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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
KFGK
301
Keystone Financial Group (Kentucky)
Kentucky
$3.71M +$329K +4,378 +11%
SEIA
302
Signature Estate & Investment Advisors
California
$3.71M -$322K -4,281 -9%
TCM
303
TD Capital Management
Tennessee
$3.68M +$511K +6,793 +18%
AMG
304
APS Management Group
California
$3.64M -$46.1K -613 -1%
CA
305
Continuum Advisory
Idaho
$3.6M +$1.58M +20,948 +89%
CIAS
306
Capital Investment Advisory Services
North Carolina
$3.54M +$954K +12,681 +41%
KFAS
307
Keating Financial Advisory Services
Kansas
$3.53M +$324K +4,313 +11%
CSP
308
Cary Street Partners
Virginia
$3.53M +$318K +4,225 +11%
SWM
309
SFG Wealth Management
Maryland
$3.5M -$125K -1,668 -4%
AF
310
Apollon Financial
South Carolina
$3.43M -$3.91K -52 -0.1%
TIA
311
TCFG Investment Advisors
California
$3.35M -$1.5K -20 -0%
BCA
312
Bay Colony Advisors
Massachusetts
$3.35M -$71K -944 -2%
PTC
313
Private Trust Company
Ohio
$3.31M -$73K -970 -2%
CF
314
Centaurus Financial
California
$3.22M +$1.24M +16,551 +72%
CWGL
315
Cedrus Wealth Group LLC
Minnesota
$3.21M -$641K -8,523 -18%
SF
316
Sun Financial
Utah
$3.19M -$30.2K -401 -1%
AW
317
Atlas Wealth
Ohio
$3.16M -$75 -1 -0%
PPWM
318
Perissos Private Wealth Management
Oklahoma
$3.16M +$450K +5,980 +18%
WWMP
319
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$3.16M +$121K +1,613 +4%
BWM
320
Benson Wealth Management
Tennessee
$3.15M -$152K -2,026 -5%
LWMI
321
Legacy Wealth Management (Idaho)
Idaho
$3.14M +$383K +5,089 +15%
RCAG
322
Rehmann Capital Advisory Group
Michigan
$3.09M +$797K +10,599 +43%
NS
323
NBC Securities
Alabama
$3.07M -$62.2K -827 -2%
SAM
324
Synergy Asset Management
Washington
$3.06M +$2.84M +37,752 New
DIP
325
Davis Investment Partners
North Carolina
$3.06M -$14.8K -197 -0.5%

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.