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FVDFVD
19 quarters

Position history for MFMerit Financial Group, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Merit Financial Group, LLC holds 245,016 shares of FVD (FIRST TR EXCHANGE-TRADED FD), worth $11.8M as of 2026-Q2. The position was decreased (-9.7% shares). FVD represents 0.1% of Merit Financial Group, LLC's portfolio.

Current Value

$11.8M

Current Shares

245,016

Total Value Change

+$8.9M

Total Shares Change

+161,414

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
245,016
-9.7%
$11.8M0.1%$48.18
0
2026-Q1
Increased
271,316
+3.4%
$12.8M0.1%$49.65
29
2025-Q4
Increased
262,484
+923.1%
$12.1M0.1%$46.42
45
2025-Q3
Increased
25,656
+203.6%
$1.2M0.0%$45.62
41
2025-Q2
Increased
8,450
+2.2%
$377,7200.0%$43.88
24
2025-Q1
Decreased
8,269
-10.0%
$368,7180.0%$43.40
0
2024-Q4
Decreased
9,188
-16.5%
$400,9490.0%$42.45
0
2024-Q3
Increased
10,999
+5.3%
$500,3530.0%$44.10
25
2024-Q2
Decreased
10,448
-22.1%
$425,7420.0%$39.34
0
2024-Q1
Decreased
13,416
-32.1%
$552,0690.0%$40.49
0
2023-Q4
Decreased
19,756
-64.3%
$801,3030.0%$38.71
0
2023-Q3
Decreased
55,370
-27.9%
$2.1M0.1%$35.43
0
2023-Q2
Increased
76,766
+89.3%
$3.1M0.1%$37.45
41
2023-Q1
Decreased
40,563
-2.7%
$1.6M0.1%$37.20
0
2022-Q4
Decreased
41,698
-4.6%
$1.7M0.1%$37.18
0
2022-Q3
Increased
43,723
+614.5%
$1.6M0.1%$33.54
41
2022-Q2
New
6,119
-
$237,0000.0%$35.73
32
2019-Q4
Exited
0
-100.0%
$00.0%$31.27
0
2019-Q3
New
83,602
-
$2.9M0.3%$30.07
44

Other major holders of FVD: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC

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