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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
CWA
201
Centennial Wealth Advisory
Michigan
$8.13M +$183K +2,432 +2%
AI
202
Arvest Investments
Arkansas
$7.92M +$429K +5,709 +6%
PPWM
203
Premier Private Wealth Management
Florida
$7.84M +$85.4K +1,135 +1%
SG
204
StoneX Group
New York
$7.72M -$294K -3,910 -4%
MA
205
Mutual Advisors
Nebraska
$7.54M +$197K +2,614 +3%
BHFP
206
Blom & Howell Financial Planning
California
$7.51M +$801K +10,648 +13%
SWM
207
Spire Wealth Management
Virginia
$7.4M +$107K +1,417 +2%
KWA
208
Kingswood Wealth Advisors
California
$7.38M +$607K +8,074 +10%
CL
209
CLG LLC
California
$7.22M -$441K -5,866 -6%
CA
210
Calton & Associates
Florida
$7.17M -$144K -1,912 -2%
IIL
211
Insight Inv LLC
California
$7.1M +$130K +1,730 +2%
IWM
212
Iams Wealth Management
Nebraska
$7.09M +$879K +11,688 +15%
CCA
213
Cottonwood Capital Advisors
Utah
$7.07M -$28.7K -381 -0.4%
IWM
214
IMG Wealth Management
Florida
$7.06M +$256K +3,398 +4%
SAM
215
Smartleaf Asset Management
Massachusetts
$7.06M
BW
216
Bravera Wealth
North Dakota
$6.96M +$538K +7,160 +9%
WS
217
Wedbush Securities
California
$6.88M +$603K +8,022 +10%
CA
218
Claro Advisors
Massachusetts
$6.84M +$355K +4,725 +6%
MCA
219
Magnolia Capital Advisors
Mississippi
$6.69M +$161K +2,145 +3%
RBWA
220
RFG - Bristol Wealth Advisors
Massachusetts
$6.6M +$180K +2,397 +3%
TPA
221
Trivium Point Advisory
Connecticut
$6.59M +$6.12M +81,339 New
PAS
222
PKS Advisory Services
New York
$6.53M +$2.55M +33,866 +73%
LWP
223
LeClair Wealth Partners
Ohio
$6.49M +$6.02M +80,093 New
HIIFS
224
Harel Insurance Investments & Financial Services
Israel
$6.49M
TAM
225
Titleist Asset Management
Texas
$6.36M +$88.1K +1,171 +2%

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.