299	New	+$8.73K	﹤0.01%	640

Other funds holding SDVY

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

KAS

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

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

Farmers & Merchants Investments Inc held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 327 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Farmers & Merchants Investments Inc first reported a position in SDVY in Q4 2023 and has held it in 9 quarters since. The position peaked at $26K in Q4 2024. 401 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Farmers & Merchants Investments Inc held 327 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $14.1K as of Q2 2026.
Farmers & Merchants Investments Inc left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #689 holding.
Farmers & Merchants Investments Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 9 quarters since.
Farmers & Merchants Investments Inc's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $26K in Q4 2024.
401 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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