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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
AWA
551
Acorn Wealth Advisors
Michigan
$573K +$119K +1,587 +29%
RDWM
552
Red Door Wealth Management
Tennessee
$571K
DAS
553
Dynamic Advisor Solutions
Arizona
$563K +$21.5K +286 +4%
CAPTRUST Financial Advisors
554
CAPTRUST Financial Advisors
North Carolina
$563K -$9.7K -129 -2%
HA
555
Hofer & Associates
California
$562K +$25.7K +342 +5%
VBFP
556
Valtinson Bruner Financial Planning
Minnesota
$560K +$520K +6,911 New
CRWM
557
Castle Rock Wealth Management
California
$557K +$15.4K +205 +3%
ISFAN
558
Investor's Fiduciary Advisor Network
Washington
$551K -$11.4K -151 -2%
RIA
559
Realta Investment Advisors
Delaware
$549K +$14.4K +192 +3%
HBW
560
Hazlett, Burt & Watson
West Virginia
$545K -$44.5K -592 -8%
DIM
561
Delta Investment Management
California
$537K +$903 +12 +0.2%
GM
562
GeoWealth Management
Illinois
$536K +$11.7K +155 +2%
MEAC
563
M.E. Allison & Co
Texas
$532K +$278K +3,696 +129%
KeyBank National Association
564
KeyBank National Association
Ohio
$530K +$492K +6,544 New
NWM
565
Northwest Wealth Management
Iowa
$530K
TW
566
Tempo Wealth
Ohio
$521K +$245K +3,253 +103%
HCWM
567
Hidden Cove Wealth Management
Washington
$516K -$21.2K -282 -4%
LFA
568
Laraway Financial Advisors
Minnesota
$510K -$6.77K -90 -1%
AR
569
Apeiron RIA
Texas
$508K -$439K -5,843 -48%
RAS
570
RPS Advisory Solutions
Kentucky
$502K +$465K +6,189 New
ET
571
Equitable Trust
Tennessee
$496K
EWM
572
Evolution Wealth Management
Florida
$495K
PSF
573
Pacific Sun Financial
California
$494K
PPWM
574
Paragon Private Wealth Management
Kentucky
$494K -$14.8K -197 -3%
JIG
575
Junk Investment Group
Maryland
$486K

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.