Brookwood Investment Group’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Brookwood Investment Group’s Portfolio RDVI Stock Details RDVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,772	Closed	-$250K	–	594
2026 Q1	$250K	Buy	9,772 +22	+0.2%	+$588	0.03%	436
2025 Q4	$256K	Buy	9,750 +272	+3%	+$7.04K	0.03%	423
2025 Q3	$245K	Buy	9,478 +665	+8%	+$16.8K	0.03%	410
2025 Q2	$218K	Buy	8,813 +35	+0.4%	+$823	0.04%	395
2025 Q1	$208K	Buy	+8,778	New	+$217K	0.04%	390

Other funds holding RDVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Brookwood Investment Group's RDVI Position: Q2 2026 in Review

Brookwood Investment Group sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2026, closing a stake of 9,772 shares — an estimated $250K sold.

Brookwood Investment Group first reported a position in RDVI in Q1 2025 and held it in 5 quarters. The position peaked at $256K in Q4 2025. 313 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

Brookwood Investment Group reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
Brookwood Investment Group sold 9,772 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $250K.
Brookwood Investment Group first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q1 2025 and held it in 5 quarters.
Brookwood Investment Group's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $256K in Q4 2025.
313 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.