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First Trust Rising Dividend Achievers ETF

809 hedge funds and large institutions have $18.1B invested in First Trust Rising Dividend Achievers ETF in 2026 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 394 increasing their positions, 226 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 31

74% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 226

23% more capital invested

Capital invested by funds: $14.7B → $18.1B (+$3.35B)

13% more funds holding in top 10

Funds holding in top 10: 8394 (+11)

6% more funds holding

Funds holding: 763809 (+46)

0.04% less ownership

Funds ownership: 74.28%74.25% (-0.04%)

Holders
809
Holders Change
+46
Holders Change %
+6.03%
% of All Funds
9.78%
Holding in Top 10
94
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.25%
% of All Funds
1.14%
New
94
Increased
394
Reduced
226
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GK
226
Graney & King
New York
$6.3M +$467K +6,212 +9%
PWP
227
Perfromance Wealth Partners
Illinois
$6.27M +$5.82M +77,411 New
EWA
228
EverSource Wealth Advisors
Alabama
$6.23M +$673K +8,946 +13%
MWM
229
Modern Wealth Management
Kansas
$6.15M +$2.82M +37,453 +97%
EFG
230
Ethos Financial Group
Pennsylvania
$6.11M +$387K +5,149 +7%
SFPG
231
Stonebridge Financial Planning Group
Florida
$6.07M +$372K +4,950 +7%
FPW
232
Fairvoy Private Wealth
Alabama
$6.07M +$2.96M +39,346 +111%
BWA
233
BlueChip Wealth Advisors
Georgia
$6.05M -$29.5K -392 -0.5%
WA
234
Waverly Advisors
Alabama
$6.03M +$5.33M +70,809 +1,968%
QCM
235
Quantinno Capital Management
New York
$5.97M +$894K +11,883 +19%
NAC
236
NI Acquisitions Company
Pennsylvania
$5.95M +$5.84M +77,617 New
FPWM
237
Five Pine Wealth Management
Idaho
$5.91M +$57.2K +761 +1%
LWA
238
Lineweaver Wealth Advisors
Ohio
$5.91M -$74.6K -992 -1%
FFS
239
Founders Financial Securities
Maryland
$5.88M +$226K +3,007 +4%
WIP
240
WealthCare Investment Partners
Rhode Island
$5.83M +$19.8K +263 +0.4%
AFG
241
ABLE Financial Group
Arizona
$5.82M -$629K -8,366 -10%
MIM
242
Marshall Investment Management
Colorado
$5.78M -$136K -1,808 -2%
LI
243
LVZ Inc
Michigan
$5.75M -$153K -2,035 -3%
PWM
244
Perigon Wealth Management
California
$5.74M -$90.2K -1,199 -2%
VR
245
Vision Retirement
New Jersey
$5.64M +$748K +9,942 +17%
AWM
246
Avior Wealth Management
Nebraska
$5.62M -$2.29M -30,407 -30%
EAN
247
Excelsior Advisor Network
Colorado
$5.62M +$5.21M +69,301 New
GC
248
Guilbault Capital
Louisiana
$5.61M -$117K -1,560 -2%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$5.54M +$166K +2,211 +3%
NFG
250
Nations Financial Group
Iowa
$5.49M +$138K +1,839 +3%

RDVY Hedge Fund Activity: Q2 2026 in Review

809 of the 8,272 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2026, worth a combined $18.1B — up 23% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new RDVY positions and 31 closed out — a net gain of 63 holders — while 394 added to existing stakes and 226 trimmed.

The largest buyer was LPL Financial, adding an estimated $196M. The largest seller was Two Sigma Investments, cutting an estimated $63.3M.

  • 809 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2026, up from 763 in Q1 2026.
  • Funds reported $18.1B of First Trust Rising Dividend Achievers ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 94 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2026 and 31 closed out, a net change of +63 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2026 was LPL Financial, an estimated $196M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q2 2026 was Two Sigma Investments, an estimated $63.3M sold.

Based on aggregated 13F filings for Q2 2026.