First Trust Rising Dividend Achievers ETF
RDVY
819 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 95 funds opening new positions, 397 increasing their positions, 230 reducing their positions, and 32 closing their positions.
197% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 32
73% more repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 230
23% more capital invested
Capital invested by funds: $14.7B → $18.1B (+$3.33B)
13% more funds holding in top 10
Funds holding in top 10: 84 → 95 (+11)
7% more funds holding
Funds holding: 768 → 819 (+51)
0.09% less ownership
Funds ownership: 74.32% → 74.22% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$196M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$104M |
| 3 |
P
Paradiem
Covington,
Louisiana
|
+$45.9M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$44.8M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$63.3M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$61.1M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$35.7M |
| 4 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
-$23.9M |
| 5 |
Morgan Stanley
New York
|
-$18.9M |
RDVY Hedge Fund Activity: Q2 2026 in Review
819 of the 8,345 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: 95 funds opened new RDVY positions and 32 closed out — a net gain of 63 holders — while 397 added to existing stakes and 230 trimmed.
The largest buyer was LPL Financial, adding an estimated $196M. The largest seller was Two Sigma Investments, cutting an estimated $63.3M.
- 819 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2026, up from 768 in Q1 2026.
- Funds reported $18.1B of First Trust Rising Dividend Achievers ETF stock for Q2 2026, up 23% quarter-over-quarter.
- 95 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2026 and 32 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.