Clear Creek Financial Management’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Clear Creek Financial Management’s Portfolio RDVI Stock Details RDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Buy	34,313 +1,349	+4%	+$37.3K	0.06%	276
2026 Q1	$842K	Buy	32,964 +11,039	+50%	+$295K	0.06%	281
2025 Q4	$575K	Buy	21,925 +9,275	+73%	+$240K	0.05%	347
2025 Q3	$327K	Buy	12,650 +2,120	+20%	+$53.5K	0.03%	461
2025 Q2	$260K	Buy	10,530 +1,910	+22%	+$44.9K	0.02%	470
2025 Q1	$204K	Buy	+8,620	New	+$213K	0.02%	489

Other funds holding RDVI

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Clear Creek Financial Management's RDVI Position: Q2 2026 in Review

Clear Creek Financial Management increased its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 4.1% in Q2 2026, buying an estimated $37.3K and bringing the position to 34,313 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #276.

Clear Creek Financial Management first reported a position in RDVI in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Clear Creek Financial Management held 34,313 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $1.01M as of Q2 2026.
Clear Creek Financial Management bought 1,349 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $37.3K.
FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Clear Creek Financial Management's portfolio in Q2 2026, its #276 holding.
Clear Creek Financial Management first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.