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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
CA
76
Crumly & Associates
Illinois
$26.2M +$1.27M +16,867 +6%
HFS
77
Howard Financial Services
Texas
$24.3M +$870K +11,563 +4%
SOS
78
Silver Oak Securities
Tennessee
$24M +$1.99M +26,512 +10%
PVI
79
Pine Valley Investments
New Jersey
$24M +$717K +9,534 +3%
VA
80
Valmark Advisers
Ohio
$23.6M -$1.86M -24,704 -8%
KCFA
81
Key Client Fiduciary Advisors
New Jersey
$23.1M +$343K +4,556 +2%
UWP
82
Uniting Wealth Partners
Kansas
$22.5M +$604K +8,029 +3%
GWM
83
Geneos Wealth Management
Colorado
$22.4M +$534K +7,096 +3%
SAG
84
Sentinel Advisory Group
Wisconsin
$22.4M +$734K +9,766 +4%
IWM
85
IHT Wealth Management
Illinois
$22.3M +$2.27M +30,188 +12%
OC
86
Oppenheimer & Co
New York
$21.7M +$4.9M +65,189 +32%
RWA
87
Redhawk Wealth Advisors
Minnesota
$21.6M +$9.47M +125,867 +90%
TI
88
tru Independence
Oregon
$21.1M +$235K +3,126 +1%
T
89
Tidemark
California
$21.1M -$4.22M -56,115 -18%
AWA
90
Arkadios Wealth Advisors
Georgia
$21M -$10.6M -140,809 -35%
KWM
91
Kingsview Wealth Management
Oregon
$20.7M -$1.11M -14,815 -5%
SPC
92
Sigma Planning Corp
Michigan
$20.5M -$469K -6,230 -2%
AWM
93
Avaii Wealth Management
Wisconsin
$20.4M +$584K +7,767 +3%
IA
94
IFG Advisory
Georgia
$20M +$18.6M +246,860 New
DWP
95
Daymark Wealth Partners
Ohio
$19.6M -$495K -6,575 -3%
TFP
96
Traction Financial Partners
Wyoming
$19.5M +$199K +2,646 +1%
SWA
97
Stratos Wealth Advisors
Ohio
$19.1M +$3.18M +42,266 +22%
CB
98
Chris Bulman
California
$19M +$1.4M +18,568 +9%
LFAS
99
Level Four Advisory Services
Texas
$18.8M +$378K +5,030 +2%
PP
100
Prudential plc
United Kingdom
$18.4M +$17.1M +227,200 New

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.