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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

806 managers (819 13F filers) reported a position in RDVY shares at 2026-06-30, 223,037,033 shares in all. 82 filers opened a position and 32 filers sold out during the quarter.

Managers
806
13F filers
819
New
82
Added
397
Reduced
230
Sold out
32
Shares held by filers
223,037,033

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
Premier Private Wealth Management LLC96,741$7.84M6.86%+1,13513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.95,308$7.72M0.31%-3,91013F-HRTimelineGroup
Mutual Advisors, LLC93,079$7.54M0.14%+2,61413F-HRTimeline
Blom & Howell Financial Planning, Inc.92,702$7.51M6.26%+10,64813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management91,309$7.4M0.22%+1,41713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC91,029$7.38M0.3%+8,07413F-HRTimeline
CLG LLC89,030$7.22M1.58%-5,86613F-HRTimeline
CALTON & ASSOCIATES, INC.88,508$7.17M1.05%-1,91213F-HRTimeline
Insight Inv LLC87,609$7.1M3.35%+1,73013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC87,485$7.09M2.13%+11,68813F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC87,248$7.07M4.26%-38113F-HRTimeline
IMG Wealth Management, Inc.87,152$7.06M3.94%+3,39813F-HRTimeline
Smartleaf Asset Management LLC87,714$7.06M0.23%013F-HRTimeline
Bravera Wealth85,803$6.96M2.67%+7,16013F-HRTimeline
WEDBUSH SECURITIES INC84,936$6.88M0.18%+8,02213F-HRTimeline
Claro Advisors Inc.84,343$6.84M0.72%+4,72513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC82,581$6.69M1.15%+2,14513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC81,388$6.6M1.59%+2,39713F-HRTimeline
Trivium Point Advisory, LLC81,339$6.59M0.6%new13F-HRTimeline
PKS Advisory Services, LLC80,575$6.53M1.04%+33,86613F-HRTimeline
LeClair Wealth Partners LLC80,093$6.49M3.36%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…80,000$6.49M0.03%013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC78,447$6.36M0.43%+1,17113F-HRTimeline
Graney & King, LLC77,661$6.3M2.26%+6,21213F-HRTimeline
Performance Wealth Partners, LLC77,411$6.27M0.16%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…76,916$6.23M0.21%+8,94613F-HRTimelineGroup
Modern Wealth Management, LLC75,898$6.15M0.07%+37,45313F-HRTimeline
Ethos Financial Group, LLC76,501$6.11M0.41%+5,14913F-HRTimeline
Stonebridge Financial Planning Group, L…74,931$6.07M1.93%+4,95013F-HRTimeline
Fairvoy Private Wealth, LLC74,875$6.07M1.23%+39,34613F-HRTimeline
BlueChip Wealth Advisors LLC74,587$6.05M2.29%-39213F-HRTimeline
Waverly Advisors, LLC74,407$6.03M0.04%+70,80913F-HRTimeline
Quantinno Capital Management LP73,702$5.97M0.01%+11,88313F-HRTimeline
NI ACQUISITIONS COMPANY, LLC77,617$5.95M2.54%13F-HRTimeline
Five Pine Wealth Management72,969$5.91M3.35%+76113F-HRTimeline
Lineweaver Wealth Advisors, LLC72,903$5.91M0.7%-99213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC72,544$5.88M0.3%+3,00713F-HRTimeline
WealthCare Investment Partners, LLC71,866$5.83M1.41%+26313F-HRTimeline
ABLE Financial Group, LLC71,858$5.82M0.98%-8,36613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding71,314$5.78M+3,329Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC71,292$5.78M2.4%-1,80813F-HRTimeline
LVZ, Inc.70,880$5.75M0.58%-2,03513F-HRTimeline
Perigon Wealth Management, LLC70,822$5.74M0.09%-1,19913F-HRTimeline
Vision Retirement, LLC69,597$5.64M1.36%+9,94213F-HRTimeline
Avior Wealth Management, LLC69,327$5.62M0.15%-30,40713F-HRTimeline
Xcelsior Advisor Partners LLC69,301$5.62M0.74%new13F-HRTimeline
Guilbault Capital LLC69,174$5.61M5.63%-1,56013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…68,391$5.54M0.01%+2,21113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV67,706$5.49M0.26%+1,83913F-HRTimeline
WILLNER & HELLER, LLC67,620$5.48M3.43%-15813F-HRTimeline
Braun-Bostich & Associates Inc.67,095$5.44M3.04%+67413F-HRTimeline
CRUX WEALTH ADVISORS67,080$5.44M1.88%+58313F-HRTimeline
Triad Wealth Partners, LLC66,296$5.42M0.32%+22,47513F-HRTimeline
Mattern Wealth Management LLC66,401$5.38M0.88%+10,00013F-HRTimeline
CARLSON FINANCIAL, INC.64,855$5.26M2.68%-2,41313F-HRTimeline
WCG Wealth Advisors LLC64,524$5.23M0.12%+9,09213F-HRTimeline
Merkkuri Wealth Advisors LLC64,393$5.22M3.24%+4,20713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,884$5.1M<0.01%-1,44813F-HRTimelineGroup
Creative Planningin group Creative Planning62,784$5.09M<0.01%+2,28113F-HRTimelineGroup
Ergawealth Advisors, Inc.62,474$5.06M1.97%-1,70713F-HRTimeline
Goldstone Financial Group, LLC62,360$5.05M0.46%-2,09113F-HRTimeline
HighPoint Advisor Group LLC62,297$5.05M0.18%-1,50713F-HRTimeline
Ballew Advisors, Inc62,732$5.03M2.6%+8,96613F-HRTimeline
NewEdge Wealth, LLC61,975$5.02M0.05%-1,92813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding61,805$5.01M-206Timeline
Mayflower Financial Advisors, LLC61,729$5M0.43%+8,31913F-HRTimeline
FMR LLCin group FMR LLC61,431$4.98M<0.01%+4,46413F-HRTimelineGroup
Orion Porfolio Solutions, LLC61,400$4.98M0.04%-16,15813F-HRTimeline
Snowden Capital Advisors LLC60,293$4.89M0.12%-17,85613F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding60,285$4.89M+7,260Timeline
Crusonia Wealth Advisors LLC59,835$4.85M0.8%+23813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV57,182$4.64M0.01%-2,58413F-HR/ATimeline
DHJJ Financial Advisors, Ltd.57,154$4.63M1.34%-4413F-HRTimeline
Main Street Financial Solutions, LLC56,920$4.61M0.3%-33613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…56,748$4.6M1.67%+3,49313F-HRTimeline
Eldridge Investment Advisors, Inc.56,603$4.59M0.91%-1,75613F-HRTimeline
Allworth Financial LP55,955$4.54M0.02%+1,13213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC55,734$4.52M0.03%-1,79613F-HRTimelineGroup
Larson Financial Group LLC54,844$4.45M0.12%+4,76613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54,770$4.44M0.21%+5,90113F-HRTimeline
TBH Global Asset Management, LLC54,671$4.43M0.81%+9,76713F-HRTimeline
Capital Asset Advisory Services LLC53,387$4.33M0.16%-19413F-HRTimeline
Betterment LLC53,119$4.31M0.01%+1,77813F-HRTimeline
INTEGRITY ALLIANCE, LLC.53,009$4.3M0.14%+11,29713F-HRTimeline
Wisconsin Wealth Advisors, LLC52,758$4.28M3.66%+11313F-HRTimeline
Hilton Head Capital Partners, LLC52,460$4.25M2.14%+14,72813F-HRTimeline
Global Assets Advisory, LLC52,469$4.23M0.92%new13F-HRTimeline
Stegent Equity Advisors, Inc.52,217$4.23M3.03%-91613F-HRTimeline
Southland Equity Partners LLC52,128$4.23M0.74%+80713F-HRTimeline
Ignite Planners, LLC52,067$4.22M0.58%+5,41313F-HRTimeline
TrueWealth Advisors, LLC50,754$4.11M0.93%+3,55213F-HRTimeline
Asset Allocation Strategies LLC49,146$3.98M0.61%+6713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC48,315$3.92M1.18%+2,45713F-HRTimelineGroup
Purus Wealth Management, LLC47,806$3.88M1.07%-2,17713F-HRTimeline
PCG Wealth Advisors, LLC47,301$3.83M0.86%+2,34613F-HRTimeline
IFS Group,LLC47,196$3.83M5.25%+5,25913F-HRTimeline
Ashton Thomas Private Wealth, LLC46,693$3.78M0.08%+3,79813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC46,292$3.75M1.49%-1,99213F-HRTimeline
PCA Investment Advisory Services Inc.46,088$3.74M1.04%+4213F-HRTimeline
Keystone Financial Group45,782$3.71M0.22%+4,37813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…45,709$3.71M0.07%-4,28113F-HRTimelineGroup
TD Capital Management LLC45,458$3.68M0.3%+6,79313F-HRTimeline
APS Management Group, Inc.44,894$3.64M2.8%-61313F-HRTimeline
Continuum Advisory, LLC44,426$3.6M0.29%+20,94813F-HRTimeline
Capital Investment Advisory Services, L…43,636$3.54M0.22%+12,68113F-HRTimeline
Keating Financial Advisory Services, In…43,550$3.53M0.46%+4,31313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…43,493$3.53M0.08%+4,22513F-HRTimelineGroup
SFG Wealth Management, LLC.43,178$3.5M1.26%-1,66813F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC41,321$3.35M1.13%-2013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…41,279$3.35M0.37%-94413F-HRTimeline
PRIVATE TRUST CO NA40,840$3.31M0.26%-97013F-HRTimeline
CENTAURUS FINANCIAL, INC.39,688$3.22M0.13%+16,55113F-HRTimeline
Cedrus Wealth Group LLC39,581$3.21M2.8%-8,52313F-HRTimeline
Sun Financial Inc38,401$3.19M1.51%-40113F-HRTimeline
Atlas Wealth LLC39,020$3.16M0.45%-113F-HRTimeline
Perissos Private Wealth Management, LLC39,003$3.16M2.13%+5,98013F-HRTimeline
Wagner Wealth Management, Corp38,955$3.16M2.55%+1,61313F-HRTimeline
Benson Wealth Management INC38,892$3.15M3.17%-2,02613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38,798$3.14M1.3%+5,08913F-HRTimelineGroup
Rehmann Capital Advisory Group35,052$3.09M0.14%+10,59913F-HRTimeline
LANARK FINANCIAL, INC.37,844$3.07M0.21%-82713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC37,752$3.06M0.29%new13F-HRTimelineGroup
Davis Investment Partners, LLC37,694$3.06M0.93%-19713F-HRTimeline
Platform Technology Partners37,453$3.04M0.5%+5,78213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC37,238$3.02M0.68%+67413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,113$3.01M0.02%+19713F-HRTimelineGroup
Beaumont Financial Advisors, LLC36,865$2.99M0.19%-88713F-HRTimeline
Balefire, LLC36,818$2.98M0.49%-3,26913F-HRTimeline
ProVise Management Group, LLC36,711$2.98M0.2%+2,98713F-HRTimeline
OPINICUS CAPITAL, INC.36,620$2.97M1.59%+17,92313F-HRTimeline
Advisory Alpha, LLC36,103$2.93M0.07%-2,96813F-HRTimeline
WEALTH EFFECTS LLC35,784$2.9M0.78%+10313F-HRTimeline
Beacon Financial Advisory LLC35,571$2.88M0.57%+4,39213F-HRTimeline
Catalyst Investment Management LLC35,071$2.84M2.58%+4,90813F-HRTimeline
Concorde Asset Management, LLC34,831$2.82M1.63%-2,43913F-HRTimeline
EdgeRock Capital LLC34,789$2.82M0.64%+91013F-HRTimeline
CERTUITY, LLC34,362$2.79M0.14%+86413F-HRTimeline
Advisory Services Network, LLC34,035$2.76M0.03%+6,89613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,944$2.75M<0.01%+5,55813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC33,063$2.68M0.03%-4613F-HRTimeline
Genesee Capital Advisors, LLC32,943$2.67M0.84%-44,61913F-HRTimeline
BARRETT & COMPANY, INC.32,694$2.65M0.74%-2613F-HRTimeline
MTM Investment Management, LLC32,305$2.62M0.75%+13613F-HRTimeline
Clear Creek Financial Management, LLC31,646$2.57M0.16%+2,14913F-HRTimeline
Darwin Wealth Management, LLC31,546$2.56M0.7%+72913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC31,410$2.55M1.55%+2,00113F-HRTimeline
Family Manage LLC31,385$2.54M0.27%+1,54313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …31,048$2.51M1.22%-53113F-HRTimeline
Copper Harbor Investment Advisors, LLC30,834$2.5M0.53%13F-HRTimeline
Cypress Wealth Services, LLC30,792$2.5M0.31%-4,74013F-HRTimeline
DAGCO, INC.30,680$2.49M0.46%+2,07113F-HRTimeline
Centerpoint Advisory Group30,611$2.48M1.57%-38513F-HRTimeline
17 CAPITAL PARTNERS, LLC30,518$2.47M1.12%+1,74113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …29,961$2.43M0.02%+74013F-HRTimelineGroup
AdvisorNet Financial, Inc29,778$2.41M0.11%+2913F-HRTimeline
Holistic Financial Partners29,758$2.41M1.47%-30,70013F-HRTimeline
UPTICK PARTNERS, LLC29,556$2.4M0.37%+3,77713F-HRTimeline
LYNCH & ASSOCIATES/IN29,441$2.39M0.42%+3,48513F-HRTimeline
Sequent Planning LLC29,395$2.38M0.51%-5,85713F-HRTimeline
Intrua Financial, LLC29,284$2.37M0.22%+1,74613F-HRTimeline
Savvy Advisors, Inc.29,146$2.36M0.05%+48213F-HRTimeline
WPG Advisers, LLC28,875$2.34M1.38%+6,32113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,761$2.33M<0.01%013F-HRTimelineGroup
Serenity Investment Advisors28,004$2.28M0.97%+7,11613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,915$2.26M<0.01%+3,95113F-HRTimelineGroup
Owen LaRue, LLC27,768$2.25M0.78%+7,46413F-HRTimeline
True Blue Financial, LLC27,751$2.25M0.95%+4,52313F-HRTimeline
Medallion Wealth Advisors, LLC27,696$2.24M0.71%+7513F-HRTimeline
Everest Financial Group LLC27,570$2.23M0.3%-18013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV27,504$2.23M1.64%+1,14213F-HRTimeline
American Financial Advisors, LLC27,399$2.22M0.27%-27113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC27,097$2.2M0.37%+11,41613F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…28,938$2.19M1.64%-2,08613F-HRTimeline
HUB Investment Partners, LLC26,940$2.18M0.04%new13F-HRTimeline
Pinnacle Family Advisors, LLC26,861$2.18M0.91%-3,25013F-HRTimeline
ORBA Wealth Advisors, L.L.C.26,824$2.17M1.86%-4,37313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …26,819$2.17M0.1%-1,41013F-HRTimelineGroup
Beacon Pointe Advisors, LLC26,685$2.16M0.01%+1,74213F-HRTimeline
National Wealth Management Group, LLC26,415$2.14M0.66%-1,13813F-HRTimeline
L & S Advisors Inc26,145$2.12M0.22%+20913F-HRTimeline
Ellsworth Advisors, LLC26,353$2.11M0.35%+11413F-HRTimeline
Triton Wealth Management, PLLC26,786$2.11M0.65%-96213F-HRTimeline
Southern Financial Group, LLC25,284$2.05M0.52%+2,62613F-HRTimeline
Keystone Wealth Services, LLC25,274$2.05M0.38%-1,87313F-HRTimeline
MAI Capital Management24,963$2.02M0.01%+5,20313F-HRTimeline
GTS SECURITIES LLC24,894$2.02M0.04%new13F-HRTimeline
Strategic Blueprint, LLC24,875$2.02M0.1%+53813F-HRTimeline
Pitti Group Wealth Management, LLC24,800$2.01M1.46%+1513F-HRTimeline
Topsail Wealth Management, LLC24,433$1.98M0.25%+44813F-HRTimeline
Prism Advisors, Inc.24,194$1.96M0.48%+10513F-HRTimeline
Appalachian Capital Management Ltd24,049$1.95M1.41%+53613F-HRTimeline
Grantvest Financial Group LLC23,741$1.92M1.12%+42313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd23,437$1.9M0.02%new13F-HRTimelineGroup
Prosperity Consulting Group, LLC22,475$1.82M0.07%+3,51613F-HRTimeline
Element Wealth, LLC22,443$1.82M0.68%-2,35413F-HRTimeline
Morey & Quinn Wealth Partners, LLC22,206$1.8M1.16%-7413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.22,155$1.8M0.01%+16,96413F-HR/ATimeline
Boyer Financial Services, Inc.22,398$1.79M1.52%-26613F-HRTimeline
Parallel Advisors, LLC22,049$1.79M0.03%+9,93813F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,875$1.77M0.24%+35313F-HRTimeline