We are live on ! Find out more
RDVY icon

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
HAS
51
Horizon Advisory Services
New York
$42.4M -$1.03M -13,732 -3%
GIA
52
Gladstone Institutional Advisory
Florida
$42.2M +$1.12M +14,845 +3%
VAS
53
Vestmark Advisory Solutions
Massachusetts
$41M -$17.8M -236,444 -32%
MYIA
54
Mount Yale Investment Advisors
Colorado
$40.9M -$16.4M -218,468 -30%
RA
55
Rise Advisors
New York
$39.8M +$1.37M +18,206 +4%
Citigroup
56
Citigroup
New York
$39.7M +$4.43M +58,938 +14%
FHC
57
First Heartland Consultants
Missouri
$39.6M +$590K +7,846 +2%
ACM
58
Advance Capital Management
Michigan
$38.8M +$30.5M +405,020 +552%
BEI
59
Benjamin Edwards Inc
Missouri
$38M +$655K +8,710 +2%
BFG
60
Bleakley Financial Group
New Jersey
$37.2M +$1.08M +14,364 +3%
VA
61
VestGen Advisors
Illinois
$34.8M -$93.1K -1,238 -0.3%
HPC
62
Hobart Private Capital
North Carolina
$34.7M -$6.62M -88,006 -17%
FIA
63
Foundations Investment Advisors
Arizona
$34.3M +$1.8M +23,887 +6%
US Bancorp
64
US Bancorp
Minnesota
$32.9M +$1.6M +21,210 +6%
PNC
65
Park National Corp
Ohio
$32.7M +$1.92M +25,580 +7%
NLP
66
Next Level Private
New York
$30.7M +$1.21M +16,042 +4%
ODFS
67
O'Donnell Financial Services
California
$30.5M +$1.06M +14,148 +4%
WWM
68
Western Wealth Management
Colorado
$29.3M +$584K +7,768 +2%
IFG
69
Independent Financial Group
California
$29M -$215K -2,864 -0.8%
P
70
&Partners
Tennessee
$28.6M +$1.59M +21,112 +6%
SA
71
Sanctuary Advisors
Indiana
$28.1M +$1.62M +21,513 +7%
CIA
72
Concurrent Investment Advisors
Florida
$28.1M +$646K +8,592 +3%
SWMG
73
Sanchez Wealth Management Group
Florida
$27.3M +$796K +10,590 +3%
IA
74
Intellus Advisors
Florida
$26.9M -$34.3K -456 -0.1%
CFS
75
Commonwealth Financial Services
West Virginia
$26.3M +$11.2M +148,862 +85%

RDVY Hedge Fund Activity: Q2 2026 in Review

808 of the 8,268 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.