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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
VWA
776
VSM Wealth Advisory
Maryland
$19.5K
VCM
777
Versant Capital Management
Arizona
$18.9K
KCM
778
Key Capital Management
Tennessee
$18.7K +$6.54K +87 +60%
OC
779
Oakworth Capital
Alabama
$16.1K +$15K +200 New
CJ
780
Caitlin John
Michigan
$15.6K
SGK
781
Steigerwald Gordon & Koch
Virginia
$15.3K
GCM
782
Gunpowder Capital Management
Maryland
$14.8K
TWIM
783
TIAA Wealth Investment Management
New York
$13.4K -$56.4K -750 -82%
Allspring Global Investments
784
Allspring Global Investments
North Carolina
$12K
FWA
785
Flagship Wealth Advisors
Massachusetts
$11.5K +$5.72K +76 +115%
FCT
786
First Community Trust
Iowa
$10.9K
BL
787
BFSG LLC
California
$10.5K -$9.78K -130 -50%
CF
788
Collier Financial
Colorado
$10.3K -$36K -479 -79%
EWM
789
Evermay Wealth Management
Virginia
$9.81K
CT
790
Colonial Trust
South Carolina
$9.73K
National Bank of Canada
791
National Bank of Canada
Quebec, Canada
$8.24K
OAJ
792
Ogorek Anthony Joseph
New York
$8K
VWA
793
Valued Wealth Advisors
Utah
$7.67K +$75 +1 +1%
BTI
794
Blue Trust Inc
Georgia
$6.9K +$3.23K +43 +102%
MSWM
795
Mowery & Schoenfeld Wealth Management
Illinois
$6.24K +$5.79K +77 New
TCOV
796
Trust Company of Vermont
Vermont
$6.08K +$5.64K +75 New
Bessemer Group
797
Bessemer Group
New Jersey
$6K -$25.9K -345 -81%
CAM
798
Costello Asset Management
Pennsylvania
$5.51K +$5.11K +68 New
IW
799
Imprint Wealth
South Carolina
$4.13K +$3.84K +51 New
AF
800
Alerus Financial
North Dakota
$3K

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.