Creekmur Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Creekmur Asset Management’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
2025 Q3	$610K	Sell	9,076 -180	-2%	-$11.7K	0.1%	113
2025 Q2	$581K	Sell	9,256 -1,152	-11%	-$67.7K	0.1%	121
2025 Q1	$609K	Buy	10,408 +74	+0.7%	+$4.5K	0.13%	95
2024 Q4	$611K	Sell	10,334 -510	-5%	-$31.1K	0.14%	62
2024 Q3	$642K	Sell	10,844 -217	-2%	-$12.3K	0.15%	61
2024 Q2	$606K	Sell	11,061 -246	-2%	-$13.4K	0.16%	63
2024 Q1	$635K	Sell	11,307 -2,065	-15%	-$108K	0.22%	54
2023 Q4	$691K	Buy	+13,372	New	+$632K	0.21%	59

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Creekmur Asset Management's RDVY Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.9% in Q3 2025, selling an estimated $11.7K and leaving 9,076 shares worth $610K. The position accounts for 0.1% of the portfolio, ranked #113.

Creekmur Asset Management first reported a position in RDVY in Q4 2023 and has held it in 8 quarters since. The position peaked at $691K in Q4 2023. 671 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

Creekmur Asset Management held 9,076 shares of First Trust Rising Dividend Achievers ETF worth $610K as of Q3 2025.
Creekmur Asset Management sold 180 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $11.7K.
First Trust Rising Dividend Achievers ETF made up 0.1% of Creekmur Asset Management's portfolio in Q3 2025, its #113 holding.
Creekmur Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $691K in Q4 2023.
671 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.