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
CTC
801
Central Trust Company
Missouri
$2.59K
PWPS
802
Pinnacle Wealth Planning Services
Ohio
$2.03K
S
803
SignatureFD
Georgia
$1.78K +$1.43K +19 +633%
FDW
804
Fourth Dimension Wealth
Ohio
$1.46K
TC
805
Trust Company
Kansas
$1.38K +$1.28K +17 New
CAS
806
Coppell Advisory Solutions
Texas
$1.01K +$7.52M +99,995 New
BWL
807
Bogart Wealth LLC
Virginia
$892
HWA
808
HHM Wealth Advisors
Tennessee
$325 +$301 +4 New
TRCT
809
Tower Research Capital (TRC)
New York
$243 +$226 +3 New
IAA
810
Independent Advisor Alliance
North Carolina
-$35.7M -523,384 Closed
Renaissance Technologies
811
Renaissance Technologies
New York
-$4.93M -72,200 Closed
FTS
812
Fifth Third Securities
Ohio
-$2.92M -42,800 Closed
Nomura Asset Management
813
Nomura Asset Management
Japan
-$1.58M -23,175 Closed
PEWA
814
Pacific Excel Wealth Advisors
California
-$1.44M -21,045 Closed
Jane Street
815
Jane Street
New York
-$1.36M -19,956 Closed
HF
816
HRT Financial
New York
-$403K -5,913 Closed
GSEP
817
Golden State Equity Partners
California
-$376K -5,501 Closed
Bank Julius Baer & Co
818
Bank Julius Baer & Co
Switzerland
-$344K -5,033 Closed
SC
819
Savant Capital
Illinois
-$289K -4,237 Closed
WA
820
Whipplewood Advisors
Colorado
-$280K -4,107 Closed
D.E. Shaw & Co
821
D.E. Shaw & Co
New York
-$270K -3,960 Closed
WP
822
WealthPLAN Partners
Nebraska
-$261K -3,816 Closed
ADL
823
Asset Dedication LLC
California
-$250K -3,665 Closed
SM
824
Sensible Money
Arizona
-$250K -3,665 Closed
QWM
825
Quadcap Wealth Management
Texas
-$215K -3,151 Closed

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.