Clark Capital Management Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Clark Capital Management 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 Q1	$292K	Sell	4,278 -1,896	-31%	-$135K	﹤0.01%	441
2025 Q4	$429K	Sell	6,174 -890	-13%	-$60.5K	﹤0.01%	377
2025 Q3	$475K	Hold	7,064	–	–	﹤0.01%	350
2025 Q2	$443K	Sell	7,064 -2,760	-28%	-$162K	﹤0.01%	339
2025 Q1	$575K	Buy	9,824 +2,978	+43%	+$181K	﹤0.01%	334
2024 Q4	$405K	Buy	6,846 +446	+7%	+$27.2K	﹤0.01%	347
2024 Q3	$379K	Buy	6,400 +940	+17%	+$53.5K	﹤0.01%	349
2024 Q2	$299K	Hold	5,460	–	–	﹤0.01%	351
2024 Q1	$307K	Sell	5,460 -887	-14%	-$46.5K	﹤0.01%	353
2023 Q4	$328K	Buy	+6,347	New	+$300K	﹤0.01%	344

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clark Capital Management Group's RDVY Position: Q1 2026 in Review

Clark Capital Management Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 31% in Q1 2026, selling an estimated $135K and leaving 4,278 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Clark Capital Management Group first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $575K in Q1 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Clark Capital Management Group held 4,278 shares of First Trust Rising Dividend Achievers ETF worth $292K as of Q1 2026.
Clark Capital Management Group sold 1,896 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $135K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #441 holding.
Clark Capital Management Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
Clark Capital Management Group's First Trust Rising Dividend Achievers ETF position peaked at $575K in Q1 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.