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

Creative Planning’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 Q1	$4.13M	Buy	60,503 +3,474	+6%	+$247K	﹤0.01%	1340
2025 Q4	$3.96M	Buy	57,029 +12,909	+29%	+$877K	﹤0.01%	1171
2025 Q3	$2.97M	Buy	44,120 +30,737	+230%	+$1.99M	﹤0.01%	1232
2025 Q2	$840K	Sell	13,383 -5,938	-31%	-$349K	﹤0.01%	2004
2025 Q1	$1.13M	Buy	19,321 +12,737	+193%	+$774K	﹤0.01%	1630
2024 Q4	$389K	Buy	6,584 +2,871	+77%	+$175K	﹤0.01%	2460
2024 Q3	$220K	Sell	3,713 -1,033	-22%	-$58.7K	﹤0.01%	2757
2024 Q2	$260K	Buy	+4,746	New	+$259K	﹤0.01%	2484
2024 Q1	–	Sell	-5,463	Closed	-$282K	–	2992
2023 Q4	$282K	Buy	+5,463	New	+$258K	﹤0.01%	2134
2023 Q2	–	Sell	-4,652	Closed	-$209K	–	2793
2023 Q1	$209K	Sell	4,652 -1,119	-19%	-$51.4K	﹤0.01%	2104
2022 Q4	$253K	Buy	+5,771	New	+$252K	﹤0.01%	1845
2022 Q2	–	Sell	-4,344	Closed	-$213K	–	2490
2022 Q1	$213K	Buy	+4,344	New	+$217K	﹤0.01%	1861
2017 Q3	–	Sell	-1,430	Closed	-$39K	–	3308
2017 Q2	$39K	Buy	+1,430	New	+$38.3K	﹤0.01%	2711

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's RDVY Position: Q1 2026 in Review

Creative Planning increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.1% in Q1 2026, buying an estimated $247K and bringing the position to 60,503 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Creative Planning first reported a position in RDVY in Q2 2017 and has held it in 13 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Creative Planning held 60,503 shares of First Trust Rising Dividend Achievers ETF worth $4.13M as of Q1 2026.
Creative Planning bought 3,474 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $247K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1340 holding.
Creative Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 13 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.