Brookstone Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Brookstone Capital 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
2026 Q2	$16.6M	Buy	205,160 +19,511	+11%	+$1.47M	0.17%	147
2026 Q1	$12.7M	Buy	185,649 +15,808	+9%	+$1.13M	0.14%	178
2025 Q4	$11.8M	Buy	169,841 +34,473	+25%	+$2.34M	0.14%	186
2025 Q3	$9.1M	Buy	135,368 +44,545	+49%	+$2.89M	0.11%	216
2025 Q2	$5.7M	Buy	90,823 +44,335	+95%	+$2.61M	0.07%	263
2025 Q1	$2.72M	Buy	46,488 +17,363	+60%	+$1.06M	0.04%	356
2024 Q4	$1.72M	Buy	29,125 +10,888	+60%	+$664K	0.03%	406
2024 Q3	$1.08M	Buy	18,237 +14,546	+394%	+$827K	0.02%	509
2024 Q2	$213K	Buy	+3,691	New	+$202K	﹤0.01%	895

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Brookstone Capital Management's RDVY Position: Q2 2026 in Review

Brookstone Capital Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q2 2026, buying an estimated $1.47M and bringing the position to 205,160 shares worth $16.6M. The position accounts for 0.17% of the portfolio, ranked #147.

Brookstone Capital Management first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 202 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Brookstone Capital Management held 205,160 shares of First Trust Rising Dividend Achievers ETF worth $16.6M as of Q2 2026.
Brookstone Capital Management bought 19,511 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.47M.
First Trust Rising Dividend Achievers ETF made up 0.17% of Brookstone Capital Management's portfolio in Q2 2026, its #147 holding.
Brookstone Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
202 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.