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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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. 760 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.
  • 760 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.