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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
PTP
326
Platform Technology Partners
New York
$3.04M +$435K +5,782 +18%
TPWA
327
Twin Peaks Wealth Advisors
California
$3.02M +$50.7K +674 +2%
UCFA
328
United Capital Financial Advisors
Texas
$3.01M +$14.8K +197 +0.5%
BFA
329
Beaumont Financial Advisors
Massachusetts
$2.99M -$66.7K -887 -2%
VAG
330
VisionPoint Advisory Group
Texas
$2.98M -$246K -3,269 -8%
PMG
331
ProVise Management Group
Florida
$2.98M +$225K +2,987 +9%
OC
332
Opinicus Capital
Florida
$2.97M +$1.35M +17,923 +96%
AA
333
Advisory Alpha
Michigan
$2.93M -$223K -2,968 -8%
WE
334
Wealth Effects
Massachusetts
$2.9M +$7.75K +103 +0.3%
BFA
335
Beacon Financial Advisory
Ohio
$2.88M +$330K +4,392 +14%
CIM
336
Catalyst Investment Management
New Hampshire
$2.84M +$369K +4,908 +16%
CAM
337
Concorde Asset Management
Michigan
$2.82M -$183K -2,439 -7%
EC
338
EdgeRock Capital
Colorado
$2.82M +$68.4K +910 +3%
C
339
Certuity
Florida
$2.79M +$65K +864 +3%
ASN
340
Advisory Services Network
Georgia
$2.76M +$519K +6,896 +25%
AQR Capital Management
341
AQR Capital Management
Connecticut
$2.75M +$418K +5,558 +20%
RWP
342
RWA Wealth Partners
Massachusetts
$2.68M -$3.46K -46 -0.1%
GCA
343
Genesee Capital Advisors
New York
$2.67M -$3.36M -44,619 -58%
BC
344
Barrett & Company
Rhode Island
$2.65M -$1.96K -26 -0.1%
MIM
345
MTM Investment Management
South Carolina
$2.62M +$10.2K +136 +0.4%
CCFM
346
Clear Creek Financial Management
Washington
$2.57M +$162K +2,149 +7%
DWM
347
Darwin Wealth Management
Florida
$2.56M +$54.8K +729 +2%
WCM
348
Winebrenner Capital Management
Kentucky
$2.55M +$150K +2,001 +7%
FM
349
Family Management
New York
$2.54M +$116K +1,543 +5%
FCMA
350
Foresight Capital Management Advisors
Michigan
$2.51M -$39.9K -531 -2%

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.