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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
DWM
526
Diversify Wealth Management
Utah
$713K +$144K +1,915 +28%
DAS
527
Diversify Advisory Services
Utah
$713K +$666K +8,850 New
JFGLC
528
Johnson Financial Group LLC (Colorado)
Colorado
$707K
KFP
529
Kerr Financial Planning
California
$707K +$242K +3,215 +58%
BAM
530
Belpointe Asset Management
Nevada
$695K +$3.61K +48 +0.6%
FCA
531
Fortis Capital Advisors
Kansas
$695K +$3.61K +48 +0.6%
CWP
532
Cyndeo Wealth Partners
Florida
$691K +$87K +1,157 +16%
IPW
533
Impact Partnership Wealth
Georgia
$689K +$361K +4,801 +130%
SFWA
534
Summit Financial Wealth Advisors
Louisiana
$679K +$113K +1,501 +22%
WAM
535
WealthTrust Asset Management
Florida
$675K +$17K +226 +3%
LWM
536
Lighthouse Wealth Management
Ohio
$675K
APWA
537
Atlas Private Wealth Advisors
New Jersey
$671K -$62K -824 -9%
MW
538
Maia Wealth
Colorado
$660K -$68.7K -914 -10%
RF
539
Rossby Financial
Florida
$640K +$282K +3,750 +90%
CAM
540
Clark Asset Management
New Hampshire
$633K
PWM
541
Puff Wealth Management
New Jersey
$631K +$585K +7,782 New
RPGK
542
Retirement Planning Group (Kansas)
Kansas
$610K -$36.3K -482 -6%
CP
543
Castleview Partners
Texas
$600K +$38.1K +507 +7%
NFA
544
Northwest Financial Advisors
Virginia
$598K +$376 +5 +0.1%
PB
545
Pinnacle Bancorp
Nebraska
$593K
MCM
546
McKinney Capital Management
Texas
$591K +$60.6K +806 +12%
MWM
547
MBE Wealth Management
Wisconsin
$585K +$31.6K +420 +6%
BW
548
Balance Wealth
Ohio
$584K -$28.1K -374 -5%
BCM
549
Barometer Capital Management
Ontario, Canada
$584K +$542K +7,200 New
CA
550
Cambridge Advisors
Nebraska
$576K +$51.2K +681 +11%

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.