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

Brookwood 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 Q2	$1.03M	Buy	12,734 +2,156	+20%	+$162K	0.12%	183
2026 Q1	$722K	Buy	10,578 +3,831	+57%	+$273K	0.09%	212
2025 Q4	$469K	Buy	6,747 +3,021	+81%	+$205K	0.06%	302
2025 Q3	$251K	Sell	3,726 -1,737	-32%	-$113K	0.03%	405
2025 Q2	$343K	Sell	5,463 -397	-7%	-$23.3K	0.06%	308
2025 Q1	$343K	Buy	+5,860	New	+$356K	0.06%	292

Other funds holding RDVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Brookwood Investment Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 20% in Q2 2026, buying an estimated $162K and bringing the position to 12,734 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #183.

Brookwood Investment Group first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Brookwood Investment Group held 12,734 shares of First Trust Rising Dividend Achievers ETF worth $1.03M as of Q2 2026.
Brookwood Investment Group bought 2,156 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $162K.
First Trust Rising Dividend Achievers ETF made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #183 holding.
Brookwood Investment Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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