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First Trust Rising Dividend Achievers ETF

808 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, 394 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

74% more repeat investments, than reductions

Existing positions increased: 394 | 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: 763808 (+45)

0.04% less ownership

Funds ownership: 74.28%74.24% (-0.04%)

Holders
808
Holders Change
+45
Holders Change %
+5.9%
% of All Funds
9.77%
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
394
Reduced
226
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
701
Purewater Capital
Texas
$203K +$188K +2,500 New
AG
702
Ascent Group
Virginia
$201K +$187K +2,480 New
OSAM
703
O'Shaughnessy Asset Management
Connecticut
$195K -$935K -12,433 -84%
ST
704
Smithfield Trust
Pennsylvania
$192K
IAS
705
IMA Advisory Services
Colorado
$188K
FDCDDQ
706
Federation des caisses Desjardins du Quebec
Quebec, Canada
$186K
CMP
707
Coston McIsaac & Partners
Maine
$185K +$75 +1 +0%
Vanguard Advisers Inc
708
Vanguard Advisers Inc
Pennsylvania
$180K +$92.1K +1,225 +122%
PPC
709
Park Place Capital
Alabama
$178K
BBPWM
710
Blue Bell Private Wealth Management
Pennsylvania
$173K
B
711
Bayban
Minnesota
$162K
PMFA
712
Plante Moran Financial Advisors
Michigan
$156K +$145K +1,926 New
HNB
713
Huntington National Bank
Ohio
$147K
UBS AM
714
UBS AM
Illinois
$143K -$100K -1,331 -43%
RRMM
715
Regatta Research & Money Management
Louisiana
$142K +$132K +1,757 New
KFI
716
Key Financial Inc
Pennsylvania
$134K +$14.3K +190 +13%
WETS
717
Wealth Enhancement Trust Services
South Dakota
$132K +$122K +1,628 New
IWP
718
IAG Wealth Partners
Wisconsin
$131K +$1.66K +22 +1%
HR
719
Howe & Rusling
New York
$125K +$116K +1,537 New
GJIA
720
Glass Jacobson Investment Advisors
Maryland
$117K +$226 +3 +0.2%
MA
721
MCF Advisors
Kentucky
$112K +$26.2K +348 +34%
TM
722
Torren Management
California
$110K +$226 +3 +0.2%
AA
723
Ancora Advisors
Ohio
$101K +$75 +1 +0.1%
RIL
724
Rothschild Investment LLC
Illinois
$95.8K -$4.14K -55 -4%
CI
725
CX Institutional
Indiana
$93K +$150 +2 +0.2%

RDVY Hedge Fund Activity: Q2 2026 in Review

808 of the 8,270 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 394 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.

  • 808 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.