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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
AssetMark Inc
126
AssetMark Inc
California
$15M +$24.3K +323 +0.2%
FHA
127
Flagship Harbor Advisors
Massachusetts
$15M +$1.41M +18,721 +11%
WWMSC
128
Wagner Wealth Management (South Carolina)
South Carolina
$14.8M +$82.4K +1,096 +0.6%
AA
129
AJ Advisors
Tennessee
$14.6M +$148K +1,963 +1%
UAG
130
United Advisor Group
Ohio
$14.5M +$396K +5,264 +3%
CWM
131
Cornerstone Wealth Management
Missouri
$14.4M -$41.8K -556 -0.3%
AI
132
Atria Investments
North Carolina
$14.3M +$155K +2,065 +1%
HAS
133
HBW Advisory Services
California
$14.1M +$1.3M +17,345 +11%
FFA
134
Farther Finance Advisors
California
$13.6M +$158K +2,103 +1%
DWM
135
Denver Wealth Management
Colorado
$13.6M +$642K +8,540 +5%
CHC
136
City Holding Co
West Virginia
$13.3M +$1.06M +14,097 +9%
PA
137
PFG Advisors
Arizona
$13M -$1.72M -22,805 -12%
TCWM
138
Total Clarity Wealth Management
Illinois
$13M +$2.9M +38,509 +32%
OCFG
139
O'Connor Financial Group
Illinois
$12.7M +$101K +1,339 +0.9%
LCWP
140
Legacy Capital Wealth Partners
Arkansas
$12.5M -$64K -851 -0.5%
KA
141
Kovack Advisors
Florida
$12.4M -$82.6K -1,098 -0.7%
GRP
142
Global Retirement Partners
California
$12.4M +$11.5M +152,469 New
WFS
143
Weitzel Financial Services
Iowa
$12.2M +$340K +4,520 +3%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$12.1M +$362K +4,811 +3%
PS
145
Principal Securities
Iowa
$12.1M +$539K +7,167 +5%
VT
146
Vise Technologies
New York
$12M -$1.13M -15,019 -9%
SF
147
Summit Financial
New Jersey
$11.9M +$25K +332 +0.2%
SA
148
Scarborough Advisors
Maryland
$11.8M -$5.76M -76,559 -34%
WIA
149
World Investment Advisors
California
$11.7M -$32K -425 -0.3%
BAM
150
Bellevue Asset Management
Washington
$11.6M -$47.7K -634 -0.4%

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.