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First Trust Rising Dividend Achievers ETF
RDVY

808 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, 394 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

74% more repeat investments, than reductions

Existing positions increased: 394 | 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: 83 → 94 (+11)

6% more funds holding

Funds holding: 763 → 808 (+45)

0.04% less ownership

Funds ownership: 74.28% → 74.24% (-0.04%)

Holders
808
Holders Change
+45
Holders Change %
+5.9%
% of All Funds
9.77%
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
394
Reduced
226
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$196M
2
Wells Fargo
Wells Fargo
California
+$104M
3
P
Paradiem
Louisiana
+$45.9M
4
PAG
Private Advisor Group
New Jersey
+$44.8M
5
William Blair & Company
William Blair & Company
Illinois
+$41.4M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$63.3M
2
Mariner
Mariner
Kansas
-$61.1M
3
IAA
Independent Advisor Alliance
North Carolina
-$35.7M
4
SWAG
Spectrum Wealth Advisory Group
California
-$23.9M
5
Morgan Stanley
Morgan Stanley
New York
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$102M +$757K +10,067 +0.8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$92.1M +$672K +8,940 +0.8%
PFS
28
Prospera Financial Services
Texas
$89.6M -$4.93M -65,501 -6%
CAG
29
Csenge Advisory Group
Florida
$86.5M +$1.41M +18,746 +2%
DADC
30
D.A. Davidson & Co
Montana
$79.2M +$1.84M +24,516 +3%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$78.4M -$5.72K -76 -0%
KPWS
32
Kestra Private Wealth Services
Texas
$78M +$1.98M +26,381 +3%
IWC
33
Integrated Wealth Concepts
Massachusetts
$77.7M +$7.78M +103,476 +12%
Corient Private Wealth
34
Corient Private Wealth
Florida
$75.1M -$8.07M -107,271 -10%
HI
35
Harbour Investments
Wisconsin
$74M +$1.91M +25,422 +3%
JP Morgan Chase
36
JP Morgan Chase
New York
$70.1M +$7.34M +97,654 +13%
LSWP
37
Liberty Square Wealth Partners
Pennsylvania
$69.8M +$4.16M +55,352 +7%
AAP
38
Arax Advisory Partners
Colorado
$57.5M +$17.2M +228,481 +48%
SPIA
39
Steward Partners Investment Advisory
New York
$56.7M +$9.76M +129,730 +23%
ACA
40
Aptus Capital Advisors
Alabama
$54.3M +$1.16M +15,414 +2%
GWANC
41
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.9M +$1.51M +20,114 +3%
AWM
42
Affinity Wealth Management
Delaware
$53.8M +$32.6K +433 +0.1%
P
43
Paradiem
Louisiana
$49.5M +$45.9M +610,726 New
SWP
44
Stratos Wealth Partners
Ohio
$47.7M +$456K +6,058 +1%
RW
45
RVW Wealth
California
$47.6M +$1.22M +16,196 +3%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$46.5M +$688K +9,145 +2%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$46.4M +$15.6M +206,941 +56%
ACA
48
Ascension Capital Advisors
Texas
$45.8M -$1.51M -20,059 -3%
PIA
49
Perennial Investment Advisors
California
$44.9M +$2.66M +35,391 +7%
FPGK
50
Financial Partners Group (Kansas)
Kansas
$44M -$48.9K -650 -0.1%
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RDVY Hedge Fund Activity: Q2 2026 in Review

808 of the 8,268 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 394 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.

  • 808 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.