Merit Financial Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Merit Financial Group’s Portfolio RDVI Stock Details RDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21M	Sell	713,832 -15,257	-2%	-$421K	0.13%	139
2026 Q1	$18.6M	Buy	729,089 +55,961	+8%	+$1.5M	0.14%	128
2025 Q4	$17.7M	Buy	673,128 +27,125	+4%	+$702K	0.14%	121
2025 Q3	$16.7M	Buy	+646,003	New	+$16.3M	0.15%	115

Other funds holding RDVI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Merit Financial Group's RDVI Position: Q2 2026 in Review

Merit Financial Group reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 2.1% in Q2 2026, selling an estimated $421K and leaving 713,832 shares worth $21M. The position accounts for 0.13% of the portfolio, ranked #139.

Merit Financial Group first reported a position in RDVI in Q3 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Merit Financial Group held 713,832 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $21M as of Q2 2026.
Merit Financial Group sold 15,257 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $421K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.13% of Merit Financial Group's portfolio in Q2 2026, its #139 holding.
Merit Financial Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 4 quarters since.
315 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.