Mercer Global Advisors
RDVY icon

Mercer Global Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mercer Global Advisors’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
Q1 		$4.08M Buy
59,766
+23,610
+65% +$1.68M 0.01% 847
2025
Q4 		$2.51M Sell
36,156
-7,281
-17% -$495K ﹤0.01% 1001
2025
Q3 		$2.92M Buy
43,437
+19,725
+83% +$1.28M ﹤0.01% 881
2025
Q2 		$1.49M Sell
23,712
-6,355
-21% -$374K ﹤0.01% 1014
2025
Q1 		$1.76M Sell
30,067
-4,590
-13% -$279K ﹤0.01% 884
2024
Q4 		$2.05M Sell
34,657
-25,579
-42% -$1.56M 0.01% 819
2024
Q3 		$3.54M Sell
60,236
-15,409
-20% -$876K 0.01% 589
2024
Q2 		$4.14M Sell
75,645
-1,825
-2% -$99.8K 0.01% 499
2024
Q1 		$4.35M Sell
77,470
-114,605
-60% -$6.01M 0.01% 496
2023
Q4 		$9.93M Sell
192,075
-66,792
-26% -$3.16M 0.03% 309
2023
Q3 		$11.9M Sell
258,867
-18,627
-7% -$890K 0.05% 237
2023
Q2 		$13.1M Sell
277,494
-292,754
-51% -$13.2M 0.05% 239
2023
Q1 		$25.6M Buy
570,248
+154,661
+37% +$7.1M 0.12% 132
2022
Q4 		$18.3M Buy
415,587
+407,532
+5,059% +$17.8M 0.09% 170
2022
Q3 		$313K Buy
8,055
+170
+2% +$7.31K ﹤0.01% 1381
2022
Q2 		$323K Buy
7,885
+228
+3% +$10.3K ﹤0.01% 1391
2022
Q1 		$375K Sell
7,657
-3,199
-29% -$160K ﹤0.01% 1387
2021
Q4 		$562K Buy
10,856
+1,544
+17% +$77.9K ﹤0.01% 1151
2021
Q3 		$442K Buy
+9,312
New +$451K ﹤0.01% 1230

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors's RDVY Position: Q1 2026 in Review

Mercer Global Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 65% in Q1 2026, buying an estimated $1.68M and bringing the position to 59,766 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #847.

Mercer Global Advisors first reported a position in RDVY in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.6M in Q1 2023. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Mercer Global Advisors held 59,766 shares of First Trust Rising Dividend Achievers ETF worth $4.08M as of Q1 2026.
  • Mercer Global Advisors bought 23,610 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.68M.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #847 holding.
  • Mercer Global Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 19 quarters since.
  • Mercer Global Advisors's First Trust Rising Dividend Achievers ETF position peaked at $25.6M in Q1 2023.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.