Creative Financial Designs’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Creative Financial Designs’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	$4.44M	Buy	54,770 +5,901	+12%	+$444K	0.21%	102
2026 Q1	$3.34M	Buy	48,869 +737	+2%	+$52.5K	0.2%	107
2025 Q4	$3.34M	Sell	48,132 -5,648	-11%	-$384K	0.21%	106
2025 Q3	$3.62M	Buy	53,780 +621	+1%	+$40.3K	0.24%	90
2025 Q2	$3.34M	Buy	53,159 +3,351	+7%	+$197K	0.24%	94
2025 Q1	$2.92M	Buy	49,808 +25,386	+104%	+$1.54M	0.23%	90
2024 Q4	$1.44M	Buy	24,422 +7,454	+44%	+$455K	0.12%	148
2024 Q3	$1M	Buy	16,968 +10,280	+154%	+$585K	0.08%	193
2024 Q2	$366K	Sell	6,688 -9,667	-59%	-$529K	0.03%	319
2024 Q1	$919K	Sell	16,355 -16,313	-50%	-$856K	0.09%	174
2023 Q4	$1.69M	Sell	32,668 -4,936	-13%	-$233K	0.17%	113
2023 Q3	$1.73M	Sell	37,604 -1,480	-4%	-$70.8K	0.2%	97
2023 Q2	$1.84M	Sell	39,084 -16	-0%	-$724	0.22%	98
2023 Q1	$1.75M	Sell	39,100 -8,608	-18%	-$395K	0.23%	92
2022 Q4	$2.1M	Sell	47,708 -5,797	-11%	-$253K	0.31%	72
2022 Q3	$2.08M	Buy	53,505 +1,327	+3%	+$57.1K	0.34%	64
2022 Q2	$2.13M	Buy	52,178 +15,271	+41%	+$692K	0.35%	66
2022 Q1	$1.81M	Buy	36,907 +16,461	+81%	+$822K	0.28%	80
2021 Q4	$1.06M	Buy	20,446 +18,855	+1,185%	+$951K	0.16%	124
2021 Q3	$76K	Buy	1,591 +986	+163%	+$47.8K	0.01%	508
2021 Q2	$29K	Buy	+605	New	+$29K	0.01%	766

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 22.96% 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

Creative Financial Designs's RDVY Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 12% in Q2 2026, buying an estimated $444K and bringing the position to 54,770 shares worth $4.44M. The position accounts for 0.21% of the portfolio, ranked #102.

Creative Financial Designs first reported a position in RDVY in Q2 2021 and has held it in 21 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Creative Financial Designs held 54,770 shares of First Trust Rising Dividend Achievers ETF worth $4.44M as of Q2 2026.
Creative Financial Designs bought 5,901 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $444K.
First Trust Rising Dividend Achievers ETF made up 0.21% of Creative Financial Designs's portfolio in Q2 2026, its #102 holding.
Creative Financial Designs first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.