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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
VPW
601
Vaquero Private Wealth
Texas
$392K +$364K +4,838 New
MEG
602
Millstone Evans Group
Colorado
$391K -$161K -2,136 -31%
SA
603
Sovran Advisors
California
$387K -$65.7K -874 -15%
CBU
604
CIBC Bancorp USA
Illinois
$387K +$75 +1 +0%
CPA
605
Clear Point Advisors
New York
$384K +$15.6K +208 +5%
AWA
606
Alta Wealth Advisors
Massachusetts
$383K -$19.3K -257 -5%
TWM
607
Tortuga Wealth Management
California
$383K -$827 -11 -0.2%
GLA
608
Great Lakes Advisors
Illinois
$376K -$17.8K -237 -5%
KAS
609
KPP Advisory Services
Kentucky
$372K +$346K +4,595 New
WIM
610
WealthPlan Investment Management
Nebraska
$370K +$75 +1 +0%
QCG
611
Quadrant Capital Group
Ohio
$369K
BTD
612
BankPlus Trust Department
Mississippi
$362K +$21.5K +286 +7%
FFG
613
Frisch Financial Group
New York
$362K +$301 +4 +0.1%
GA
614
GoalVest Advisory
New York
$362K +$9.03K +120 +3%
SMA
615
Seven Mile Advisory
New Jersey
$361K +$335K +4,456 New
AWM
616
Aprio Wealth Management
Georgia
$361K -$1.58K -21 -0.5%
KIM
617
Kestra Investment Management
Texas
$361K -$264K -3,516 -44%
PWP
618
Principle Wealth Partners
Connecticut
$360K
WF
619
Whelan Financial
California
$357K
KDA
620
Kraft Davis & Associates
Missouri
$354K
GWM
621
Gilpin Wealth Management
Colorado
$352K +$9.25K +123 +3%
SWA
622
Strategies Wealth Advisors
Michigan
$352K +$301 +4 +0.1%
ZIG
623
Zullo Investment Group
Pennsylvania
$349K -$118K -1,565 -27%
AT
624
Adelphi Trust
Florida
$349K
ACM
625
Advisors Capital Management
New Jersey
$342K -$48.1K -640 -13%

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.