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First Trust Rising Dividend Achievers ETF
RDVY

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: 83 → 94 (+11)

6% more funds holding

Funds holding: 763 → 810 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$196M
2
Wells Fargo
Wells Fargo
California
+$104M
3
P
Paradiem
Louisiana
+$45.9M
4
PAG
Private Advisor Group
New Jersey
+$44.8M
5
William Blair & Company
William Blair & Company
Illinois
+$41.4M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$63.3M
2
Mariner
Mariner
Kansas
-$61.1M
3
IAA
Independent Advisor Alliance
North Carolina
-$35.7M
4
SWAG
Spectrum Wealth Advisory Group
California
-$23.9M
5
Morgan Stanley
Morgan Stanley
New York
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHIA
351
Copper Harbor Investment Advisors
Wisconsin
$2.5M +$2.32M +30,834 New
CWS
352
Cypress Wealth Services
California
$2.5M -$356K -4,740 -13%
DI
353
DAGCO Inc
Ohio
$2.49M +$156K +2,071 +7%
CAG
354
Centerpoint Advisory Group
Kansas
$2.48M -$29K -385 -1%
1CP
355
17 Capital Partners
Arizona
$2.47M +$131K +1,741 +6%
PFPG
356
Pinnacle Financial Partners (Georgia)
Georgia
$2.43M +$55.7K +740 +3%
AF
357
Advisornet Financial
Minnesota
$2.41M +$2.18K +29 +0.1%
HFP
358
Holistic Financial Partners
Indiana
$2.41M -$2.31M -30,700 -51%
HP
359
Holistic Planning
Texas
$2.4M +$284K +3,777 +15%
LA
360
Lynch & Associates
Indiana
$2.39M +$262K +3,485 +13%
SP
361
Sequent Planning
Nebraska
$2.38M -$441K -5,857 -17%
IF
362
Intrua Financial
Texas
$2.37M +$131K +1,746 +6%
SAI
363
Savvy Advisors Inc
New York
$2.36M +$36.3K +482 +2%
AWM
364
Apollon Wealth Management
South Carolina
$2.35M +$254K +3,381 +13%
WA
365
WPG Advisers
Maryland
$2.34M +$475K +6,321 +28%
Brown Advisory
366
Brown Advisory
Maryland
$2.33M – – –
First Trust Advisors
367
First Trust Advisors
Illinois
$2.26M +$297K +3,951 +16%
OL
368
Owen LaRue
Kentucky
$2.25M +$561K +7,464 +37%
TBF
369
True Blue Financial
Michigan
$2.25M +$340K +4,523 +19%
MWA
370
Medallion Wealth Advisors
Connecticut
$2.24M +$5.64K +75 +0.3%
EFG
371
Everest Financial Group
Minnesota
$2.23M -$13.5K -180 -0.6%
RIA
372
Rhodes Investment Advisors
Texas
$2.23M +$85.9K +1,142 +4%
AFA
373
American Financial Advisors
Georgia
$2.22M -$20.4K -271 -1%
PWP
374
Precedent Wealth Partners
Texas
$2.2M +$859K +11,416 +73%
NPAN
375
Northeast Planning Associates NH
New Hampshire
$2.19M -$157K -2,086 -7%
13 14
15
16 17

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.