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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
SFG
151
Sovereign Financial Group
Connecticut
$11.4M +$194K +2,578 +2%
TFGT
152
TS Financial Group (TSFG)
Illinois
$11.2M +$336K +4,464 +3%
RW
153
Rockport Wealth
Ohio
$11.2M +$1.37M +18,211 +15%
MWM
154
Meridian Wealth Management
Kentucky
$11.1M +$414K +5,511 +4%
CFS
155
Compass Financial Services
Iowa
$11.1M +$436K +5,791 +4%
GPWA
156
Gaddis Premier Wealth Advisors
Oklahoma
$11M +$512K +6,802 +5%
GWP
157
Gateway Wealth Partners
Wisconsin
$10.8M -$8.69M -115,481 -46%
M1FG
158
Mach-1 Financial Group
Arkansas
$10.8M +$1.5K +20 +0%
FF
159
Fairway Financial
Florida
$10.7M +$19.8K +263 +0.2%
FFN
160
Focus Financial Network
Minnesota
$10.7M +$27.8K +370 +0.3%
TCM
161
Triumph Capital Management
Colorado
$10.6M -$68.5K -911 -0.7%
HIS
162
Harvest Investment Services
Illinois
$10.6M +$1.22M +16,250 +14%
HA
163
HFG Advisors
Ohio
$10.5M +$234K +3,111 +2%
NEWAS
164
N.E.W. Advisory Services
Wisconsin
$10.5M +$255K +3,386 +3%
IAIM
165
International Assets Investment Management
Florida
$10.4M -$217K -2,879 -2%
AWM
166
AE Wealth Management
Kansas
$10.4M +$2.07M +27,487 +27%
I
167
INVST
Indiana
$10.3M +$668K +8,884 +8%
AWM
168
Accel Wealth Management
Iowa
$10.3M +$893K +11,868 +10%
MOS
169
MGO One Seven
Ohio
$10.2M +$837K +11,124 +10%
PWS
170
Proactive Wealth Strategies
Georgia
$10.2M -$79K -1,050 -0.8%
NA
171
Nestegg Advisors
New York
$10.1M +$821K +10,910 +10%
HA
172
Huntleigh Advisors
Missouri
$10.1M +$437K +5,811 +5%
AWE
173
Avidian Wealth Enterprises
Texas
$10M -$94.7K -1,259 -1%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$9.84M -$351K -4,673 -4%
SI
175
Stephens Inc
Arkansas
$9.84M -$3.99K -53 -0%

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.