Clear Creek Financial Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	31,058 -3,896	-11%	-$163K	0.09%	237
2026 Q1	$1.38M	Buy	34,954 +94	+0.3%	+$3.82K	0.11%	204
2025 Q4	$1.34M	Buy	34,860 +6,676	+24%	+$253K	0.11%	188
2025 Q3	$1.07M	Sell	28,184 -40	-0.1%	-$1.48K	0.09%	221
2025 Q2	$996K	Buy	28,224 +391	+1%	+$13.1K	0.09%	219
2025 Q1	$932K	Buy	27,833 +16,414	+144%	+$586K	0.1%	200
2024 Q4	$409K	Buy	11,419 +574	+5%	+$21.5K	0.04%	326
2024 Q3	$395K	Buy	+10,845	New	+$379K	0.04%	301

Other funds holding SDVY

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Clear Creek Financial Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q2 2026, selling an estimated $163K and leaving 31,058 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #237.

Clear Creek Financial Management first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Clear Creek Financial Management held 31,058 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.34M as of Q2 2026.
Clear Creek Financial Management sold 3,896 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $163K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Clear Creek Financial Management's portfolio in Q2 2026, its #237 holding.
Clear Creek Financial Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Clear Creek Financial Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.38M in Q1 2026.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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