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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
AFG
626
Atomi Financial Group
New York
$341K +$10.9K +145 +4%
AIC
627
Archer Investment Corporation
Indiana
$341K +$205K +2,723 +184%
BRWM
628
Blue Rock Wealth Management
North Carolina
$339K -$7.52K -100 -2%
FFA
629
Founders Financial Alliance
North Carolina
$336K -$138K -1,829 -31%
FOFP
630
Fee-Only Financial Planning
South Carolina
$335K
AFC
631
AFT Forsyth & Company
Florida
$333K +$75 +1 +0%
TWP
632
Tempus Wealth Planning
California
$333K +$26.2K +348 +9%
SW
633
SkyOak Wealth
Michigan
$332K +$150 +2 +0%
RWM
634
Revisor Wealth Management
Ohio
$329K +$305K +4,060 New
KP
635
Keel Point
Alabama
$327K +$303K +4,035 New
CSIC
636
Clifford Swan Investment Counsel
California
$324K
OWA
637
OakTrust Wealth Advisors
Connecticut
$324K +$301 +4 +0.1%
MW
638
Members Wealth
Pennsylvania
$317K +$75 +1 +0%
FAM
639
Formidable Asset Management
Ohio
$317K
QFW
640
QTR Family Wealth
Florida
$312K -$6.54K -87 -2%
FT
641
Fiduciary Trust
Massachusetts
$309K
BWS
642
Buck Wealth Strategies
Colorado
$301K +$279K +3,710 New
CA
643
Cresta Advisors
Texas
$300K
GP
644
GLR Partners
Maryland
$300K -$135K -1,795 -33%
Franklin Resources
645
Franklin Resources
California
$299K +$278K +3,691 New
MSA
646
Marino Stram & Associates
Massachusetts
$299K +$278K +3,691 New
FTWA
647
Fifth Third Wealth Advisors
Ohio
$292K
WEG
648
World Equity Group
Illinois
$291K -$28.7K -381 -10%
BFC
649
Bedel Financial Consulting
Indiana
$290K
PWM
650
Power Wealth Management
Georgia
$290K

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.