First Trust Rising Dividend Achievers ETF
RDVY
763 hedge funds and large institutions have $14.7B invested in First Trust Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 403 increasing their positions, 201 reducing their positions, and 45 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 403 | Existing positions reduced: 201
47% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 45
2% more funds holding in top 10
Funds holding in top 10: 81 → 83 (+2)
1% more funds holding
Funds holding: 754 → 763 (+9)
3% more capital invested
Capital invested by funds: $14.3B → $14.7B (+$415M)
0.58% less ownership
Funds ownership: 74.87% → 74.28% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$130M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$75.4M |
| 3 |
Two Sigma Investments
New York
|
+$60.1M |
| 4 |
Morgan Stanley
New York
|
+$51.6M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$94M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$38.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$33.1M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$17.1M |
| 5 |
AFG
ABLE Financial Group
Scottsdale,
Arizona
|
-$15.1M |
RDVY Hedge Fund Activity: Q1 2026 in Review
763 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2026, worth a combined $14.7B — up 2.9% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new RDVY positions and 45 closed out — a net gain of 21 holders — while 403 added to existing stakes and 201 trimmed.
The largest buyer was LPL Financial, adding an estimated $130M. The largest seller was Corient Private Wealth, cutting an estimated $94M.
- 763 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2026, up from 754 in Q4 2025.
- Funds reported $14.7B of First Trust Rising Dividend Achievers ETF stock for Q1 2026, up 2.9% quarter-over-quarter.
- 66 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2026 and 45 closed out, a net change of +21 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2026 was LPL Financial, an estimated $130M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q1 2026 was Corient Private Wealth, an estimated $94M sold.
Based on aggregated 13F filings for Q1 2026.