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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
KFA
451
Kapstone Financial Advisors
Ohio
$1.23M -$35.6K -474 -3%
KF
452
Krilogy Financial
Missouri
$1.23M -$5.34K -71 -0.5%
AWG
453
Altus Wealth Group
Colorado
$1.22M -$538K -7,151 -32%
MC
454
Moors & Cabot
Massachusetts
$1.22M +$169K +2,246 +17%
IF
455
Integrity Financial
Wyoming
$1.22M -$289K -3,836 -20%
WMWM
456
Whitaker-Myers Wealth Managers
Ohio
$1.21M -$330K -4,382 -23%
IAS
457
Insigneo Advisory Services
Florida
$1.2M +$6.24K +83 +0.6%
LBC
458
Leigh Baldwin & Co
New York
$1.19M -$18.4K -245 -2%
CAM
459
Cresset Asset Management
Illinois
$1.17M +$1.28K +17 +0.1%
PIA
460
Panoramic Investment Advisors
Colorado
$1.16M -$15K -200 -1%
MSG
461
Main Street Group
Virginia
$1.16M -$42.4K -564 -4%
PFG
462
Prosperity Financial Group
California
$1.15M +$257K +3,417 +32%
MFG
463
Mission Financial Group
Nevada
$1.14M +$1.05M +14,004 New
MFF
464
Michels Family Financial
Texas
$1.13M +$35.5K +472 +3%
Pathstone Holdings
465
Pathstone Holdings
New Jersey
$1.13M -$2.52M -33,476 -71%
WW
466
Waterfront Wealth
Kansas
$1.12M
LSIA
467
LaSalle St. Investment Advisors
Illinois
$1.12M -$1.56M -20,681 -60%
MWM
468
Maridea Wealth Management
New York
$1.12M +$12.7K +169 +1%
CWS
469
Confluence Wealth Services
Pennsylvania
$1.1M -$52.5K -698 -5%
TWM
470
Trueblood Wealth Management
Ohio
$1.08M -$1.58K -21 -0.2%
FCBT
471
First Citizens Bank & Trust
North Carolina
$1.08M
KFSN
472
Keystone Financial Services (Nebraska)
Nebraska
$1.07M -$19K -253 -2%
HSA
473
HBK Sorce Advisory
Pennsylvania
$1.07M -$451 -6 -0%
FWP
474
Forefront Wealth Partners
Texas
$1.05M -$14.1K -188 -1%
MWM
475
Mission Wealth Management
California
$1.04M +$967K +12,859 New

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.