Clear Creek Financial Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Clear Creek Financial Management’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	$2.01M	Buy	29,497 +13,633	+86%	+$970K	0.15%	146
2025 Q4	$1.1M	Buy	15,864 +2,771	+21%	+$188K	0.09%	219
2025 Q3	$881K	Buy	13,093 +1,039	+9%	+$67.4K	0.08%	256
2025 Q2	$756K	Sell	12,054 -1,526	-11%	-$89.7K	0.07%	276
2025 Q1	$795K	Sell	13,580 -39	-0.3%	-$2.37K	0.08%	229
2024 Q4	$805K	Buy	13,619 +4,156	+44%	+$254K	0.09%	224
2024 Q3	$560K	Sell	9,463 -3,894	-29%	-$221K	0.06%	245
2024 Q2	$731K	Buy	13,357 +7	+0.1%	+$383	0.09%	199
2024 Q1	$750K	Buy	13,350 +934	+8%	+$49K	0.1%	183
2023 Q4	$642K	Sell	12,416 -4,346	-26%	-$205K	0.1%	167
2023 Q3	$770K	Sell	16,762 -3,396	-17%	-$162K	0.14%	122
2023 Q2	$949K	Sell	20,158 -1,115	-5%	-$50.4K	0.16%	106
2023 Q1	$955K	Sell	21,273 -12,250	-37%	-$563K	0.18%	107
2022 Q4	$1.47M	Buy	33,523 +16,908	+102%	+$739K	0.32%	75
2022 Q3	$646K	Buy	16,615 +4,572	+38%	+$197K	0.14%	123
2022 Q2	$493K	Buy	12,043 +2,600	+28%	+$118K	0.1%	155
2022 Q1	$463K	Sell	9,443 -2,125	-18%	-$106K	0.07%	198
2021 Q4	$599K	Buy	11,568 +6,954	+151%	+$351K	0.09%	167
2021 Q3	$219K	Buy	+4,614	New	+$224K	0.04%	285
2020 Q2	–	Sell	-28,158	Closed	-$786K	–	268
2020 Q1	$786K	Buy	+28,158	New	+$914K	0.3%	53
2019 Q4	–	Sell	-17,060	Closed	-$588K	–	148
2019 Q3	$588K	Buy	+17,060	New	+$533K	0.28%	50

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

Clear Creek Financial Management's RDVY Position: Q1 2026 in Review

Clear Creek Financial Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 86% in Q1 2026, buying an estimated $970K and bringing the position to 29,497 shares worth $2.01M. The position accounts for 0.15% of the portfolio, ranked #146.

Clear Creek Financial Management first reported a position in RDVY in Q3 2019 and has held it in 21 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Clear Creek Financial Management held 29,497 shares of First Trust Rising Dividend Achievers ETF worth $2.01M as of Q1 2026.
Clear Creek Financial Management bought 13,633 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $970K.
First Trust Rising Dividend Achievers ETF made up 0.15% of Clear Creek Financial Management's portfolio in Q1 2026, its #146 holding.
Clear Creek Financial Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2019 and has held it in 21 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.