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CLA (CliftonLarsonAllen) Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$867K Hold
10,690
– – 0.01% 204
2026
Q1 		$730K Hold
10,690
– – 0.01% 188
2025
Q4 		$743K Buy
+10,690
New +$727K 0.01% 174

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's RDVY Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 10,690 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #204.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,690 shares of First Trust Rising Dividend Achievers ETF worth $867K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.