Merit Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Merit Financial Group’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	$15.2M	Sell	188,050 -24,402	-11%	-$1.84M	0.09%	193
2026 Q1	$14.5M	Buy	212,452 +2,204	+1%	+$157K	0.11%	172
2025 Q4	$14.6M	Buy	210,248 +159,124	+311%	+$10.8M	0.12%	147
2025 Q3	$3.44M	Buy	51,124 +3,951	+8%	+$256K	0.03%	405
2025 Q2	$2.96M	Buy	47,173 +1,515	+3%	+$89.1K	0.03%	408
2025 Q1	$2.67M	Buy	45,658 +4,960	+12%	+$301K	0.04%	351
2024 Q4	$2.41M	Buy	40,698 +2,132	+6%	+$130K	0.04%	320
2024 Q3	$2.28M	Buy	38,566 +943	+3%	+$53.6K	0.05%	256
2024 Q2	$2.06M	Sell	37,623 -1,016	-3%	-$55.5K	0.05%	262
2024 Q1	$2.09M	Buy	38,639 +21,651	+127%	+$1.14M	0.05%	258
2023 Q4	$878K	Buy	16,988 +16	+0.1%	+$756	0.03%	346
2023 Q3	$780K	Sell	16,972 -404	-2%	-$19.3K	0.03%	369
2023 Q2	$818K	Sell	17,376 -5,459	-24%	-$247K	0.03%	373
2023 Q1	$1.02M	Buy	22,835 +1,106	+5%	+$50.8K	0.04%	289
2022 Q4	$954K	Sell	21,729 -4,091	-16%	-$179K	0.03%	307
2022 Q3	$1M	Sell	25,820 -50,001	-66%	-$2.15M	0.04%	246
2022 Q2	$3.1M	Buy	75,821 +9,159	+14%	+$415K	0.1%	135
2022 Q1	$3.27M	Buy	66,662 +13,769	+26%	+$688K	0.2%	79
2021 Q4	$2.74M	Buy	+52,893	New	+$2.67M	0.27%	47

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

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

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Merit Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q2 2026, selling an estimated $1.84M and leaving 188,050 shares worth $15.2M. The position accounts for 0.09% of the portfolio, ranked #193.

Merit Financial Group first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 137 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Merit Financial Group held 188,050 shares of First Trust Rising Dividend Achievers ETF worth $15.2M as of Q2 2026.
Merit Financial Group sold 24,402 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.84M.
First Trust Rising Dividend Achievers ETF made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #193 holding.
Merit Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
137 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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