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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
VFG
426
Victory Financial Group
Texas
$1.39M -$47.6K -633 -4%
WDC
427
Woodward Diversified Capital
California
$1.36M +$15K +200 +1%
Goldman Sachs
428
Goldman Sachs
New York
$1.35M -$86.8K -1,154 -6%
PWM
429
PMG Wealth Management
Illinois
$1.35M
TP
430
Tranquility Partners
Tennessee
$1.34M +$752 +10 +0.1%
BFA
431
Blueprint Financial Advisors
North Carolina
$1.34M +$1.24M +16,539 New
BIP
432
Blueprint Investment Partners
North Carolina
$1.34M +$1.24M +16,539 New
HA
433
Herold Advisors
New York
$1.34M -$13.2K -175 -1%
WFG
434
Wills Financial Group
Virginia
$1.34M +$47.3K +629 +4%
CPIG
435
Chicago Partners Investment Group
Illinois
$1.33M -$13.2K -176 -1%
RFP
436
Root Financial Partners
California
$1.33M -$101K -1,348 -8%
AIS
437
Advocate Investing Services
Maryland
$1.33M +$1.23M +16,361 +38,955%
MP
438
Moment Partners
California
$1.32M -$94.3K -1,254 -7%
CIBC World Market
439
CIBC World Market
Ontario, Canada
$1.3M
CFCI
440
Comprehensive Financial Consultants Institutional
Indiana
$1.29M +$26.4K +351 +2%
NB
441
Nicolet Bankshares
Wisconsin
$1.29M +$977K +12,991 +432%
1W
442
1776 Wealth
Georgia
$1.28M +$146K +1,947 +14%
Nuveen
443
Nuveen
North Carolina
$1.28M +$1.19M +15,784 New
FPWM
444
FSB Premier Wealth Management
Iowa
$1.28M -$25.1K -334 -2%
MCC
445
Money Concepts Capital
Florida
$1.26M +$119K +1,576 +11%
VWA
446
Visionary Wealth Advisors
Illinois
$1.24M +$319K +4,241 +38%
SFS
447
Sowell Financial Services
Arkansas
$1.24M +$448K +5,958 +64%
TAP
448
Tounjian Advisory Partners
Florida
$1.23M +$1.14M +15,188 New
AG
449
AmeriFlex Group
Nevada
$1.23M +$213K +2,837 +23%
FHC
450
First Horizon Corporation
Tennessee
$1.23M +$92.6K +1,231 +9%

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.