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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

802 managers (815 13F filers) reported a position in RDVY shares at 2026-06-30, 223,250,170 shares in all. 82 filers opened a position and 31 filers sold out during the quarter.

Managers
802
13F filers
815
New
82
Added
397
Reduced
228
Sold out
31
Shares held by filers
223,250,170

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC34,938,293$2.83B0.64%+2,606,15913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,627,246$1.67B0.09%-251,19813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,803,482$1.04B0.28%+459,19213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,683,451$1.03B0.18%+1,377,61913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,393,389$761M0.15%+52,19213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,458,152$605M0.04%+13,83713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,668,806$460M0.58%+57,00813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,556,372$450M+86,583Timeline
UBS Group AGgroup of 2 filers holding5,400,540$438M-131,788Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,392,002$437M0.07%+361,42413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,633,995$376M0.44%+221,27713F-HRTimelineGroup
Cetera Investment Advisers4,350,617$353M0.32%+306,47213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,728,404$302M-100,269Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,492,637$283M0.15%+379,96113F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,454,180$280M0.63%+223,98413F-HR/ATimeline
Private Advisor Group, LLC3,198,885$259M1.19%+595,69213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,674,445$217M0.18%+121,37913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,562,816$203M0.08%+457,13613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,796,860$146M0.17%+32,96013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,678,164$136M0.28%+320,41313F-HRTimeline
Janney Montgomery Scott LLC1,623,440$132M0.25%+74,62313F-HRTimeline
NewEdge Advisors, LLC1,481,721$120M0.36%+43,74713F-HRTimeline
BLAIR WILLIAM & CO/IL1,431,021$116M0.3%+550,19813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,406,881$114M0.06%+10,16913F-HRTimelineGroup
HighTower Advisors, LLC1,342,401$109M0.1%-181,85013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,259,445$102M0.61%+10,06713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,135,839$92.1M0.13%+8,94013F-HRTimelineGroup
Prospera Financial Services Inc1,105,561$89.6M1.3%-65,50113F-HRTimeline
Csenge Advisory Group1,066,840$86.5M3.52%+18,74613F-HRTimeline
D.A. DAVIDSON & CO.977,097$79.2M0.44%+24,51613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…967,545$78.4M0.12%-7613F-HRTimelineGroup
Integrated Wealth Concepts LLC958,929$77.7M0.38%+103,47613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP925,847$75M0.1%-108,16213F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.912,649$74M1%+25,42213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO870,819$70.1M<0.01%+97,65413F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC860,676$69.8M16.62%+55,35213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding823,779$66.8M+48,324Timeline
Arax Advisory Partners709,083$57.5M0.38%+228,48113F-HRTimeline
Steward Partners Investment Advisory, L…698,928$56.7M0.29%+129,73013F-HRTimeline
Aptus Capital Advisors, LLC669,631$54.3M0.4%+15,41413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC665,509$53.9M3.06%+20,11413F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC663,879$53.8M6.93%+43313F-HRTimeline
Paradiem, LLC610,726$49.5M10.67%new13F-HRTimeline
RVW Wealth, LLC586,906$47.6M3.13%+16,19613F-HRTimeline
Koshinski Asset Management, Inc.573,639$46.5M2.48%+9,14513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…577,642$46.4M0.08%+206,94113F-HRTimeline
Ascension Capital Advisors, Inc.565,306$45.8M12.87%-20,05913F-HRTimeline
Perennial Investment Advisors, LLC554,406$44.9M3%+35,39113F-HRTimeline
Financial Partners Group, Inc542,375$44M4.46%-65013F-HRTimeline
Horizon Advisory Services, Inc.523,280$42.4M17.89%-13,73213F-HRTimeline
Gladstone Institutional Advisory LLC520,450$42.2M1.33%+14,84513F-HRTimeline
Vestmark Advisory Solutions, Inc.506,198$41M0.39%-236,44413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC504,374$40.9M0.76%-218,46813F-HRTimeline
Rise Advisors, LLC490,602$39.8M11.19%+18,20613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC489,448$39.7M0.02%+58,93813F-HRTimelineGroup
First Heartland Consultants, Inc.488,517$39.6M2.56%+7,84613F-HRTimeline
Advance Capital Management, Inc.478,374$38.8M1.25%+405,02013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC468,651$38M0.35%+8,71013F-HRTimelineGroup
Bleakley Financial Group, LLC459,264$37.2M0.47%+14,36413F-HRTimeline
VestGen Advisors, LLC429,740$34.8M1.02%-1,23813F-HRTimeline
Hobart Private Capital, LLC428,601$34.7M5.96%-88,00613F-HRTimeline
Foundations Investment Advisors, LLC423,202$34.3M0.35%+23,88713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\406,393$32.9M0.04%+21,21013F-HRTimelineGroup
PARK NATIONAL CORP /OH/403,681$32.7M0.92%+25,58013F-HRTimeline
Next Level Private LLC378,597$30.7M6.01%+16,04213F-HRTimeline
ODonnell Financial Services, LLC376,288$30.5M8.98%+14,14813F-HRTimeline
Western Wealth Management, LLC361,477$29.3M0.96%+7,76813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC357,875$29M0.54%-2,86413F-HRTimeline
&PARTNERS352,932$28.6M0.12%+21,11213F-HRTimeline
Sanctuary Advisors, LLC346,590$28.1M0.13%+21,51313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…346,073$28.1M0.24%+8,59213F-HRTimelineGroup
Sanchez Wealth Management Group336,354$27.3M4.78%+10,59013F-HRTimeline
Intellus Advisors LLC331,858$26.9M3.27%-45613F-HRTimeline
Commonwealth Financial Services, LLC324,066$26.3M3.53%+148,86213F-HRTimeline
Crumly & Associates Inc.322,777$26.2M5.01%+16,86713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.299,667$24.3M2.43%+11,56313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED296,606$24M1.46%+26,51213F-HRTimeline
Pine Valley Investments Ltd Liability Co296,008$24M1.02%+9,53413F-HRTimeline
Valmark Advisers, Inc.290,555$23.6M0.25%-24,70413F-HRTimeline
Key Client Fiduciary Advisors, LLC285,320$23.1M6.74%+4,55613F-HRTimeline
Uniting Wealth Partners, LLC278,026$22.5M4.58%+8,02913F-HRTimeline
Geneos Wealth Management Inc.276,555$22.4M0.46%+7,09613F-HRTimeline
Sentinel Advisory Group, LLC275,966$22.4M9.13%+9,76613F-HRTimeline
IHT Wealth Management, LLC274,745$22.3M0.47%+30,18813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …267,847$21.7M0.23%+65,18913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.266,232$21.6M2.13%+125,86713F-HRTimeline
tru Independence LLC260,568$21.1M9.24%+3,12613F-HRTimeline
Tidemark, LLC260,567$21.1M4.75%-56,11513F-HRTimeline
Arkadios Wealth Advisors259,141$21M0.32%-140,80913F-HRTimeline
Kingsview Wealth Management, LLC254,845$20.7M0.25%-14,81513F-HRTimeline
Sigma Planning Corp252,822$20.5M0.52%-6,23013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC251,696$20.4M6%+7,76713F-HRTimeline
IFG Advisory, LLC246,860$20M0.7%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC241,606$19.6M0.48%-6,57513F-HRTimeline
Traction Financial Partners, LLC240,426$19.5M10.35%+2,64613F-HRTimeline
Chris Bulman Inc233,836$19M6.92%+18,56813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…231,642$18.8M0.53%+5,03013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC227,200$18.4M0.1%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC226,751$18.4M0.02%-812,53213F-HRTimelineGroup
Juno Financial Group LLC224,835$18.2M6.46%-5,06213F-HRTimeline
Napier Financial, LLC223,682$18.1M3.78%+1,99213F-HRTimeline
Peak Planning Group, LLC223,203$18.1M4.08%+9,91913F-HRTimeline
BEACON FINANCIAL GROUP222,060$18M1.64%-9,70813F-HRTimeline
Walkner Condon Financial Advisors LLC218,305$17.7M2.04%+9,22813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO216,558$17.6M1.45%+1,51413F-HRTimeline
Per Stirling Capital Management, LLC.215,875$17.5M1.67%-1,32813F-HRTimeline
Spectrum Wealth Advisory Group, LLC214,395$17.4M4.95%-317,64513F-HRTimeline
Bluespring Wealth Management, LLC214,373$17.4M0.33%new13F-HRTimeline
PINNACLE ASSOCIATES LTD211,788$17.2M0.19%+3,26513F-HRTimeline
SMITH, MOORE & CO.210,243$17M1.11%+9,85313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management205,160$16.6M0.17%+19,51113F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC198,532$16.1M5.04%+28,14113F-HRTimeline
Mainsail Financial Group, LLC196,615$15.9M5.41%+22,15013F-HRTimeline
DAVENPORT & Co LLC195,511$15.8M0.08%+31,50213F-HRTimeline
Stonebridge Financial Group, LLC/CA194,317$15.8M2.18%13F-HRTimeline
GSG Advisors LLC194,151$15.7M3.46%+5,09613F-HRTimeline
Petix & Botte Co193,726$15.7M3.16%+103,02813F-HRTimeline
J.W. COLE ADVISORS, INC.193,707$15.7M0.27%+39,27613F-HRTimeline
Plotkin Financial Advisors, LLC193,183$15.7M6.5%+2,54613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp189,286$15.3M0.26%+5,98313F-HRTimelineGroup
Merit Financial Group, LLC188,051$15.2M0.09%-24,40113F-HR/ATimeline
RFG Advisory, LLC185,203$15M0.23%-46,22113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC185,045$15M0.72%+8,97113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC184,763$15M0.03%+32313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC184,471$15M0.57%+18,72113F-HRTimeline
Wagner Wealth Management, LLC183,014$14.8M2.74%+1,09613F-HRTimeline
AJ Advisors, LLC180,710$14.6M4.55%+1,96313F-HRTimeline
United Advisor Group, LLC179,331$14.5M1.54%+5,26413F-HRTimeline
Cornerstone Wealth Management, LLC177,837$14.4M0.62%-55613F-HRTimeline
Atria Investments, Inc176,381$14.3M0.14%+2,06513F-HRTimeline
HBW ADVISORY SERVICES LLC174,558$14.1M1.28%+17,34513F-HRTimeline
Farther Finance Advisors, LLC168,167$13.6M0.11%+2,10313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.167,798$13.6M3.89%+8,54013F-HRTimeline
CITY HOLDING CO163,516$13.3M1.5%+14,09713F-HRTimeline
PFG Advisors160,875$13M0.66%-22,80513F-HRTimeline
Total Clarity Wealth Management, Inc.160,345$13M2.53%+38,50913F-HRTimeline
O'Connor Financial Group LLC156,498$12.7M4.49%+1,33913F-HRTimeline
Legacy Capital Wealth Partners, LLC161,249$12.5M2.39%-85113F-HRTimeline
Kovack Advisors, Inc.154,095$12.4M0.6%-1,09813F-HRTimeline
Global Retirement Partners, LLC152,469$12.4M0.19%13F-HRTimeline
Weitzel Financial Services, Inc.152,954$12.2M4.15%+4,52013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …149,633$12.1M0.23%+4,81113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC149,402$12.1M0.15%+7,16713F-HRTimelineGroup
Vise Technologies, Inc.148,203$12M0.14%-15,01913F-HRTimeline
Summit Financial, LLC146,801$11.9M0.13%+33213F-HRTimeline
Scarborough Advisors, LLC150,748$11.8M1.36%-76,55913F-HRTimeline
World Investment Advisors168,498$11.7M0.19%-42513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC143,165$11.6M5.35%-63413F-HRTimeline
Sovereign Financial Group, Inc.140,213$11.4M1.74%+2,57813F-HRTimeline
TSFG, LLC138,372$11.2M1.41%+4,46413F-HRTimeline
Rockport Wealth LLC137,702$11.2M1.88%+18,21113F-HRTimeline
Meridian Wealth Management, LLC136,876$11.1M0.34%+5,51113F-HRTimeline
Compass Financial Services Inc136,465$11.1M4.13%+5,79113F-HRTimeline
Gaddis Premier Wealth Advisors LLC135,538$11M6.7%+6,80213F-HRTimeline
Gateway Wealth Partners, LLC133,659$10.8M0.65%-115,48113F-HRTimeline
Mach-1 Financial Group, LLC133,012$10.8M4.18%+2013F-HRTimeline
Fairway Financial, LLC131,657$10.7M7.3%+26313F-HRTimeline
Focus Financial Network, Inc.131,584$10.7M0.33%+37013F-HRTimeline
Triumph Capital Management130,845$10.6M1.92%-91113F-HRTimeline
Harvest Investment Services, LLC130,811$10.6M1.64%+16,25013F-HRTimeline
HFG Advisors, Inc.129,507$10.5M6.55%+3,11113F-HRTimeline
N.E.W. Advisory Services LLC129,308$10.5M0.7%+3,38613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…128,827$10.4M0.62%-2,87913F-HRTimeline
AE Wealth Management LLC127,709$10.4M0.05%+27,48713F-HRTimeline
Invst, LLC127,118$10.3M1%+8,88413F-HRTimeline
Accel Wealth Management126,515$10.3M2.31%+11,86813F-HRTimeline
MGO ONE SEVEN LLC126,252$10.2M0.17%+11,12413F-HRTimeline
Proactive Wealth Strategies LLC126,221$10.2M1.64%-1,05013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding125,006$10.1M-47,473Timeline
NESTEGG ADVISORS, INC.124,730$10.1M7.15%+10,91013F-HRTimeline
Huntleigh Advisors, Inc.124,358$10.1M1.41%+5,81113F-HRTimeline
Avidian Wealth Enterprises, LLC123,839$10M0.28%-1,25913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…121,342$9.84M0.11%-5313F-HRTimelineGroup
Frederick Financial Consultants, LLC121,227$9.83M4.17%+4,75913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…121,182$9.82M6.61%+1,80013F-HRTimeline
COZAD ASSET MANAGEMENT INC118,662$9.62M0.62%+2,84513F-HRTimeline
Envision Financial LLC118,126$9.58M4.41%+6,28413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC118,051$9.57M2.69%+5,89113F-HRTimeline
StoneCrest Wealth Management, Inc.117,964$9.56M3.06%-16913F-HRTimeline
Guided Capital Wealth Management, LLC117,421$9.52M5.57%+36913F-HRTimeline
Virtus Wealth Solutions LLC117,397$9.52M1.29%-8,06413F-HRTimeline
Milestones Private Investment Advisors …117,367$9.51M7.58%+88,54713F-HRTimeline
IFP Advisors, Inc117,303$9.51M0.17%-7,35413F-HRTimeline
Golden State Wealth Management, LLC116,217$9.42M0.86%-71,29313F-HRTimeline
Certified Advisory Corp115,835$9.39M0.76%+4,78013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…115,506$9.36M0.31%-1,96313F-HRTimelineGroup
Solano Wealth Investment Advisors LLC115,413$9.36M4.26%-2,62013F-HRTimeline
OneDigital Investment Advisors LLC114,129$9.25M0.08%+14,58413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…113,809$9.23M0.19%+71,83313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC113,553$9.2M0.2%+20,70213F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…113,228$9.18M0.55%+4,25013F-HRTimeline
Qube Research & Technologies Ltd110,258$8.94M0.01%-87,93313F-HRTimeline
Ausdal Financial Partners, Inc.109,077$8.84M0.35%-1,45213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…107,924$8.75M1.33%-34213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers103,679$8.4M0.01%+28,68313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.103,577$8.4M0.13%+5,08213F-HRTimeline
SMART Wealth LLC103,047$8.35M1.8%-13,24913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC102,856$8.34M0.13%+7313F-HRTimeline
Centennial Wealth Advisory LLC100,232$8.13M1.75%+2,43213F-HRTimeline
ARVEST INVESTMENTS, INC.97,757$7.92M0.96%+5,70913F-HRTimeline