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

Clear Point Advisors's RDVY Position: Q1 2026 in Review

Clear Point Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 18% in Q1 2026, buying an estimated $49.7K and bringing the position to 4,530 shares worth $309K. The position accounts for 0.24% of the portfolio, ranked #65.

Clear Point Advisors first reported a position in RDVY in Q4 2023 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

• Clear Point Advisors held 4,530 shares of First Trust Rising Dividend Achievers ETF worth $309K as of Q1 2026.
• Clear Point Advisors bought 698 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $49.7K.
• First Trust Rising Dividend Achievers ETF made up 0.24% of Clear Point Advisors's portfolio in Q1 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 7 quarters since.
• 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.