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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
PA
401
Parallel Advisors
California
$1.79M +$747K +9,938 +82%
RCG
402
Regatta Capital Group
California
$1.77M +$26.5K +353 +2%
WFP
403
Worthington Financial Partners
Ohio
$1.76M +$32.9K +438 +2%
APW
404
Aurora Private Wealth
New Jersey
$1.76M +$124K +1,654 +8%
APFP
405
Action Point Financial Planning
Michigan
$1.69M +$1.57M +20,857 New
NG
406
Novem Group
New York
$1.68M -$23.2K -308 -1%
QCIG
407
Quad-Cities Investment Group
Iowa
$1.66M -$9.4K -125 -0.6%
Bank of Montreal
408
Bank of Montreal
Ontario, Canada
$1.63M +$65.7K +873 +5%
KWM
409
Kaydan Wealth Management
Michigan
$1.63M +$35K +466 +2%
FZCM
410
Flynn Zito Capital Management
New York
$1.61M +$56.3K +748 +4%
KFP
411
KMG Fiduciary Partners
Ohio
$1.61M -$10.5M -140,112 -88%
CFA
412
Cahill Financial Advisors
Minnesota
$1.59M +$186K +2,470 +14%
SIM
413
Synergy Investment Management
Florida
$1.59M +$289K +3,841 +24%
WAM
414
Walker Asset Management
Missouri
$1.58M
VFA
415
Valeo Financial Advisors
Indiana
$1.56M +$113K +1,502 +8%
AFS
416
AFG Fiduciary Services
Massachusetts
$1.55M -$4.14K -55 -0.3%
WWA
417
Wealth Watch Advisors
Colorado
$1.48M +$553K +7,356 +67%
RA
418
RiverTree Advisors
Florida
$1.48M -$398K -5,298 -23%
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
$1.46M -$451K -5,991 -25%
FCM
420
Family Capital Management
Michigan
$1.45M
SLWA
421
San Luis Wealth Advisors
California
$1.42M -$12.1K -161 -0.9%
CAL
422
Capital Analysts LLC
Pennsylvania
$1.41M -$30.5K -406 -2%
SAM
423
Sequent Asset Management
Texas
$1.41M +$266K +3,540 +26%
ECA
424
Elevated Capital Advisors
Utah
$1.4M -$20.4K -271 -2%
BRWA
425
B. Riley Wealth Advisors
Florida
$1.39M +$47.7K +634 +4%

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.