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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
Mariner
101
Mariner
Kansas
$18.4M -$61.1M -812,532 -78%
JFG
102
Juno Financial Group
Virginia
$18.2M -$381K -5,062 -2%
NF
103
Napier Financial
Massachusetts
$18.1M +$150K +1,992 +0.9%
PPG
104
Peak Planning Group
Colorado
$18.1M +$746K +9,919 +5%
BFG
105
Beacon Financial Group
Texas
$18M -$730K -9,708 -4%
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$17.7M +$694K +9,228 +4%
SWGC
107
Summit Wealth Group (Colorado)
Colorado
$17.6M +$114K +1,514 +0.7%
PSCM
108
Per Stirling Capital Management
Texas
$17.5M -$99.9K -1,328 -0.6%
SWAG
109
Spectrum Wealth Advisory Group
California
$17.4M -$23.9M -317,645 -60%
SFG
110
SNS Financial Group
Minnesota
$17.4M +$16.1M +214,373 New
PA
111
Pinnacle Associates
New York
$17.2M +$246K +3,265 +2%
SMC
112
Smith, Moore & Co
Missouri
$17M +$741K +9,853 +5%
BCM
113
Brookstone Capital Management
Illinois
$16.6M +$1.47M +19,511 +11%
BPFA
114
Barnes Pettey Financial Advisors
Mississippi
$16.1M +$2.12M +28,141 +17%
MFG
115
Mainsail Financial Group
Washington
$15.9M +$1.67M +22,150 +13%
DC
116
Davenport & Co
Virginia
$15.8M +$2.37M +31,502 +19%
SFG
117
Stonebridge Financial Group
California
$15.8M +$14.6M +194,317 New
GA
118
GSG Advisors
New Jersey
$15.7M +$383K +5,096 +3%
PBF
119
Petix & Botte Financial
California
$15.7M +$7.75M +103,028 +114%
JWCA
120
J.W. Cole Advisors
Florida
$15.7M +$2.95M +39,276 +25%
PFA
121
Plotkin Financial Advisors
Maryland
$15.7M +$191K +2,546 +1%
AUB
122
Atlantic Union Bankshares
Virginia
$15.3M +$450K +5,983 +3%
MFG
123
Merit Financial Group
Georgia
$15.2M -$1.84M -24,401 -11%
RA
124
RFG Advisory
Alabama
$15M -$3.48M -46,221 -20%
TFS
125
Thoroughbred Financial Services
Tennessee
$15M +$675K +8,971 +5%

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.