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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

645 managers (653 13F filers) reported a position in RDVY shares at 2025-06-30, 175,643,409 shares in all. 45 filers opened a position and 40 filers sold out during the quarter.

Managers
645
13F filers
653
New
45
Added
319
Reduced
211
Sold out
40
Shares held by filers
175,643,409

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
AXXCESS WEALTH MANAGEMENT, LLC71,379$4.48M0.11%-7,03213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…70,574$4.43M0.57%-1,59513F-HRTimeline
LANARK FINANCIAL, INC.70,237$4.41M0.36%+1,65313F-HRTimeline
AE Wealth Management LLC69,974$4.39M0.03%-1,88613F-HRTimeline
Financial Advocates Investment Manageme…69,579$4.37M0.36%-1,93213F-HRTimeline
Envision Financial LLC69,542$4.36M2.91%+1,03513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…69,000$4.33M0.05%013F-HRTimelineGroup
Harvest Investment Services, LLC67,907$4.26M0.95%+1,49913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…67,612$4.24M0.59%+5,74713F-HRTimeline
Perigon Wealth Management, LLC67,311$4.22M0.1%-13313F-HRTimeline
NewEdge Wealth, LLC65,851$4.18M0.07%+19,74413F-HRTimeline
Global Assets Advisory, LLC65,222$4.13M1.61%-146,49213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC65,483$4.11M0.32%+4,84813F-HR/ATimeline
Mutual Advisors, LLC62,720$4.03M0.1%+7,23913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC64,200$4.03M0.01%new13F-HRTimeline
Proactive Wealth Strategies LLC63,974$4.01M1.9%-2,00513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC63,896$4.01M0.3%+6,57613F-HRTimeline
Goldstone Financial Group, LLC61,488$3.92M0.52%+2,80413F-HRTimeline
RFG Advisory, LLC62,457$3.92M0.09%-27,06413F-HRTimeline
IMG Wealth Management, Inc.62,340$3.91M3.03%+5,72713F-HRTimeline
Braun-Bostich & Associates Inc.61,777$3.88M2.65%+1,20613F-HRTimeline
Accel Wealth Management61,659$3.87M1.29%+2,03613F-HRTimeline
Mattern Wealth Management LLC61,401$3.85M0.8%013F-HRTimeline
WealthCare Investment Partners, LLC59,562$3.8M1.37%+16113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…60,375$3.79M0.08%+21,32413F-HRTimelineGroup
Triton Wealth Management, PLLC59,039$3.78M1.61%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV59,611$3.74M0.26%+40713F-HRTimeline
Allworth Financial LP59,608$3.74M0.02%-19713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS58,408$3.66M<0.01%+37,24413F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC57,947$3.64M1.13%+5,96213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC57,506$3.61M0.28%+5,29013F-HRTimeline
LEIGH BALDWIN & CO., LLC57,329$3.6M2.37%+11,42913F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC57,296$3.59M1.81%-82613F-HRTimeline
WILLNER & HELLER, LLC57,085$3.58M3.02%-47913F-HRTimeline
Wisconsin Wealth Advisors, LLC56,755$3.56M4.09%+3,35013F-HRTimeline
Flaharty Asset Management, LLC56,568$3.55M0.49%-4,42813F-HR/ATimeline
Main Street Financial Solutions, LLC56,561$3.55M0.26%-48213F-HRTimeline
Farther Finance Advisors, LLC56,445$3.54M0.07%-10213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC56,378$3.54M0.98%-3,40213F-HRTimelineGroup
Modern Wealth Management, LLC56,241$3.53M0.09%+2,96013F-HR/ATimeline
Asset Allocation Strategies LLC55,405$3.48M0.77%-6,23613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding53,259$3.34M+126Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV53,159$3.34M0.24%+3,35113F-HRTimeline
Capital Asset Advisory Services LLC52,548$3.33M0.16%-7,05813F-HRTimeline
LVZ, Inc.52,996$3.32M0.4%-60313F-HRTimeline
TBH Global Asset Management, LLC52,283$3.28M0.7%-66,58013F-HRTimeline
Southland Equity Partners LLC51,766$3.25M0.71%-22313F-HRTimeline
Purus Wealth Management, LLC50,018$3.14M1.09%-30213F-HR/ATimeline
Stegent Equity Advisors, Inc.48,938$3.07M2.72%-11,60813F-HRTimeline
ORBA Wealth Advisors, L.L.C.48,648$3.05M2.78%-41,27413F-HRTimeline
Betterment LLC48,475$3.04M0.01%+7,89213F-HRTimeline
L.M. KOHN & COMPANY47,305$2.97M0.8%-3,46513F-HRTimeline
Merit Financial Group, LLC47,173$2.96M0.03%+1,51513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,166$2.96M<0.01%+19,48313F-HRTimelineGroup
PCA Investment Advisory Services Inc.47,143$2.96M1.25%-1,28813F-HRTimeline
WORLD EQUITY GROUP, INC.46,420$2.91M0.79%+3,61913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC46,284$2.9M1.33%+20,46913F-HRTimeline
MGO ONE SEVEN LLC44,638$2.8M0.09%+2,10713F-HRTimeline
Davis Investment Partners, LLC44,200$2.8M1%-1,50013F-HRTimeline
Eldridge Investment Advisors, Inc.42,999$2.7M0.56%-31813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC41,965$2.63M1.19%-43913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding41,788$2.62M+27,702Timeline
Trivium Point Advisory, LLC40,597$2.55M0.28%+3,26613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,342$2.53M<0.01%-72,48213F-HRTimelineGroup
Claris Financial LLC40,211$2.52M1.9%-1,72413F-HRTimeline
Beaumont Financial Advisors, LLC39,330$2.47M0.18%-11013F-HRTimeline
TrueWealth Advisors, LLC38,768$2.43M0.72%+55613F-HRTimeline
Larson Financial Group LLC38,681$2.43M0.1%+3,72913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV37,882$2.42M1.14%-2,81513F-HRTimeline
Park Square Financial Group, LLC38,295$2.4M1.74%-18,90513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC38,172$2.4M0.02%+12,12513F-HRTimelineGroup
FMR LLCin group FMR LLC37,577$2.36M<0.01%+49013F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…37,095$2.33M2.14%+65513F-HRTimeline
PRIVATE TRUST CO NA36,758$2.31M0.22%+10,30213F-HRTimeline
Advisory Alpha, LLC36,565$2.29M0.07%-92613F-HRTimeline
Keystone Financial Group36,309$2.28M0.21%-2,87313F-HRTimeline
EdgeRock Capital LLC35,937$2.24M0.71%+28113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,116$2.2M<0.01%-40,13013F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC33,621$2.18M0.71%+1,82013F-HRTimeline
WEALTH EFFECTS LLC34,487$2.16M0.81%-4513F-HRTimeline
MTM Investment Management, LLC34,050$2.14M0.72%-6013F-HRTimeline
SteelPeak Wealth, LLC33,933$2.13M0.08%-3,70813F-HRTimeline
Centerpoint Advisory Group33,586$2.11M1.83%+17213F-HRTimeline
Centennial Wealth Advisory LLC33,489$2.1M0.67%+15,81613F-HRTimeline
Atlas Wealth LLC32,580$2.06M0.75%-2,25113F-HRTimeline
Snowden Capital Advisors LLC32,708$2.05M0.06%-87613F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding31,914$2M+5,283Timeline
Apexium Financial, LP31,741$1.99M0.11%-22513F-HRTimeline
Perissos Private Wealth Management, LLC31,529$1.98M1.56%-91213F-HRTimeline
BARRETT & COMPANY, INC.31,120$1.95M0.73%+20613F-HRTimeline
Richmond Investment Services, LLC31,118$1.95M0.41%+10,51913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…31,087$1.95M0.7%+68513F-HRTimeline
Balefire, LLC31,046$1.95M0.42%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,456$1.91M<0.01%-61513F-HRTimelineGroup
Lion Street Advisors, LLC30,167$1.89M0.57%+2,98513F-HRTimeline
PCG Wealth Advisors, LLC30,136$1.89M0.97%+60013F-HRTimeline
Virtus Wealth Solutions LLC29,575$1.86M0.38%+53213F-HRTimeline
Avior Wealth Management, LLC28,591$1.79M0.06%+4,25513F-HRTimeline
WealthBridge Capital Management, LLC28,377$1.78M0.45%+2,14713F-HRTimeline
PKS Advisory Services, LLC28,333$1.78M0.45%+2,50513F-HRTimeline
Stonebridge Financial Planning Group, L…28,296$1.78M0.74%+7,62713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,113$1.76M<0.01%+16,91213F-HRTimelineGroup
Intrua Financial, LLC27,903$1.75M0.25%+51213F-HRTimeline
Family Manage LLC27,837$1.75M0.27%-9,49613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.27,801$1.74M0.44%+1,87713F-HRTimeline
AdvisorNet Financial, Inc27,765$1.74M0.11%-90513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,483$1.72M0.05%-31013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,755$1.68M0.06%-85413F-HRTimeline
American Financial Advisors, LLC26,333$1.65M0.23%-27913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …26,213$1.65M0.12%+13,12213F-HRTimelineGroup
Advisory Services Network, LLC25,869$1.64M0.03%-2,16813F-HRTimeline
Capital Investment Advisory Services, L…25,282$1.59M0.13%-13,42513F-HRTimeline
CERTUITY, LLC25,102$1.57M0.15%+21,30913F-HRTimeline
Y-Intercept (Hong Kong) Ltd25,083$1.57M0.04%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,574$1.54M<0.01%+29913F-HRTimelineGroup
Strategic Blueprint, LLC24,557$1.54M0.08%+3413F-HRTimeline
Pitti Group Wealth Management, LLC24,468$1.54M1.32%+74813F-HRTimeline
UPTICK PARTNERS, LLC24,116$1.51M0.43%+1,15713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,934$1.5M<0.01%+12,20413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV23,712$1.49M<0.01%-6,35513F-HRTimeline
Prism Advisors, Inc.23,499$1.47M0.42%+1,13013F-HRTimeline
L & S Advisors Inc23,414$1.47M0.15%+2,82113F-HRTimeline
Ellsworth Advisors, LLC23,255$1.46M0.36%+1,06313F-HRTimeline
Darwin Wealth Management, LLC22,844$1.43M0.5%-2,98513F-HRTimeline
Herold Advisors, Inc.22,805$1.43M0.3%+413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,631$1.42M0.03%+27913F-HRTimelineGroup
Quad-Cities Investment Group, LLC22,208$1.39M0.63%-10213F-HRTimeline
N.E.W. Advisory Services LLC22,020$1.38M0.13%-173,05713F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,994$1.38M0.24%-52813F-HRTimeline
Hidden Cove Wealth Management, LLC21,990$1.38M1%-46,69313F-HRTimeline
Topsail Wealth Management, LLC21,777$1.37M0.25%+4,77213F-HRTimeline
Legacy Investment Solutions, LLC21,715$1.36M0.72%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21,715$1.36M0.72%+4,10713F-HRTimelineGroup
Altus Wealth Group LLC21,606$1.36M0.6%+33713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,562$1.35M<0.01%+70913F-HRTimelineGroup
Platform Technology Partners21,431$1.34M0.35%+1,12713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,130$1.33M<0.01%-38,90913F-HRTimelineGroup
Root Financial Partners, LLC21,051$1.32M0.13%-1,95613F-HRTimeline
Aurora Private Wealth, Inc.20,991$1.32M0.97%-2,14113F-HRTimeline
Beck Bode, LLC20,712$1.3M0.22%-10,99513F-HRTimeline
Milestones Private Investment Advisors …20,657$1.3M0.96%13F-HRTimeline
Grantvest Financial Group LLC20,408$1.28M0.95%-1,18813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC20,359$1.28M1.03%-36413F-HRTimeline
Atlas Private Wealth Advisors20,308$1.27M0.16%+36613F-HRTimeline
DAGCO, INC.20,127$1.26M0.35%+1,66013F-HRTimeline
Medallion Wealth Advisors, LLC19,918$1.26M0.49%-9613F-HRTimeline
Family Capital Management, Inc.19,971$1.25M0.66%-23913F-HRTimeline
TFB Advisors LLC19,923$1.25M0.33%+40313F-HRTimeline
Walker Asset Management, LLC19,900$1.25M0.72%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC19,882$1.25M1%-2,00313F-HRTimeline
ProVise Management Group, LLC19,820$1.24M0.1%+1,89213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,793$1.24M0.11%-37713F-HRTimeline
Beacon Pointe Advisors, LLC19,696$1.24M0.01%-44513F-HRTimeline
NOVEM GROUP19,090$1.2M0.15%+55513F-HRTimeline
Northwest Financial Advisors18,996$1.19M1.66%-25,29813F-HRTimeline
Moloney Securities Asset Management, LLC18,923$1.19M0.15%-1,58613F-HRTimeline
Simplicity Wealth,LLC18,833$1.18M0.05%-33913F-HRTimeline
Kaydan Wealth Management, Inc.18,818$1.18M0.39%+41413F-HRTimeline
Elevated Capital Advisors, LLC20,050$1.17M0.33%013F-HRTimeline
Beacon Financial Advisory LLC18,363$1.15M0.3%-37213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.18,153$1.14M0.41%+313F-HRTimeline
Sequent Planning LLC18,129$1.14M0.36%-12113F-HRTimeline
Savvy Advisors, Inc.18,053$1.13M0.08%+74513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC17,967$1.13M0.47%+4913F-HRTimeline
OPINICUS CAPITAL, INC.17,860$1.12M0.85%+83313F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,721$1.11M0.06%-5,19013F-HRTimeline
Moment Partners, LLC17,613$1.11M0.21%-51213F-HRTimeline
Valeo Financial Advisors, LLC17,473$1.1M0.03%new13F-HR/ATimeline
Ignite Planners, LLC17,197$1.08M0.19%+1113F-HR/ATimeline
WOODWARD DIVERSIFIED CAPITAL, LLC17,250$1.08M0.55%-65913F-HRTimeline
Tidemark, LLC17,220$1.08M0.35%-2,24513F-HRTimeline
National Wealth Management Group, LLC17,101$1.07M0.6%+2,32313F-HRTimeline
WCG Wealth Advisors LLC17,023$1.07M0.07%-1,43813F-HRTimeline
DHJJ Financial Advisors, Ltd.16,942$1.06M0.38%+3,69113F-HRTimeline
PMG Wealth Management, Inc.16,763$1.05M0.87%-1,81813F-HRTimeline
MAI Capital Management16,748$1.05M0.01%-5,18413F-HRTimeline
TD Capital Management LLC16,701$1.05M0.1%-4,21313F-HRTimeline
Tranquility Partners, LLC16,651$1.04M0.37%+13713F-HRTimeline
Mayflower Financial Advisors, LLC16,649$1.04M0.15%-99913F-HRTimeline
LYNCH & ASSOCIATES/IN16,459$1.03M0.21%+1,22613F-HRTimeline
LaSalle St. Investment Advisors, LLC16,387$1.03M0.28%-35913F-HRTimeline
CIBC WORLD MARKET INC.16,147$1.01M<0.01%+5,95013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,687$984K0.03%-24413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC15,606$979K0.01%013F-HRTimeline
San Luis Wealth Advisors LLC15,499$972K0.21%-128,45713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC15,453$970K0.12%+39713F-HRTimeline
Maridea Wealth Management LLC15,108$948K0.25%+7,08313F-HRTimeline
Prosperity Consulting Group, LLC15,072$946K0.07%+27513F-HRTimeline
Chicago Partners Investment Group LLC14,628$940K0.03%+14713F-HRTimeline
Kapstone Financial Advisors LLC14,854$932K0.46%+2,05513F-HRTimeline
Keystone Financial Services, LLC14,806$929K0.71%+6313F-HRTimeline
Owen LaRue, LLC14,783$928K0.39%-3,75113F-HRTimeline
Main Street Group, LTD14,604$916K0.3%+1,81013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,566$914K0.56%-1,90013F-HRTimeline
SFG Wealth Management, LLC.14,377$902K0.55%+92613F-HRTimeline
Pinnacle Family Advisors, LLC14,353$900K0.44%new13F-HRTimeline
Bison Wealth, LLC14,265$895K0.07%-1,83113F-HRTimeline
Trueblood Wealth Management, LLC14,190$890K0.37%+23113F-HRTimeline
SYNOVUS FINANCIAL CORP14,173$890K0.01%+2,29113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,110$885K<0.01%+4,14713F-HRTimeline