We are live on ! Find out more
RDVY icon

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
FFC
176
Frederick Financial Consultants
Maryland
$9.83M +$358K +4,759 +4%
SCFS
177
Stewardship Concepts Financial Services
Washington
$9.82M +$135K +1,800 +2%
CAM
178
Cozad Asset Management
Illinois
$9.62M +$214K +2,845 +2%
EF
179
Envision Financial
Wisconsin
$9.58M +$473K +6,284 +6%
GPW
180
Genesis Private Wealth
Virginia
$9.57M +$443K +5,891 +5%
SWM
181
StoneCrest Wealth Management
Arizona
$9.56M -$12.7K -169 -0.1%
GCWM
182
Guided Capital Wealth Management
Texas
$9.52M +$27.8K +369 +0.3%
VWS
183
Virtus Wealth Solutions
New Jersey
$9.52M -$606K -8,064 -6%
MPIA
184
Milestones Private Investment Advisors
New York
$9.51M +$6.66M +88,547 +307%
IA
185
IFP Advisors
Florida
$9.51M -$553K -7,354 -6%
GSWM
186
Golden State Wealth Management
California
$9.42M -$5.36M -71,293 -38%
CAC
187
Certified Advisory Corp
Florida
$9.39M +$360K +4,780 +4%
GFA
188
Gallagher Fiduciary Advisors
Illinois
$9.36M -$148K -1,963 -2%
SWIA
189
Solano Wealth Investment Advisors
California
$9.36M -$197K -2,620 -2%
OIA
190
OneDigital Investment Advisors
Kansas
$9.25M +$1.1M +14,584 +15%
AAS
191
Ameritas Advisory Services
Nebraska
$9.23M +$5.4M +71,833 +171%
CW
192
CreativeOne Wealth
Kansas
$9.2M +$1.56M +20,702 +22%
PWMAG
193
Pinnacle Wealth Management Advisory Group
New Jersey
$9.18M +$320K +4,250 +4%
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$8.94M -$6.61M -87,933 -44%
AFP
195
Ausdal Financial Partners
Iowa
$8.84M -$109K -1,452 -1%
RDFA
196
Ritter Daniher Financial Advisory
Ohio
$8.75M -$25.7K -342 -0.3%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$8.4M +$2.16M +28,683 +38%
GVAG
198
Great Valley Advisor Group
Delaware
$8.4M +$382K +5,082 +5%
SW
199
SMART Wealth
Nebraska
$8.35M -$996K -13,249 -11%
AWM
200
Axxcess Wealth Management
California
$8.34M +$5.49K +73 +0.1%

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.