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First Trust Rising Dividend Achievers ETF

810 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, 395 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

75% more repeat investments, than reductions

Existing positions increased: 395 | 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: 763810 (+47)

0.02% less ownership

Funds ownership: 74.28%74.26% (-0.02%)

Holders
810
Holders Change
+47
Holders Change %
+6.16%
% of All Funds
9.79%
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
395
Reduced
226
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
BankPlus Wealth Management
Mississippi
$4.52M +$525K +6,974 +14%
PAS
277
Park Avenue Securities
New York
$4.52M -$135K -1,796 -3%
LFG
278
Larson Financial Group
Missouri
$4.45M +$358K +4,766 +10%
CFD
279
Creative Financial Designs
Indiana
$4.44M +$444K +5,901 +12%
TGAM
280
TBH Global Asset Management
Tennessee
$4.43M +$735K +9,767 +22%
CAAS
281
Capital Asset Advisory Services
Michigan
$4.33M -$14.6K -194 -0.4%
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$4.31M -$7.6K -101 -0.2%
Betterment LLC
283
Betterment LLC
New York
$4.31M +$134K +1,778 +3%
IA
284
Integrity Alliance
Iowa
$4.3M +$850K +11,297 +27%
WWA
285
Wisconsin Wealth Advisors
Wisconsin
$4.28M +$8.5K +113 +0.2%
HHCP
286
Hilton Head Capital Partners
South Carolina
$4.25M +$1.11M +14,728 +39%
GAA
287
Global Assets Advisory
Florida
$4.23M +$3.95M +52,469 New
SEA
288
Stegent Equity Advisors
Texas
$4.23M -$68.9K -916 -2%
SEP
289
Southland Equity Partners
Missouri
$4.23M +$60.7K +807 +2%
IP
290
Ignite Planners
California
$4.22M +$407K +5,413 +12%
Focus Partners Wealth
291
Focus Partners Wealth
Massachusetts
$4.18M +$69.3K +921 +2%
TA
292
TrueWealth Advisors
Alabama
$4.11M +$267K +3,552 +8%
AAS
293
Asset Allocation Strategies
Michigan
$3.98M +$5.04K +67 +0.1%
FA
294
Flagstar Advisors
New York
$3.92M +$185K +2,457 +5%
PWM
295
Purus Wealth Management
California
$3.88M -$164K -2,177 -4%
PWA
296
PCG Wealth Advisors
Kansas
$3.83M +$176K +2,346 +5%
IG
297
IFS Group
Pennsylvania
$3.83M +$396K +5,259 +13%
ATPW
298
Ashton Thomas Private Wealth
Arizona
$3.78M +$286K +3,798 +9%
SWM
299
Shelton Wealth Management
Texas
$3.75M -$150K -1,992 -4%
PIAS
300
PCA Investment Advisory Services
Ohio
$3.74M +$3.16K +42 +0.1%

RDVY Hedge Fund Activity: Q2 2026 in Review

810 of the 8,274 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 395 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.

  • 810 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.