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Brooklyn Investment Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Brooklyn Investment Group’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 		$264K Buy
+3,869
New +$275K 0.01% 1506
2025
Q3 		– Sell
-158
Closed -$9.91K – 2213
2025
Q2 		$9.91K Sell
158
-98
-38% -$5.76K ﹤0.01% 2175
2025
Q1 		$15K Buy
+256
New +$15.6K ﹤0.01% 1322

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brooklyn Investment Group's RDVY Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026: 3,869 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #1506 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in RDVY as recently as Q2 2025.

Brooklyn Investment Group first reported a position in RDVY in Q1 2025 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Brooklyn Investment Group held 3,869 shares of First Trust Rising Dividend Achievers ETF worth $264K as of Q1 2026.
  • First Trust Rising Dividend Achievers ETF was a new Brooklyn Investment Group position in Q1 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1506 holding.
  • Brooklyn Investment Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 3 quarters since.
  • 766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.