Merit Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Merit Financial Group’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	$2.26M	Buy	52,464 +880	+2%	+$36.7K	0.01%	698
2026 Q1	$2.03M	Sell	51,584 -6,356	-11%	-$258K	0.02%	679
2025 Q4	$2.22M	Sell	57,940 -38,673	-40%	-$1.47M	0.02%	607
2025 Q3	$3.67M	Buy	96,613 +171	+0.2%	+$6.34K	0.03%	383
2025 Q2	$3.4M	Buy	96,442 +12,193	+14%	+$409K	0.04%	366
2025 Q1	$2.82M	Buy	84,249 +15,164	+22%	+$541K	0.04%	340
2024 Q4	$2.48M	Buy	+69,085	New	+$2.59M	0.04%	316

Other funds holding SDVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Merit Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.7% in Q2 2026, buying an estimated $36.7K and bringing the position to 52,464 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #698.

Merit Financial Group first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.67M in Q3 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Merit Financial Group held 52,464 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.26M as of Q2 2026.
Merit Financial Group bought 880 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $36.7K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #698 holding.
Merit Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.67M in Q3 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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