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First Trust Rising Dividend Achievers ETF
RDVY

763 hedge funds and large institutions have $14.7B invested in First Trust Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 403 increasing their positions, 201 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 201

47% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 45

2% more funds holding in top 10

Funds holding in top 10: 81 → 83 (+2)

1% more funds holding

Funds holding: 754 → 763 (+9)

3% more capital invested

Capital invested by funds: $14.3B → $14.7B (+$415M)

0.58% less ownership

Funds ownership: 74.87% → 74.28% (-0.58%)

Holders
763
Holders Change
+9
Holders Change %
+1.19%
% of All Funds
9.34%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.02%
New
66
Increased
403
Reduced
201
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$130M
2
Raymond James Financial
Raymond James Financial
Florida
+$75.4M
3
Two Sigma Investments
Two Sigma Investments
New York
+$60.1M
4
Morgan Stanley
Morgan Stanley
New York
+$51.6M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$49.8M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$94M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$38.6M
3
UBS Group
UBS Group
Switzerland
-$33.1M
4
PP
Prudential plc
United Kingdom
-$17.1M
5
AFG
ABLE Financial Group
Arizona
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
751
Bernard Wealth Management
Michigan
$2.87K – – –
AIS
752
Advocate Investing Services
Maryland
$2.87K – – –
BTI
753
Blue Trust Inc
Georgia
$2.87K – – –
EA
754
Evergreen Advisors
Tennessee
$2.84K +$2.99K +42 New
AF
755
Alerus Financial
North Dakota
$2.53K – – –
Simplex Trading
756
Simplex Trading
Illinois
$2.46K -$1.64K -23 -39%
CTC
757
Central Trust Company
Missouri
$2.19K -$10.1K -142 -82%
FC
758
Financial Consulate
Maryland
$1.71K – – –
PWPS
759
Pinnacle Wealth Planning Services
Ohio
$1.71K – – –
FDW
760
Fourth Dimension Wealth
Ohio
$1.23K – – –
DCM
761
Davis Capital Management
Florida
$888 +$925 +13 New
BWL
762
Bogart Wealth LLC
Virginia
$751 – – –
S
763
SignatureFD
Georgia
$205 – – –
HNB
764
Huntington National Bank
Ohio
$68 – – –
BNP Paribas Financial Markets
765
BNP Paribas Financial Markets
France
– -$38.6M -554,949 Closed
PP
766
Prudential plc
United Kingdom
– -$17.1M -245,700 Closed
IA
767
IFG Advisory
Georgia
– -$13.7M -196,626 Closed
CAS
768
Coppell Advisory Solutions
Texas
– -$8.45M -120,456 Closed
LWP
769
LeClair Wealth Partners
Ohio
– -$7.17M -103,273 Closed
TPA
770
Trivium Point Advisory
Connecticut
– -$6.33M -91,115 Closed
GAA
771
Global Assets Advisory
Florida
– -$3.87M -55,761 Closed
SAM
772
Synergy Asset Management
Washington
– -$2.6M -37,377 Closed
YIH
773
Y-Intercept (HK)
Hong Kong
– -$2.12M -30,452 Closed
CAGAS
774
Capital Advisory Group Advisory Services
Minnesota
– -$2.1M -30,198 Closed
TFP
775
TrueWealth Financial Partners
Washington
– -$1.69M -24,326 Closed
29 30
31
32 33

RDVY Hedge Fund Activity: Q1 2026 in Review

763 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2026, worth a combined $14.7B — up 2.9% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RDVY positions and 45 closed out — a net gain of 21 holders — while 403 added to existing stakes and 201 trimmed.

The largest buyer was LPL Financial, adding an estimated $130M. The largest seller was Corient Private Wealth, cutting an estimated $94M.

  • 763 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2026, up from 754 in Q4 2025.
  • Funds reported $14.7B of First Trust Rising Dividend Achievers ETF stock for Q1 2026, up 2.9% quarter-over-quarter.
  • 66 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2026 and 45 closed out, a net change of +21 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2026 was LPL Financial, an estimated $130M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q1 2026 was Corient Private Wealth, an estimated $94M sold.

Based on aggregated 13F filings for Q1 2026.