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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
BW
576
BIP Wealth
Georgia
$481K +$376 +5 +0.1%
FFA
577
Florida Financial Advisors
Florida
$469K +$33.5K +445 +8%
V
578
ViaWealth
Kansas
$467K +$212K +2,821 +96%
MAS
579
MPWM Advisory Solutions
Georgia
$464K +$15.6K +208 +4%
MCA
580
MSH Capital Advisors
Arizona
$457K +$424K +5,634 New
GAM
581
Gotham Asset Management
New York
$455K -$2.2M -29,267 -84%
OPA
582
Old Port Advisors
Maine
$450K
CS
583
Capital Square
Tennessee
$445K +$45.9K +610 +12%
BHWM
584
Bar Harbor Wealth Management
New Hampshire
$445K -$7.14K -95 -2%
BJL
585
Brighton Jones LLC
Washington
$445K +$59.3K +788 +17%
GI
586
GAMMA Investing
California
$444K
QIM
587
Quest Investment Management
Oregon
$442K +$11.9K +158 +3%
SWM
588
SHP Wealth Management
Massachusetts
$440K +$8.88K +118 +2%
ACA
589
Aspire Capital Advisors
Washington
$432K +$1.05K +14 +0.3%
AFW
590
Avantra Family Wealth
Pennsylvania
$421K +$6.17K +82 +2%
FH
591
FWG Holdings
Florida
$412K -$83.9K -1,116 -18%
EFG
592
Elevated Financial Group
Indiana
$406K -$115K -1,530 -23%
GVCM
593
Global View Capital Management
Wisconsin
$405K +$72.2K +960 +24%
TCIIS
594
TIAA-CREF Individual & Institutional Services
New York
$401K +$35.9K +477 +11%
SA
595
Sacks & Associates
New Jersey
$401K
AIM
596
Advyzon Investment Management
Illinois
$397K +$368K +4,897 New
HT
597
Headlands Technologies
Illinois
$396K +$367K +4,885 New
GA
598
Goldstein Advisors
Wisconsin
$395K
RFA
599
Register Financial Advisors
Georgia
$393K +$75 +1 +0%
XWM
600
Xcel Wealth Management
Florida
$393K

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.