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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
WH
251
Willner & Heller
California
$5.48M -$11.9K -158 -0.2%
BBA
252
Braun-Bostich & Associates
Pennsylvania
$5.44M +$50.7K +674 +1%
CWA
253
Crux Wealth Advisors
California
$5.44M +$43.8K +583 +0.9%
TWP
254
Triad Wealth Partners
Kansas
$5.42M +$1.69M +22,475 +51%
MWM
255
Mattern Wealth Management
Kansas
$5.38M +$752K +10,000 +18%
WWA
256
WCG Wealth Advisors
Nevada
$5.23M +$684K +9,092 +16%
MWA
257
Merkkuri Wealth Advisors
New York
$5.22M +$316K +4,207 +7%
Bank of New York Mellon
258
Bank of New York Mellon
New York
$5.1M -$109K -1,448 -2%
Creative Planning
259
Creative Planning
Kansas
$5.09M +$172K +2,281 +4%
EA
260
Ergawealth Advisors
Illinois
$5.06M -$128K -1,707 -3%
GFG
261
Goldstone Financial Group
Illinois
$5.05M -$157K -2,091 -3%
HAG
262
HighPoint Advisor Group
Illinois
$5.05M -$113K -1,507 -2%
BA
263
Ballew Advisors
Mississippi
$5.03M +$674K +8,966 +17%
NW
264
NewEdge Wealth
Pennsylvania
$5.02M -$145K -1,928 -3%
MFA
265
Mayflower Financial Advisors
Massachusetts
$5M +$626K +8,319 +16%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$4.98M +$336K +4,464 +8%
BCI
267
Brinker Capital Investments
Pennsylvania
$4.98M -$1.22M -16,158 -21%
SCA
268
Snowden Capital Advisors
New York
$4.89M -$1.34M -17,856 -23%
CWA
269
Crusonia Wealth Advisors
Colorado
$4.85M +$17.9K +238 +0.4%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$4.64M -$194K -2,584 -4%
DFA
271
DHJJ Financial Advisors
Illinois
$4.63M -$3.31K -44 -0.1%
MSFS
272
Main Street Financial Solutions
Pennsylvania
$4.61M -$25.3K -336 -0.6%
TSMHT
273
Thurston Springer Miller Herd & Titak
Indiana
$4.6M +$263K +3,493 +7%
EIA
274
Eldridge Investment Advisors
New Hampshire
$4.59M -$132K -1,756 -3%
AF
275
Allworth Financial
California
$4.54M +$85.1K +1,132 +2%

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.