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First Trust Rising Dividend Achievers ETF

807 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 (+$3.34B)

13% more funds holding in top 10

Funds holding in top 10: 8394 (+11)

6% more funds holding

Funds holding: 763807 (+44)

0.04% less ownership

Funds ownership: 74.28%74.24% (-0.04%)

Holders
807
Holders Change
+44
Holders Change %
+5.77%
% of All Funds
9.76%
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
LPL Financial
1
LPL Financial
California
$2.83B +$196M +2,606,159 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.67B -$18.9M -251,198 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$1.04B +$34.5M +459,192 +4%
Wells Fargo
4
Wells Fargo
California
$1.03B +$104M +1,377,619 +12%
Ameriprise
5
Ameriprise
Minnesota
$761M +$3.93M +52,192 +0.6%
Bank of America
6
Bank of America
North Carolina
$605M +$1.04M +13,837 +0.2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$460M +$4.29M +57,008 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$446M +$6.52M +86,684 +2%
UBS Group
9
UBS Group
Switzerland
$438M -$9.81M -130,457 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$437M +$27.2M +361,424 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$376M +$16.6M +221,277 +5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$353M +$23M +306,472 +8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$283M +$28.6M +379,961 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$280M +$16.8M +223,984 +7%
PAG
15
Private Advisor Group
New Jersey
$259M +$44.8M +595,692 +23%
KAS
16
Kestra Advisory Services
Texas
$224M -$9.26M -123,134 -4%
Stifel Financial
17
Stifel Financial
Missouri
$217M +$9.13M +121,379 +5%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$203M +$34.4M +457,136 +22%
Truist Financial
19
Truist Financial
North Carolina
$146M +$2.48M +32,960 +2%
MML Investors Services
20
MML Investors Services
Massachusetts
$136M +$24.1M +320,413 +24%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$132M +$5.61M +74,623 +5%
NA
22
NewEdge Advisors
Louisiana
$120M +$3.29M +43,747 +3%
William Blair & Company
23
William Blair & Company
Illinois
$116M +$41.4M +550,198 +62%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$114M +$765K +10,169 +0.7%
HighTower Advisors
25
HighTower Advisors
Illinois
$109M -$13.7M -181,850 -12%

RDVY Hedge Fund Activity: Q2 2026 in Review

807 of the 8,266 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.

  • 807 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.