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 Q2	$2.57M	Buy	31,646 +2,149	+7%	+$162K	0.17%	139
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Clear Creek Financial Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.3% in Q2 2026, buying an estimated $162K and bringing the position to 31,646 shares worth $2.57M. The position accounts for 0.17% of the portfolio, ranked #139.

Clear Creek Financial Management first reported a position in RDVY in Q3 2019 and has held it in 22 quarters since. 820 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Clear Creek Financial Management held 31,646 shares of First Trust Rising Dividend Achievers ETF worth $2.57M as of Q2 2026.
Clear Creek Financial Management bought 2,149 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $162K.
First Trust Rising Dividend Achievers ETF made up 0.17% of Clear Creek Financial Management's portfolio in Q2 2026, its #139 holding.
Clear Creek Financial Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2019 and has held it in 22 quarters since.
820 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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