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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

643 managers (649 13F filers) reported a position in RDVY shares at 2025-03-31, 167,192,190 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
643
13F filers
649
New
45
Added
342
Reduced
181
Sold out
44
Shares held by filers
167,192,190

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ausdal Financial Partners, Inc.71,944$4.21M0.32%+35,54313F-HRTimeline
AE Wealth Management LLC71,860$4.21M0.04%+25,70213F-HRTimeline
Financial Advocates Investment Manageme…71,511$4.19M0.29%-47113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…69,000$4.04M0.05%-97013F-HRTimelineGroup
Hidden Cove Wealth Management, LLC68,683$4.02M3.18%-2,64913F-HRTimeline
LANARK FINANCIAL, INC.68,584$4.01M0.34%+68,51613F-HRTimeline
ARVEST INVESTMENTS, INC.68,508$4.01M0.63%+15,75613F-HRTimeline
Envision Financial LLC68,507$4.01M3.02%+9,35313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,012$3.98M0.12%+19,81313F-HRTimelineGroup
IFP Advisors, Inc67,518$3.95M0.12%-6,81713F-HRTimeline
Perigon Wealth Management, LLC67,444$3.95M0.1%+71513F-HRTimeline
Harvest Investment Services, LLC66,408$3.89M1.08%-2,41213F-HRTimeline
Proactive Wealth Strategies LLC65,979$3.86M2.06%-27213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC64,832$3.8M0.01%+57,40413F-HRTimelineGroup
Asset Allocation Strategies LLC61,641$3.61M0.9%-13,18113F-HRTimeline
Mattern Wealth Management LLC61,401$3.59M0.8%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…61,865$3.59M0.55%+1,62213F-HRTimeline
Flaharty Asset Management, LLC60,996$3.57M0.52%+36,83213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC60,635$3.55M0.3%-56313F-HR/ATimeline
Braun-Bostich & Associates Inc.60,571$3.55M2.62%-69513F-HRTimeline
Stegent Equity Advisors, Inc.60,546$3.54M3.6%-8,76113F-HRTimeline
Capital Asset Advisory Services LLC59,606$3.53M0.18%-2,11313F-HRTimeline
Gateway Wealth Partners, LLC60,256$3.53M0.79%+6,31313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,039$3.51M<0.01%+7,63813F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC59,780$3.5M0.89%+20213F-HRTimelineGroup
Accel Wealth Management59,623$3.49M1.26%+10,71613F-HRTimeline
Visionary Wealth Advisors59,608$3.49M0.21%+8,64313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV59,204$3.47M0.26%+20,05113F-HRTimeline
Goldstone Financial Group, LLC58,684$3.44M0.52%+6,67713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC58,122$3.4M1.95%-6,15913F-HRTimeline
Allworth Financial LP59,805$3.4M0.02%-4,46913F-HRTimeline
WILLNER & HELLER, LLC57,564$3.37M3.11%+4,58113F-HRTimeline
Park Square Financial Group, LLC57,200$3.35M2.66%-18,10613F-HRTimeline
Main Street Financial Solutions, LLC57,043$3.34M0.29%+56713F-HRTimeline
Farther Finance Advisors, LLC56,547$3.32M0.08%+42,02913F-HRTimeline
IMG Wealth Management, Inc.56,613$3.31M2.98%+3,11613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC57,320$3.26M0.28%+5,82213F-HRTimeline
WealthCare Investment Partners, LLC59,401$3.17M1.35%-25913F-HRTimeline
Mutual Advisors, LLC55,481$3.15M0.09%+2,93013F-HRTimeline
LVZ, Inc.53,599$3.14M0.41%+44,39613F-HRTimeline
Wisconsin Wealth Advisors, LLC53,405$3.13M4.49%+68513F-HRTimeline
Modern Wealth Management, LLC53,281$3.12M0.1%+7,25613F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding53,133$3.11M+528Timeline
KINGSWOOD WEALTH ADVISORS, LLC52,216$3.06M0.28%+39313F-HR/ATimeline
Southland Equity Partners LLC51,989$3.04M0.71%+41313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC51,985$3.04M1.02%+21,80213F-HRTimeline
L.M. KOHN & COMPANY50,770$2.97M0.78%+1,53013F-HRTimeline
Purus Wealth Management, LLC50,320$2.95M1.25%+20713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV49,808$2.92M0.23%+25,38613F-HRTimeline
Jaffetilchin Investment Partners, LLC49,108$2.87M0.21%-247,49513F-HRTimeline
PCA Investment Advisory Services Inc.48,431$2.84M1.5%+5,16413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,488$2.72M0.04%+17,36313F-HRTimelineGroup
NewEdge Wealth, LLC46,107$2.7M0.05%-78613F-HRTimeline
LEIGH BALDWIN & CO., LLC45,900$2.69M2.16%+8,02713F-HRTimeline
Merit Financial Group, LLC45,658$2.67M0.04%+4,96013F-HRTimeline
RiverTree Advisors, LLC44,517$2.61M1.74%new13F-HRTimeline
Northwest Financial Advisors44,294$2.59M2.15%-9,92913F-HRTimeline
Eldridge Investment Advisors, Inc.43,317$2.54M0.58%-33913F-HRTimeline
Davis Investment Partners, LLC45,700$2.53M1.12%-95013F-HRTimeline
WORLD EQUITY GROUP, INC.42,801$2.51M0.72%+3,70313F-HRTimeline
MGO ONE SEVEN LLC42,531$2.49M0.1%+2,62713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC42,404$2.48M1.25%-23513F-HRTimelineGroup
Claris Financial LLC41,935$2.48M1.63%013F-HRTimeline
Chris Bulman Inc41,203$2.41M1.52%+16,47213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…40,791$2.39M0.08%+15413F-HRTimelineGroup
Betterment LLC40,583$2.38M0.01%+4,71413F-HRTimeline
Coppell Advisory Solutions LLC41,292$2.36M0.33%+16,64613F-HRTimeline
Beaumont Financial Advisors, LLC39,440$2.31M0.18%-7,60913F-HRTimeline
Keystone Financial Group39,182$2.29M0.23%+81813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,051$2.29M0.05%-3,33613F-HRTimelineGroup
Capital Investment Advisory Services, L…38,707$2.27M0.2%-6,54313F-HRTimeline
TrueWealth Advisors, LLC38,212$2.24M0.73%+2,59713F-HRTimeline
Forefront Wealth Partners, LLC37,887$2.22M1.51%new13F-HRTimeline
SteelPeak Wealth, LLC37,641$2.2M0.09%-38013F-HRTimeline
Advisory Alpha, LLC37,491$2.19M0.07%-86613F-HR/ATimeline
Family Manage LLC37,333$2.19M0.36%-18,66213F-HRTimeline
Trivium Point Advisory, LLC37,331$2.19M0.27%+2,60813F-HRTimeline
FMR LLCin group FMR LLC37,087$2.17M<0.01%+10,99813F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV40,697$2.16M1.13%-6,92613F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…36,440$2.13M1.77%new13F-HRTimeline
EdgeRock Capital LLC35,656$2.09M1.49%-10,36113F-HRTimeline
Larson Financial Group LLC34,952$2.05M0.1%+3,84213F-HRTimeline
Atlas Wealth LLC34,831$2.04M0.8%+7,50313F-HRTimeline
WEALTH EFFECTS LLC34,532$2.02M0.85%-29813F-HRTimeline
MTM Investment Management, LLC34,110$2.01M0.78%-12413F-HRTimeline
Snowden Capital Advisors LLC33,584$1.97M0.06%+9613F-HRTimeline
Centerpoint Advisory Group33,414$1.96M1.92%-66013F-HRTimeline
Perissos Private Wealth Management, LLC32,441$1.9M1.73%+1,81413F-HRTimeline
Apexium Financial, LP31,966$1.87M0.11%-40813F-HRTimeline
Beck Bode, LLC31,707$1.86M0.35%-8,00613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,071$1.82M<0.01%+12,82013F-HRTimelineGroup
BARRETT & COMPANY, INC.30,914$1.81M0.78%+1013F-HRTimeline
B. Riley Wealth Advisors, Inc.30,794$1.8M0.05%-9,47113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC30,500$1.79M0.01%013F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…30,402$1.78M0.68%+85513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC31,801$1.76M0.8%-3,25213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,067$1.76M<0.01%-4,59013F-HRTimeline
PCG Wealth Advisors, LLC29,536$1.73M0.6%+2,32913F-HRTimeline
Virtus Wealth Solutions LLC29,043$1.7M0.52%+2,03713F-HRTimeline
AdvisorNet Financial, Inc28,670$1.68M0.12%+52713F-HRTimeline
Advisory Services Network, LLC28,037$1.64M0.03%-1,27313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,793$1.63M0.05%+84513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp27,683$1.62M<0.01%+22,56413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC27,609$1.62M0.06%+7,76413F-HRTimeline
Intrua Financial, LLC27,391$1.6M0.25%+1,39513F-HRTimeline
Lion Street Advisors, LLC27,182$1.59M0.51%-1,48313F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding26,631$1.56M-42,638Timeline
American Financial Advisors, LLC26,612$1.56M0.23%+63013F-HRTimeline
PRIVATE TRUST CO NA26,456$1.55M0.16%+54713F-HRTimeline
WealthBridge Capital Management, LLC26,230$1.54M0.43%+18,95213F-HRTimeline
Darwin Wealth Management, LLC25,829$1.53M0.51%013F-HRTimeline
Sunbelt Securities, Inc.26,092$1.53M0.14%+12,61613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,047$1.52M0.02%+14,22013F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.25,924$1.52M0.43%+64513F-HRTimeline
PKS Advisory Services, LLC25,828$1.51M0.41%+6,80113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC25,815$1.51M0.69%+21,95313F-HRTimeline
EPG Wealth Management LLC25,511$1.49M0.42%-10,94413F-HRTimeline
Advisor Resource Council25,076$1.47M0.12%+20,00613F-HRTimeline
Strategic Blueprint, LLC24,523$1.44M0.08%+2,21013F-HRTimeline
Avior Wealth Management, LLC24,336$1.42M0.05%+7213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,275$1.42M<0.01%+4,79613F-HRTimelineGroup
Pitti Group Wealth Management, LLC23,720$1.39M1.42%-1,04113F-HRTimeline
Aurora Private Wealth, Inc.23,132$1.35M1.08%+80113F-HR/ATimeline
Root Financial Partners, LLC23,007$1.35M0.14%-3,59613F-HRTimeline
Cresset Asset Management, LLC23,004$1.35M0.01%+1,23413F-HRTimeline
UPTICK PARTNERS, LLC22,959$1.34M0.46%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,911$1.34M0.05%new13F-HRTimeline
Herold Advisors, Inc.22,801$1.33M0.29%-14713F-HRTimeline
Retireful, LLC22,853$1.33M1.26%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC22,522$1.32M0.26%+23313F-HRTimeline
Prism Advisors, Inc.22,369$1.31M0.4%-2,88213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,352$1.31M0.03%+4,32613F-HRTimelineGroup
Quad-Cities Investment Group, LLC22,310$1.31M0.64%-38113F-HRTimeline
Ellsworth Advisors, LLC22,192$1.3M0.34%-10913F-HRTimeline
MAI Capital Management21,932$1.28M0.01%-1,75113F-HRTimeline
Morey & Quinn Wealth Partners, LLC21,885$1.28M1.06%+20813F-HRTimeline
Grantvest Financial Group LLC21,596$1.26M1.03%-47713F-HRTimeline
Altus Wealth Group LLC21,269$1.25M0.58%+1,38213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS21,164$1.24M<0.01%-96,85613F-HRTimelineGroup
TD Capital Management LLC20,914$1.22M0.12%-1,18013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,853$1.22M<0.01%-20013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC20,723$1.21M1.09%-513F-HRTimeline
Stonebridge Financial Planning Group, L…20,669$1.21M0.55%+73113F-HRTimeline
Richmond Investment Services, LLC20,599$1.21M0.66%-1,27413F-HRTimeline
L & S Advisors Inc20,593$1.21M0.15%+65513F-HRTimeline
Virtue Capital Management, LLC20,534$1.2M0.14%new13F-HRTimeline
Moloney Securities Asset Management, LLC20,509$1.2M0.16%+3,39613F-HRTimeline
Sowell Financial Services LLC20,505$1.2M0.05%new13F-HRTimeline
Platform Technology Partners20,304$1.19M0.35%+72613F-HRTimeline
Family Capital Management, Inc.20,210$1.18M0.73%-10813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,170$1.18M0.12%-1,34213F-HRTimeline
Beacon Pointe Advisors, LLC20,141$1.18M0.01%+2,53613F-HRTimeline
Medallion Wealth Advisors, LLC20,014$1.18M0.53%+22513F-HRTimeline
Elevated Capital Advisors, LLC20,050$1.17M0.33%-2,49713F-HRTimeline
Atlas Private Wealth Advisors19,942$1.17M0.16%+9813F-HRTimeline
Walker Asset Management, LLC19,900$1.16M0.71%-12113F-HRTimeline
TFB Advisors LLC19,520$1.14M0.33%-2,56713F-HRTimeline
Tidemark, LLC19,465$1.14M0.42%-1,51813F-HRTimeline
Creative Planningin group Creative Planning19,321$1.13M<0.01%+12,73713F-HRTimelineGroup
Simplicity Wealth,LLC19,172$1.12M0.09%+14,47513F-HRTimeline
AMERIFLEX GROUP, INC.18,953$1.11M0.45%-16,23813F-HRTimeline
Beacon Financial Advisory LLC18,735$1.1M0.33%+1,34213F-HRTimeline
PMG Wealth Management, Inc.18,581$1.09M1.16%013F-HRTimeline
NOVEM GROUP18,535$1.09M0.15%+66913F-HRTimeline
Owen LaRue, LLC18,534$1.08M0.54%-11,60413F-HRTimeline
DAGCO, INC.18,467$1.08M0.35%-22013F-HRTimeline
WCG Wealth Advisors LLC18,461$1.08M0.08%-37613F-HR/ATimeline
Kaydan Wealth Management, Inc.18,404$1.08M0.35%+20713F-HRTimeline
Sequent Planning LLC18,250$1.07M0.38%-38113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.18,150$1.06M0.41%+70013F-HRTimeline
Moment Partners, LLC18,125$1.06M0.21%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,094$1.06M<0.01%-14,04113F-HR/ATimelineGroup
ProVise Management Group, LLC17,928$1.05M0.09%+3,23613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC17,918$1.05M0.48%+7913F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC17,909$1.05M0.74%-1,01413F-HRTimeline
Centennial Wealth Advisory LLC17,673$1.03M0.38%+12,55213F-HRTimeline
Mayflower Financial Advisors, LLC17,648$1.03M0.16%+313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17,608$1.03M0.75%+1,29413F-HRTimelineGroup
Savvy Advisors, Inc.17,308$1.01M0.1%+3,42313F-HRTimeline
OPINICUS CAPITAL, INC.17,027$997K0.88%-1,53513F-HRTimeline
Topsail Wealth Management, LLC17,005$994K0.2%+1,02313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,956$993K0.03%-43413F-HRTimeline
Mission Financial Group, LLC14,409$984K0.91%13F-HRTimeline
Ignite Planners, LLC17,186$982K0.19%+1913F-HRTimeline
LaSalle St. Investment Advisors, LLC16,746$980K0.23%-1,96613F-HRTimeline
Tranquility Partners, LLC16,514$967K0.37%+1,13213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC16,466$964K0.65%-10013F-HRTimeline
Bison Wealth, LLC16,096$942K0.09%-6,97613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,931$933K0.03%+2,57413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC15,606$914K0.01%013F-HRTimeline
Nova Wealth Management, Inc.15,578$912K0.79%-4,56913F-HR/ATimeline
Clarity Capital Partners LLC15,525$909K0.37%-21013F-HRTimeline
LYNCH & ASSOCIATES/IN15,233$892K0.19%+4,37113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC15,056$881K0.12%+56813F-HRTimeline
Prosperity Consulting Group, LLC14,797$866K0.07%+1,39613F-HRTimeline
National Wealth Management Group, LLC14,778$865K0.57%+5,87913F-HRTimeline
Keystone Financial Services, LLC14,743$863K0.73%-3713F-HRTimeline
Chicago Partners Investment Group LLC14,481$843K0.03%+13313F-HRTimeline
Comprehensive Financial Consultants Ins…14,294$837K0.3%+45213F-HRTimeline
FSA WEALTH PARTNERS, INC.14,250$834K0.32%-18913F-HRTimeline