Skip to content
Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

Follow

RISNG DIVD ACHIV (fund)

645 managers (654 13F filers) reported a position in RDVY shares at 2024-12-31, 155,539,015 shares in all. 47 filers opened a position and 33 filers sold out during the quarter.

Managers
645
13F filers
654
New
47
Added
295
Reduced
168
Sold out
33
Shares held by filers
155,539,015

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Allworth Financial LP64,274$4.03M0.02%-1,71213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC67,077$3.97M0.46%+51713F-HRTimeline
Proactive Wealth Strategies LLC66,251$3.92M2.04%+3,69713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC64,281$3.8M2.08%-8,74313F-HRTimeline
Orion Porfolio Solutions, LLC64,132$3.79M0.04%+17,23513F-HRTimeline
Orion Portfolio Solutions, LLC64,132$3.79M0.04%+17,23513F-HRTimeline
Wolf Group Capital Advisors79,659$3.75M1.82%013F-HRTimeline
Atria Investments, Inc63,134$3.73M0.05%+3,58113F-HRTimeline
Capital Asset Advisory Services LLC61,719$3.68M0.18%+21713F-HRTimeline
Mattern Wealth Management LLC61,401$3.63M0.8%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…61,301$3.63M0.73%+31,00013F-HRTimeline
Braun-Bostich & Associates Inc.61,266$3.62M2.61%-2,52213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC61,198$3.62M0.29%+4,08413F-HR/ATimeline
San Luis Wealth Advisors LLC61,067$3.61M0.68%+4,76313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…60,243$3.56M0.53%+2,45713F-HRTimeline
Insight Inv LLC59,734$3.53M2.46%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC59,578$3.52M0.88%+1,15513F-HRTimelineGroup
WealthCare Investment Partners, LLC59,660$3.52M1.54%+34413F-HRTimeline
Certified Advisory Corp59,408$3.51M0.38%+11,63313F-HRTimeline
Envision Financial LLC59,154$3.5M2.8%13F-HR/ATimeline
Main Street Financial Solutions, LLC56,476$3.34M0.33%+62913F-HRTimeline
Alliance Wealth Advisors, LLC56,082$3.32M1.9%+1,40213F-HRTimeline
Walkner Condon Financial Advisors LLC56,027$3.31M0.67%+3,38913F-HRTimeline
Family Manage LLC55,995$3.31M0.54%+1,31613F-HRTimeline
Mutual Advisors, LLC52,551$3.25M0.09%+76713F-HRTimeline
Northwest Financial Advisors54,223$3.21M2.65%+3,94013F-HRTimeline
Gateway Wealth Partners, LLC53,943$3.19M0.83%-18,22113F-HRTimeline
IMG Wealth Management, Inc.53,497$3.16M2.93%13F-HRTimeline
WILLNER & HELLER, LLC52,983$3.13M2.74%+1,06813F-HRTimeline
ARVEST INVESTMENTS, INC.52,752$3.12M0.5%+1,06613F-HRTimeline
Wisconsin Wealth Advisors, LLC52,720$3.12M4.6%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding52,605$3.11M-988Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,401$3.1M<0.01%+14,74813F-HRTimelineGroup
Goldstone Financial Group, LLC52,007$3.08M0.48%+3,87013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC51,823$3.06M0.23%+28,92713F-HRTimeline
Southland Equity Partners LLC51,576$3.05M0.71%+313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC51,498$3.05M0.27%+76413F-HRTimeline
Visionary Wealth Advisors50,965$3.01M0.18%+3,94813F-HRTimeline
Purus Wealth Management, LLC50,113$2.96M1.17%-1,34813F-HRTimeline
L.M. KOHN & COMPANY49,240$2.91M0.75%-2,82913F-HRTimeline
Accel Wealth Management48,907$2.89M1.1%+3,36213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,199$2.85M0.09%+4,10113F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV47,623$2.82M1.1%13F-HRTimeline
Beaumont Financial Advisors, LLC47,049$2.78M0.21%-53913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…44,355$2.78M0.16%+2,01413F-HRTimeline
NewEdge Wealth, LLC46,893$2.77M0.05%-13,67813F-HRTimeline
Davis Investment Partners, LLC46,650$2.75M1.16%013F-HRTimeline
Sandy Spring Bank46,248$2.74M0.11%+11,40613F-HRTimeline
AE Wealth Management LLC46,158$2.73M0.02%+78313F-HRTimeline
Modern Wealth Management, LLC46,025$2.72M0.1%new13F-HR/ATimeline
EdgeRock Capital LLC46,017$2.72M1.78%+9,14813F-HRTimeline
Capital Investment Advisory Services, L…45,250$2.68M0.26%-1,61613F-HRTimeline
Eldridge Investment Advisors, Inc.43,656$2.58M0.6%-74513F-HRTimeline
PCA Investment Advisory Services Inc.43,267$2.56M1.18%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC42,639$2.52M1.27%+12813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,517$2.51M0.1%-3,92813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…42,387$2.51M0.06%+6,35113F-HRTimelineGroup
Claris Financial LLC41,935$2.48M1.63%13F-HRTimeline
TBH Global Asset Management, LLC41,717$2.47M0.58%-10,80113F-HRTimeline
Merit Financial Group, LLC40,698$2.41M0.04%+2,13213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…40,637$2.4M0.47%+74313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.40,265$2.38M0.08%+44413F-HRTimeline
MGO ONE SEVEN LLC39,904$2.36M0.09%+4,31413F-HRTimeline
Beck Bode, LLC39,713$2.35M0.43%-21,56413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV39,153$2.32M0.17%-3,89113F-HRTimeline
WORLD EQUITY GROUP, INC.39,098$2.31M0.5%-5,89413F-HRTimeline
Keystone Financial Group38,364$2.27M0.22%-49813F-HRTimeline
Advisory Alpha, LLC38,357$2.27M0.08%-4,10613F-HRTimeline
SteelPeak Wealth, LLC38,021$2.25M0.09%+78213F-HRTimeline
LEIGH BALDWIN & CO., LLC37,873$2.24M1.89%13F-HR/ATimeline
AMERIFLEX GROUP, INC.35,191$2.2M1.01%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …36,627$2.17M0.18%-24,53713F-HR/ATimeline
EPG Wealth Management LLC36,455$2.16M0.57%-2,44513F-HRTimeline
Ausdal Financial Partners, Inc.36,401$2.15M0.19%+42713F-HRTimeline
Betterment LLC35,869$2.12M0.01%+15,62913F-HRTimeline
TrueWealth Advisors, LLC35,615$2.11M0.7%+1,37013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC35,053$2.07M0.88%+2,39213F-HRTimeline
WEALTH EFFECTS LLC34,830$2.06M0.73%+20013F-HRTimeline
Trivium Point Advisory, LLC34,723$2.05M0.26%+4,71613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,657$2.05M0.01%-25,57913F-HRTimeline
MTM Investment Management, LLC34,234$2.02M0.78%-25013F-HRTimeline
Centerpoint Advisory Group34,074$2.02M1.95%13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC33,657$1.99M1.24%new13F-HRTimeline
Snowden Capital Advisors LLC33,488$1.98M0.06%-20,37013F-HRTimeline
Apexium Financial, LP32,374$1.91M0.12%-2,15713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,135$1.9M<0.01%-191,11113F-HRTimelineGroup
Larson Financial Group LLC31,110$1.84M0.1%+2,65313F-HRTimeline
BARRETT & COMPANY, INC.30,904$1.83M0.77%+61113F-HRTimeline
Perissos Private Wealth Management, LLC30,627$1.81M1.35%+14,19113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC30,500$1.8M0.01%new13F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC30,183$1.79M0.59%13F-HRTimeline
Owen LaRue, LLC30,138$1.78M0.93%+7,07813F-HRTimeline
Hirtle & Co., LLC30,000$1.77M0.07%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…29,547$1.75M0.63%+2,36313F-HRTimeline
Advisory Services Network, LLC29,310$1.73M0.03%-2,42913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,125$1.72M0.03%+10,88813F-HRTimelineGroup
Lion Street Advisors, LLC28,665$1.7M0.54%+1,09313F-HRTimeline
AdvisorNet Financial, Inc28,143$1.66M0.14%+1,43713F-HRTimeline
Atlas Wealth LLC27,328$1.62M0.61%+6,52013F-HRTimeline
PCG Wealth Advisors, LLC27,207$1.61M0.59%+2,53713F-HRTimeline
Virtus Wealth Solutions LLC27,006$1.6M0.38%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,948$1.59M-18,012Timeline
Root Financial Partners, LLC26,603$1.57M0.2%-2,41313F-HRTimeline
FMR LLCin group FMR LLC26,089$1.54M<0.01%+2,75013F-HRTimelineGroup
Intrua Financial, LLC25,996$1.54M0.25%-1,47013F-HRTimeline
American Financial Advisors, LLC25,982$1.54M0.22%-15213F-HRTimeline
PRIVATE TRUST CO NA25,909$1.53M0.16%+5,02613F-HRTimeline
Darwin Wealth Management, LLC25,829$1.53M0.51%+27413F-HR/ATimeline
Whitaker-Myers Wealth Managers, LTD.25,279$1.49M0.44%-4013F-HRTimeline
Prism Advisors, Inc.25,251$1.49M0.45%-1,66913F-HRTimeline
Pitti Group Wealth Management, LLC24,761$1.46M1.48%-1,14513F-HRTimeline
Chris Bulman Inc24,731$1.46M0.93%+11,25313F-HRTimeline
Coppell Advisory Solutions LLC24,646$1.45M0.2%+90513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,422$1.44M0.12%+7,45413F-HRTimeline
Avior Wealth Management, LLC24,264$1.44M0.05%+213F-HRTimeline
Flaharty Asset Management, LLC24,164$1.43M0.21%-2,20913F-HRTimeline
MAI Capital Management23,683$1.4M0.01%+8,96813F-HRTimeline
Bison Wealth, LLC23,072$1.36M0.17%13F-HRTimeline
Herold Advisors, Inc.22,948$1.36M0.3%-24513F-HRTimeline
Quad-Cities Investment Group, LLC22,691$1.34M0.66%+13613F-HRTimeline
Essential Planning, LLC.22,200$1.34M0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC22,547$1.33M0.36%-53813F-HRTimeline
Aurora Private Wealth, Inc.22,331$1.32M0.99%+4,05913F-HRTimeline
Strategic Blueprint, LLC22,313$1.32M0.08%+73813F-HRTimeline
Ellsworth Advisors, LLC22,301$1.32M0.35%+1,24813F-HRTimeline
REGATTA CAPITAL GROUP, LLC22,289$1.32M0.26%-40613F-HRTimeline
TD Capital Management LLC22,094$1.31M0.13%+11013F-HRTimeline
TFB Advisors LLC22,087$1.31M0.37%-1,66013F-HRTimeline
Grantvest Financial Group LLC22,073$1.31M1.46%13F-HRTimeline
Objective Capital Management, LLC21,903$1.3M0.87%-12,12313F-HRTimeline
Richmond Investment Services, LLC21,873$1.29M0.73%13F-HRTimeline
Cresset Asset Management, LLC21,770$1.29M0.01%+2,96713F-HRTimeline
Morey & Quinn Wealth Partners, LLC21,677$1.28M1.09%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC21,512$1.27M0.13%-1,47713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,053$1.25M<0.01%+20013F-HRTimelineGroup
Tidemark, LLC20,983$1.24M0.48%-90213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC20,728$1.23M0.94%13F-HRTimeline
Family Capital Management, Inc.20,318$1.2M0.73%-9613F-HRTimeline
Nova Wealth Management, Inc.20,147$1.19M1.03%13F-HRTimeline
Walker Asset Management, LLC20,021$1.18M0.73%+40013F-HRTimeline
Stonebridge Financial Planning Group, L…19,938$1.18M0.53%+1,60213F-HRTimeline
L & S Advisors Inc19,938$1.18M0.13%+58813F-HRTimeline
Altus Wealth Group LLC19,887$1.18M0.52%+16,05513F-HRTimeline
Ashton Thomas Private Wealth, LLC19,845$1.17M0.05%+3,03113F-HRTimeline
Atlas Private Wealth Advisors19,844$1.17M0.17%+1,77813F-HRTimeline
Medallion Wealth Advisors, LLC19,789$1.17M0.58%13F-HRTimeline
Platform Technology Partners19,578$1.16M0.35%+4,11213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,479$1.15M<0.01%013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd19,412$1.15M0.08%-13,90113F-HRTimeline
PKS Advisory Services, LLC19,027$1.13M0.28%13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC18,923$1.12M0.82%-75413F-HRTimeline
WCG Wealth Advisors LLC18,837$1.11M0.07%-2,00013F-HRTimeline
LaSalle St. Investment Advisors, LLC18,712$1.11M0.34%+9,35913F-HRTimeline
DAGCO, INC.18,687$1.11M0.37%+6,98813F-HRTimeline
Sequent Planning LLC18,631$1.1M0.4%-1,02713F-HRTimeline
PMG Wealth Management, Inc.18,581$1.1M1%13F-HRTimeline
OPINICUS CAPITAL, INC.18,562$1.1M0.92%-37413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,251$1.08M<0.01%+6,37613F-HRTimelineGroup
Kaydan Wealth Management, Inc.18,197$1.08M0.36%+40513F-HRTimeline
Moment Partners, LLC18,125$1.07M0.2%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,026$1.07M0.03%+15113F-HRTimelineGroup
NOVEM GROUP17,866$1.06M0.16%13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC17,839$1.06M0.49%+8813F-HRTimeline
Mayflower Financial Advisors, LLC17,645$1.04M0.16%+313F-HRTimeline
Beacon Pointe Advisors, LLC17,605$1.04M0.01%+6,46513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,450$1.03M0.41%-1,12613F-HRTimeline
Beacon Financial Advisory LLC17,393$1.03M0.33%-76,14213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,390$1.03M0.03%13F-HRTimeline
Ignite Planners, LLC17,167$1.02M0.22%+2113F-HRTimeline
Legacy Investment Solutions, LLC16,314$1.01M0.67%+11,16913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16,314$1.01M0.67%+11,16913F-HRTimelineGroup
Moloney Securities Asset Management, LLC17,113$1.01M0.14%+48313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC16,566$980K0.64%013F-HRTimeline
Aveo Capital Partners, LLC16,336$966K0.11%-7,81313F-HRTimeline
Maia Wealth LLC15,189$951K0.2%+3,12913F-HRTimeline
Topsail Wealth Management, LLC15,982$945K0.2%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,803$935K<0.01%new13F-HRTimelineGroup
Clarity Capital Partners LLC15,735$931K0.48%+5313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,664$926K0.02%-3,09813F-HRTimelineGroup
Tranquility Partners, LLC15,382$923K0.35%-52913F-HRTimeline
RWA WEALTH PARTNERS, LLC15,606$923K0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP14,968$885K<0.01%new13F-HRTimelineGroup
Keystone Financial Services, LLC14,780$874K0.8%13F-HRTimeline
ProVise Management Group, LLC14,692$869K0.07%+2,92513F-HRTimeline
Chicago Partners Investment Group LLC14,348$859K0.03%-14713F-HRTimeline
Farther Finance Advisors, LLC14,518$859K0.03%-2,08313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC14,488$857K0.12%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.14,439$854K0.2%-44413F-HRTimeline
Belpointe Asset Management LLC14,531$854K0.05%-12813F-HRTimeline
Onyx Bridge Wealth Group LLC14,403$852K0.12%-73713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,200$840K<0.01%-1,00013F-HRTimeline
Private Portfolio Partners LLC14,039$830K0.15%+1413F-HRTimeline
Kapstone Financial Advisors LLC13,154$825K0.44%+14013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.13,912$823K0.36%-1,09013F-HRTimeline
Savvy Advisors, Inc.13,885$821K0.1%+30013F-HRTimeline
Comprehensive Financial Consultants Ins…13,842$819K0.3%-20613F-HRTimeline
Clear Creek Financial Management, LLC13,619$805K0.09%+4,15613F-HRTimeline
Confluence Wealth Services, Inc.12,765$803K0.05%-85613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,507$799K<0.01%+9213F-HRTimelineGroup
Sunbelt Securities, Inc.13,476$795K0.07%+5,84813F-HRTimeline