Clear Point Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Clear Point Advisors's RDVY Position: Q2 2026 in Review

Clear Point Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.6% in Q2 2026, buying an estimated $15.6K and bringing the position to 4,738 shares worth $384K. The position accounts for 0.34% of the portfolio, ranked #65.

Clear Point Advisors first reported a position in RDVY in Q4 2023 and has held it in 8 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

• Clear Point Advisors held 4,738 shares of First Trust Rising Dividend Achievers ETF worth $384K as of Q2 2026.
• Clear Point Advisors bought 208 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.6K.
• First Trust Rising Dividend Achievers ETF made up 0.34% of Clear Point Advisors's portfolio in Q2 2026, its #65 holding.
• Clear Point Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 8 quarters since.
• 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.