We are live on ! Find out more
RDVY icon

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
HIP
376
HUB Investment Partners
Texas
$2.18M +$2.03M +26,940 New
PFA
377
Pinnacle Family Advisors
Missouri
$2.18M -$244K -3,250 -11%
OWA
378
ORBA Wealth Advisors
Illinois
$2.17M -$329K -4,373 -14%
OFS
379
OneAscent Financial Services
Alabama
$2.17M -$106K -1,410 -5%
BPA
380
Beacon Pointe Advisors
California
$2.16M +$131K +1,742 +7%
NWMG
381
National Wealth Management Group
Ohio
$2.14M -$85.6K -1,138 -4%
LSA
382
L & S Advisors
California
$2.12M +$15.7K +209 +0.8%
EA
383
Ellsworth Advisors
Ohio
$2.11M +$8.57K +114 +0.4%
TWM
384
Triton Wealth Management
Arizona
$2.11M -$72.4K -962 -3%
SFG
385
Southern Financial Group
Alabama
$2.05M +$198K +2,626 +12%
KWS
386
Keystone Wealth Services
California
$2.05M -$141K -1,873 -7%
MCM
387
MAI Capital Management
Ohio
$2.02M +$391K +5,203 +26%
GS
388
GTS Securities
Florida
$2.02M +$1.87M +24,894 New
SB
389
Strategic Blueprint
Georgia
$2.02M +$40.5K +538 +2%
PGWM
390
Pitti Group Wealth Management
New York
$2.01M +$1.13K +15 +0.1%
TWM
391
Topsail Wealth Management
North Carolina
$1.98M +$33.7K +448 +2%
PA
392
Prism Advisors
California
$1.96M +$7.9K +105 +0.4%
ACM
393
Appalachian Capital Management
Ohio
$1.95M +$40.3K +536 +2%
GFG
394
Grantvest Financial Group
New Jersey
$1.92M +$31.8K +423 +2%
XT
395
XTX Topco
Cayman Islands
$1.9M +$1.76M +23,437 New
PCG
396
Prosperity Consulting Group
Maryland
$1.82M +$264K +3,516 +19%
EW
397
Element Wealth
Mississippi
$1.82M -$177K -2,354 -9%
MQWP
398
Morey & Quinn Wealth Partners
Nebraska
$1.8M -$5.57K -74 -0.3%
QCM
399
QRG Capital Management
Illinois
$1.8M +$1.28M +16,964 +327%
BFS
400
Boyer Financial Services
California
$1.79M -$20K -266 -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.