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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
SEP
726
Signature Equity Partners
Ohio
$91.1K +$30.6K +407 +57%
NRG
727
Nemes Rush Group
Michigan
$89.2K
BF
728
BOK Financial
Oklahoma
$87.8K -$15.9K -211 -16%
IFWM
729
Institute for Wealth Management
Colorado
$86.5K +$80.2K +1,067 New
MG
730
Mather Group
Illinois
$86.3K
HIW
731
Holos Integrated Wealth
Pennsylvania
$85.8K -$526 -7 -0.6%
JFGIW
732
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.6K +$34.3K +456 +76%
HHGA
733
Halbert Hargrove Global Advisors
California
$85.3K -$15.4K -205 -16%
SIC
734
Salem Investment Counselors
North Carolina
$84.9K
PWAM
735
Private Wealth Asset Management
Iowa
$81.1K +$62K +825 +469%
CSB
736
City State Bank
Iowa
$77K
WAG
737
Wiser Advisor Group
Arizona
$75K +$150 +2 +0.2%
HIA
738
Harbor Investment Advisory
Maryland
$72.5K
WWM
739
Wolff Wiese Magana
California
$71.3K +$1.96K +26 +3%
WA
740
Walsh & Associates
Florida
$65.4K
RWM
741
Raffa Wealth Management
District of Columbia
$59.8K -$1.28K -17 -2%
PIS
742
POM Investment Strategies
North Carolina
$59.7K -$2.18K -29 -4%
NWM
743
Navigoe Wealth Management
California
$59K +$55.4K +737 New
DJSG
744
D.J. St. Germain
Massachusetts
$58.8K
IAAG
745
Innovative Asset Advisors Group
Connecticut
$56.5K +$6.02K +80 +13%
HNB
746
Hilltop National Bank
Wyoming
$56.5K
Q1WB
747
Quest 10 Wealth Builders
Virginia
$55.7K +$2.26K +30 +5%
AEPWM
748
Atlantic Edge Private Wealth Management
Florida
$54.6K
AW
749
Ankerstar Wealth
Texas
$50.9K
RFG
750
REAP Financial Group
Texas
$48.9K +$75 +1 +0.2%

RDVY Hedge Fund Activity: Q2 2026 in Review

808 of the 8,269 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.