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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
TFS
126
Thoroughbred Financial Services
Tennessee
$12M +$718K +10,087 +6%
CFS
127
Commonwealth Financial Services
West Virginia
$12M +$12.5M +175,204 New
MFG
128
Mainsail Financial Group
Washington
$11.9M +$172K +2,422 +1%
AI
129
Atria Investments
North Carolina
$11.9M -$1.05M -14,737 -8%
UAG
130
United Advisor Group
Ohio
$11.9M +$409K +5,742 +3%
BPFA
131
Barnes Pettey Financial Advisors
Mississippi
$11.6M +$3.28M +46,051 +37%
WIA
132
World Investment Advisors
California
$11.5M +$727K +10,219 +6%
FFA
133
Farther Finance Advisors
California
$11.4M +$572K +8,040 +5%
VT
134
Vise Technologies
New York
$11.3M – – –
FHA
135
Flagship Harbor Advisors
Massachusetts
$11.3M +$229K +3,213 +2%
DC
136
Davenport & Co
Virginia
$11.2M +$1.14M +16,064 +11%
KFP
137
KMG Fiduciary Partners
Ohio
$10.9M -$73.3K -1,030 -0.6%
DWM
138
Denver Wealth Management
Colorado
$10.9M +$674K +9,469 +6%
HAS
139
HBW Advisory Services
California
$10.7M +$499K +7,014 +5%
KA
140
Kovack Advisors
Florida
$10.7M +$332K +4,665 +3%
OCFG
141
O'Connor Financial Group
Illinois
$10.6M +$171K +2,407 +2%
LCWP
142
Legacy Capital Wealth Partners
Arkansas
$10.6M +$817K +11,473 +8%
JWCA
143
J.W. Cole Advisors
Florida
$10.5M +$3.45M +48,433 +46%
USCWA
144
U.S. Capital Wealth Advisors
Texas
$10.2M +$451K +6,342 +4%
WFS
145
Weitzel Financial Services
Iowa
$10.2M +$237K +3,323 +2%
CHC
146
City Holding Co
West Virginia
$10.2M +$924K +12,978 +10%
SF
147
Summit Financial
New Jersey
$10M +$181K +2,542 +2%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$9.89M +$329K +4,625 +3%
BAM
149
Bellevue Asset Management
Washington
$9.82M -$289K -4,061 -3%
PS
150
Principal Securities
Iowa
$9.71M +$84.2K +1,183 +0.8%
4 5
6
7 8

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.