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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

664 managers (672 13F filers) reported a position in RDVY shares at 2025-09-30, 187,785,207 shares in all. 47 filers opened a position and 22 filers sold out during the quarter.

Managers
664
13F filers
672
New
47
Added
360
Reduced
177
Sold out
22
Shares held by filers
187,785,207

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MARSHALL INVESTMENT MANAGEMENT, LLC69,625$4.68M2.48%+64,36913F-HRTimeline
Insight Inv LLC68,652$4.62M2.71%-7,30213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…67,637$4.55M0.09%+7,26213F-HRTimelineGroup
Harvest Investment Services, LLC67,284$4.53M0.91%-62313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,299$4.46M0.01%+31,18313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC65,701$4.42M0.3%+1,80513F-HRTimeline
Goldstone Financial Group, LLC65,659$4.42M0.52%+4,17113F-HRTimeline
NewEdge Wealth, LLC65,289$4.41M0.06%-56213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding65,402$4.4M-50,230Timeline
Braun-Bostich & Associates Inc.65,141$4.38M2.76%+3,36413F-HRTimeline
WEDBUSH SECURITIES INC65,046$4.38M0.14%-7,43413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC64,890$4.36M0.26%+7,38413F-HRTimeline
Proactive Wealth Strategies LLC64,148$4.31M1.86%+17413F-HRTimeline
RFG Advisory, LLC64,047$4.31M0.09%+1,59013F-HRTimeline
CALTON & ASSOCIATES, INC.62,912$4.23M0.64%+49,22613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC62,002$4.17M0.37%-14,45613F-HRTimeline
Mattern Wealth Management LLC61,401$4.13M0.82%013F-HRTimeline
Global Assets Advisory, LLC60,653$4.08M1.21%-4,56913F-HRTimeline
Snowden Capital Advisors LLC60,619$4.08M0.11%+27,91113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC60,300$4.06M0.01%-3,90013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV59,849$4.03M0.25%+23813F-HRTimeline
Allworth Financial LP59,767$4.02M0.02%+15913F-HRTimeline
WealthCare Investment Partners, LLC59,690$4.01M1.3%+12813F-HRTimeline
WILLNER & HELLER, LLC58,995$3.97M3.05%+1,91013F-HRTimeline
Modern Wealth Management, LLC58,482$3.93M0.08%+2,24113F-HRTimeline
LEIGH BALDWIN & CO., LLC58,379$3.93M2.21%+1,05013F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding58,319$3.92M+16,531Timeline
Stegent Equity Advisors, Inc.56,832$3.82M3.11%+7,89413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…56,613$3.81M0.45%-10,99913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC56,169$3.78M0.03%+17,99713F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC56,006$3.77M3.59%-74913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC54,685$3.68M1.06%-3,26213F-HRTimeline
Main Street Financial Solutions, LLC54,650$3.68M0.24%-1,91113F-HRTimeline
Flaharty Asset Management, LLC54,270$3.65M0.46%-2,29813F-HRTimeline
Capital Asset Advisory Services LLC54,007$3.63M0.16%+1,45913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53,780$3.62M0.24%+62113F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC53,627$3.61M1.68%-3,66913F-HRTimeline
Concorde Asset Management, LLC53,242$3.58M1.5%13F-HRTimeline
Claris Financial LLC53,178$3.58M2.03%+12,96713F-HRTimeline
Mayflower Financial Advisors, LLC53,073$3.57M0.45%+36,42413F-HRTimeline
TBH Global Asset Management, LLC52,207$3.51M0.69%-7613F-HRTimeline
Southland Equity Partners LLC51,679$3.48M0.7%-8713F-HRTimeline
Betterment LLC51,312$3.45M0.01%+2,83713F-HRTimeline
Stonebridge Financial Planning Group, L…51,231$3.45M1.29%+22,93513F-HRTimeline
Merit Financial Group, LLC51,124$3.44M0.03%+3,95113F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding50,432$3.4M-2,827Timeline
Purus Wealth Management, LLC49,965$3.36M1.07%-5313F-HRTimeline
Triton Wealth Management, PLLC49,540$3.34M1.27%-9,49913F-HRTimeline
WORLD EQUITY GROUP, INC.48,563$3.27M0.74%+2,14313F-HRTimeline
DHJJ Financial Advisors, Ltd.48,353$3.25M1.1%+31,41113F-HRTimeline
Centennial Wealth Advisory LLC47,778$3.21M0.89%+14,28913F-HRTimeline
PCA Investment Advisory Services Inc.47,645$3.2M1.19%+50213F-HRTimeline
Asset Allocation Strategies LLC47,452$3.19M0.63%-7,95313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC45,269$3.04M1.22%-1,01513F-HRTimeline
SFG Wealth Management, LLC.45,256$3.04M1.32%+30,87913F-HRTimeline
Davis Investment Partners, LLC44,204$2.97M1.01%+413F-HRTimeline
Creative Planningin group Creative Planning44,120$2.97M<0.01%+30,73713F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.43,622$2.93M2.42%-5,02613F-HRTimeline
MGO ONE SEVEN LLC43,498$2.93M0.07%-1,14013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,437$2.92M<0.01%+19,72513F-HRTimeline
Forefront Wealth Partners, LLC42,499$2.86M0.72%new13F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding41,780$2.81M+9,866Timeline
Larson Financial Group LLC41,670$2.8M0.1%+2,98913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC41,290$2.78M0.85%-15,08813F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC41,023$2.76M1.08%-94213F-HR/ATimelineGroup
LANARK FINANCIAL, INC.40,902$2.75M0.21%-29,33513F-HRTimeline
FMR LLCin group FMR LLC40,397$2.72M<0.01%+2,82013F-HRTimelineGroup
Eldridge Investment Advisors, Inc.40,274$2.71M0.62%-2,72513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,778$2.68M0.06%+17,14713F-HRTimelineGroup
TrueWealth Advisors, LLC39,460$2.65M0.72%+69213F-HRTimeline
PRIVATE TRUST CO NA39,369$2.65M0.23%+2,61113F-HRTimeline
Keystone Financial Group38,834$2.61M0.2%+2,52513F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…38,581$2.6M0.07%+11,09813F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV37,882$2.57M1.12%013F-HRTimeline
Beaumont Financial Advisors, LLC38,086$2.56M0.17%-1,24413F-HRTimeline
IFS Group,LLC37,633$2.53M2.22%13F-HRTimeline
Advisory Alpha, LLC36,922$2.5M0.07%+35713F-HRTimeline
PCG Wealth Advisors, LLC36,369$2.45M0.71%+6,23313F-HRTimeline
SteelPeak Wealth, LLC36,364$2.45M0.08%+2,43113F-HRTimeline
Ballew Advisors, Inc36,636$2.44M1.36%+27,09413F-HRTimeline
Atlas Wealth LLC35,892$2.41M0.78%+3,31213F-HRTimeline
WEALTH EFFECTS LLC35,703$2.4M0.77%+1,21613F-HRTimeline
Sunbelt Securities, Inc.35,171$2.37M0.16%+21,64013F-HRTimeline
Y-Intercept (Hong Kong) Ltd34,618$2.33M0.06%+9,53513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,162$2.3M<0.01%+3,70613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC34,134$2.3M0.06%+7,37913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …34,034$2.29M0.28%+7,82113F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC33,698$2.27M0.77%+7713F-HRTimeline
Qube Research & Technologies Ltd33,394$2.25M<0.01%+32,37313F-HRTimeline
Perissos Private Wealth Management, LLC33,016$2.22M1.62%+1,48713F-HRTimeline
MTM Investment Management, LLC32,847$2.21M0.7%-1,20313F-HRTimeline
Centerpoint Advisory Group32,266$2.17M1.69%-1,32013F-HRTimeline
Apexium Financial, LP31,750$2.14M0.1%+913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,173$2.1M<0.01%-9,16913F-HRTimelineGroup
BARRETT & COMPANY, INC.31,125$2.09M0.72%+513F-HRTimeline
PKS Advisory Services, LLC31,014$2.09M0.44%+2,68113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…30,967$2.08M0.65%-12013F-HRTimeline
Balefire, LLC29,927$2.01M0.4%-1,11913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.29,426$1.98M0.43%+1,62513F-HRTimeline
Family Manage LLC29,380$1.98M0.27%+1,54313F-HRTimeline
Virtus Wealth Solutions LLC29,008$1.95M0.38%-56713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…28,659$1.93M1.64%-8,43613F-HRTimeline
Avior Wealth Management, LLC28,649$1.93M0.06%+5813F-HRTimeline
American Financial Advisors, LLC28,247$1.9M0.24%+1,91413F-HRTimeline
AdvisorNet Financial, Inc28,206$1.9M0.11%+44113F-HRTimeline
WealthBridge Capital Management, LLC28,082$1.89M0.44%-29513F-HRTimeline
Intrua Financial, LLC28,010$1.88M0.22%+10713F-HRTimeline
Strategic Blueprint, LLC27,536$1.85M0.08%+2,97913F-HRTimeline
N.E.W. Advisory Services LLC27,178$1.83M0.16%+5,15813F-HRTimeline
Integrity Financial Corp /WA27,026$1.82M0.87%-53,60513F-HRTimeline
CERTUITY, LLC26,056$1.75M0.12%+95413F-HRTimeline
Advisory Services Network, LLC25,915$1.74M0.03%+4613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25,704$1.73M0.78%+3,98913F-HRTimelineGroup
ProVise Management Group, LLC25,630$1.72M0.13%+5,81013F-HRTimeline
SYNOVUS FINANCIAL CORP25,585$1.72M0.02%+11,41213F-HRTimeline
L & S Advisors Inc25,569$1.72M0.17%+2,15513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,222$1.7M<0.01%+1,28813F-HRTimelineGroup
Prism Advisors, Inc.24,855$1.67M0.45%+1,35613F-HRTimeline
Capital Investment Advisory Services, L…24,832$1.67M0.13%-45013F-HRTimeline
UPTICK PARTNERS, LLC24,791$1.67M0.44%+67513F-HRTimeline
Root Financial Partners, LLC24,289$1.63M0.1%+3,23813F-HRTimeline
Ellsworth Advisors, LLC24,488$1.63M0.35%+1,23313F-HRTimeline
Richmond Investment Services, LLC23,946$1.61M0.3%-7,17213F-HRTimeline
Beacon Pointe Advisors, LLC23,914$1.61M0.01%+4,21813F-HRTimeline
Pitti Group Wealth Management, LLC23,789$1.6M1.36%-67913F-HRTimeline
EdgeRock Capital LLC23,393$1.57M0.44%-12,54413F-HRTimeline
INTEGRITY ALLIANCE, LLC.23,136$1.56M0.07%+5,41513F-HRTimeline
Pinnacle Family Advisors, LLC22,946$1.54M0.67%+8,59313F-HRTimeline
Platform Technology Partners22,917$1.54M0.37%+1,48613F-HRTimeline
Darwin Wealth Management, LLC22,662$1.52M0.48%-18213F-HRTimeline
Topsail Wealth Management, LLC22,607$1.52M0.26%+83013F-HRTimeline
Altus Wealth Group LLC22,512$1.51M0.62%+90613F-HRTimeline
DAGCO, INC.22,477$1.51M0.38%+2,35013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,424$1.51M<0.01%+86213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC22,315$1.5M<0.01%-2,25913F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC22,001$1.48M0.23%+713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC21,840$1.47M1.06%+1,48113F-HRTimeline
Family Capital Management, Inc.21,644$1.46M0.7%+1,67313F-HRTimeline
Northwest Financial Advisors21,609$1.45M1.87%+2,61313F-HRTimeline
Milestones Private Investment Advisors …21,427$1.44M0.98%+77013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,336$1.44M0.09%-65,08513F-HRTimelineGroup
Quad-Cities Investment Group, LLC21,062$1.42M0.6%-1,14613F-HRTimeline
Grantvest Financial Group LLC20,522$1.38M0.95%+11413F-HRTimeline
Medallion Wealth Advisors, LLC20,435$1.37M0.49%+51713F-HRTimeline
Savvy Advisors, Inc.20,404$1.37M0.06%+2,35113F-HRTimeline
Touchstone Capital, Inc.20,331$1.37M0.7%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC20,254$1.36M1%+37213F-HRTimeline
Moloney Securities Asset Management, LLC20,223$1.36M0.16%+1,30013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,956$1.34M0.09%+16313F-HRTimeline
Advisor Resource Council19,848$1.34M1.8%+8,21713F-HRTimeline
Park Square Financial Group, LLC19,644$1.32M5.71%-18,65113F-HRTimeline
NOVEM GROUP19,529$1.31M0.16%+43913F-HRTimeline
Walker Asset Management, LLC19,500$1.31M0.74%-40013F-HRTimeline
Elevated Capital Advisors, LLC19,020$1.28M0.32%-1,03013F-HRTimeline
Sequent Planning LLC18,931$1.27M0.36%+80213F-HRTimeline
TFB Advisors LLC19,096$1.27M0.37%-82713F-HRTimeline
Kaydan Wealth Management, Inc.18,877$1.27M0.36%+5913F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC18,755$1.26M0.59%+1,50513F-HRTimeline
MAI Capital Management18,607$1.25M0.01%+1,85913F-HRTimeline
National Wealth Management Group, LLC18,582$1.25M0.47%+1,48113F-HRTimeline
LYNCH & ASSOCIATES/IN18,284$1.23M0.24%+1,82513F-HRTimeline
Retireful, LLC18,277$1.23M1.19%new13F-HRTimeline
TD Capital Management LLC18,249$1.23M0.11%+1,54813F-HRTimeline
Herold Advisors, Inc.18,222$1.23M0.28%-4,58313F-HRTimeline
Graney & King, LLC18,194$1.22M0.85%+17,73213F-HRTimeline
OPINICUS CAPITAL, INC.18,153$1.22M0.85%+29313F-HRTimeline
Beacon Financial Advisory LLC17,942$1.21M0.28%-42113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,870$1.2M0.4%-28313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC17,859$1.2M0.44%-10813F-HRTimeline
Triad Wealth Partners, LLC17,705$1.19M0.15%new13F-HRTimeline
Moment Partners, LLC17,613$1.18M0.21%013F-HRTimeline
San Luis Wealth Advisors LLC17,332$1.17M0.21%+1,83313F-HR/ATimeline
LaSalle St. Investment Advisors, LLC17,317$1.16M0.21%+93013F-HRTimeline
WCG Wealth Advisors LLC17,240$1.16M0.07%+21713F-HRTimeline
Ignite Planners, LLC17,207$1.16M0.19%+1013F-HRTimeline
Valeo Financial Advisors, LLC17,161$1.15M0.03%-31213F-HRTimeline
Tranquility Partners, LLC17,018$1.14M0.39%+36713F-HRTimeline
Beck Bode, LLC16,937$1.14M0.18%-3,77513F-HRTimeline
Prosperity Consulting Group, LLC16,935$1.14M0.06%+1,86313F-HRTimeline
Tidemark, LLC16,737$1.13M0.33%-48313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC16,715$1.12M0.15%+4,81713F-HRTimeline
PMG Wealth Management, Inc.16,763$1.12M0.85%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,328$1.1M0.13%+87513F-HRTimeline
CIBC WORLD MARKET INC.16,147$1.09M<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,940$1.07M0.03%+25313F-HRTimelineGroup
Main Street Group, LTD15,658$1.05M0.31%+1,05413F-HRTimeline
RWA WEALTH PARTNERS, LLC15,606$1.05M0.01%013F-HRTimeline
Krilogy Financial LLC15,434$1.04M0.04%new13F-HRTimeline
Cadent Capital Advisors, LLC15,285$1.03M0.27%new13F-HRTimeline
Hidden Cove Wealth Management, LLC15,051$1.01M0.67%-6,93913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,937$1M<0.01%+4,57413F-HRTimelineGroup
Comprehensive Financial Consultants Ins…14,906$1M0.31%+83013F-HRTimeline
Chicago Partners Investment Group LLC14,636$997K0.03%+813F-HRTimeline
Keystone Financial Services, LLC14,688$988K0.69%-11813F-HRTimeline
Kapstone Financial Advisors LLC14,591$981K0.46%-26313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,566$980K0.55%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,193$955K0.06%+2,47313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,155$952K0.05%+1,87913F-HRTimelineGroup
Trueblood Wealth Management, LLC14,154$952K0.37%-3613F-HRTimeline
Waterfront Wealth Inc.14,167$947K0.19%+31013F-HRTimeline