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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

747 managers (757 13F filers) reported a position in RDVY shares at 2025-12-31, 203,478,394 shares in all. 72 filers opened a position and 27 filers sold out during the quarter.

Managers
747
13F filers
757
New
72
Added
372
Reduced
180
Sold out
27
Shares held by filers
203,478,394

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC84,075$5.84M0.14%+3,98113F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC82,324$5.72M0.33%+1,83913F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…80,000$5.56M0.05%013F-HRTimelineGroup
Claro Advisors Inc.79,181$5.5M0.75%+4,04013F-HRTimeline
IMG Wealth Management, Inc.78,682$5.47M3.47%+4,77213F-HRTimeline
BlueChip Wealth Advisors LLC78,618$5.46M2.3%-1,24513F-HRTimeline
Premier Private Wealth Management LLC74,375$5.44M5.64%13F-HRTimeline
Genesee Capital Advisors, LLC78,149$5.43M2.18%-31913F-HRTimeline
Advance Capital Management, Inc.77,372$5.38M0.23%-1,60113F-HRTimeline
Smartleaf Asset Management LLC76,078$5.34M0.2%+75,98413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC76,600$5.32M0.26%+11,71013F-HRTimeline
Lineweaver Wealth Advisors, LLC75,542$5.25M0.72%-1,39413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC75,457$5.24M1.89%+30,18813F-HRTimeline
TruWealth Advisors, LLC75,352$5.23M0.26%-45613F-HRTimeline
Insight Inv LLC75,291$5.23M2.93%+6,63913F-HRTimeline
Snowden Capital Advisors LLC75,145$5.22M0.13%+14,52613F-HRTimeline
CALTON & ASSOCIATES, INC.74,639$5.19M0.76%+11,72713F-HRTimeline
Five Pine Wealth Management74,521$5.18M3.32%-1,46513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC72,961$5.07M0.3%+7,26013F-HRTimeline
Perigon Wealth Management, LLC72,373$5.03M0.09%+2,38013F-HRTimeline
Blom & Howell Financial Planning, Inc.72,019$5M4.97%13F-HRTimeline
WEDBUSH SECURITIES INC71,605$4.97M0.15%+6,55913F-HRTimeline
Ethos Financial Group, LLC71,363$4.96M0.37%-53,60213F-HRTimeline
Goldstone Financial Group, LLC70,452$4.89M0.55%+4,79313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp69,973$4.86M<0.01%-1,48313F-HRTimelineGroup
Guilbault Capital LLC68,597$4.77M5.33%13F-HRTimeline
CARLSON FINANCIAL, INC.67,350$4.68M2.71%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC66,969$4.65M2.34%-2,65613F-HRTimeline
RFG Advisory, LLC66,487$4.62M0.09%+2,44013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…66,187$4.6M0.17%+54,59113F-HRTimelineGroup
Bravera Wealth66,104$4.59M2.3%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.65,823$4.57M0.17%+42,68713F-HRTimeline
LVZ, Inc.65,722$4.57M0.51%-4,72613F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV65,603$4.56M0.24%+5,75413F-HRTimeline
Braun-Bostich & Associates Inc.65,552$4.55M2.81%+41113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…65,113$4.55M0.01%-1,18613F-HRTimelineGroup
Ergawealth Advisors, Inc.64,986$4.51M2.08%-108,83813F-HRTimeline
HighPoint Advisor Group LLC63,914$4.44M0.1%new13F-HRTimeline
Proactive Wealth Strategies LLC63,694$4.42M1.75%-45413F-HRTimeline
NewEdge Wealth, LLC63,609$4.42M0.05%-1,68013F-HRTimeline
CRUX WEALTH ADVISORS63,593$4.42M1.64%new13F-HRTimeline
Stonebridge Financial Planning Group, L…63,446$4.41M1.59%+12,21513F-HRTimeline
WILLNER & HELLER, LLC62,070$4.31M3.1%+3,07513F-HRTimeline
Crusonia Wealth Advisors LLC62,005$4.31M0.95%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding61,765$4.29M+3,446Timeline
Mattern Wealth Management LLC61,401$4.27M0.82%013F-HRTimeline
TBH Global Asset Management, LLC61,363$4.26M0.71%+9,15613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding60,997$4.24M-4,405Timeline
Stegent Equity Advisors, Inc.60,790$4.22M3.29%+3,95813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…60,732$4.22M1.47%+55,13213F-HRTimeline
WealthCare Investment Partners, LLC59,903$4.2M1.22%+21313F-HRTimeline
Merkkuri Wealth Advisors LLC59,666$4.14M2.82%+52,30113F-HRTimeline
Graney & King, LLC59,475$4.13M2.42%+41,28113F-HRTimeline
Claris Financial LLC58,045$4.03M2.15%+4,86713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,823$4.02M0.03%+1,65413F-HRTimelineGroup
Creative Planningin group Creative Planning57,029$3.96M<0.01%+12,90913F-HRTimelineGroup
Allworth Financial LP56,952$3.96M0.02%-2,81513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding56,730$3.94M+6,298Timeline
Vision Retirement, LLC56,512$3.93M1.05%13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC56,121$3.9M1.09%+1,43613F-HRTimeline
Global Assets Advisory, LLC55,761$3.87M1.11%-4,89213F-HRTimeline
Modern Wealth Management, LLC55,515$3.86M0.07%-2,96713F-HRTimeline
Main Street Financial Solutions, LLC54,515$3.79M0.28%-13513F-HRTimeline
Capital Asset Advisory Services LLC52,178$3.78M0.15%-1,82913F-HRTimeline
Flaharty Asset Management, LLC54,097$3.76M0.47%-17313F-HRTimeline
APS Management Group, Inc.54,087$3.76M3.22%-44,06213F-HRTimeline
Mayflower Financial Advisors, LLC53,570$3.72M0.45%+49713F-HRTimeline
Centennial Wealth Advisory LLC53,091$3.69M0.98%+5,31313F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC52,925$3.68M1.6%-70213F-HRTimeline
DHJJ Financial Advisors, Ltd.52,179$3.62M1.2%+3,82613F-HRTimeline
Betterment LLC52,054$3.62M0.01%+74213F-HRTimeline
WCG Wealth Advisors LLC51,967$3.61M0.1%+34,72713F-HRTimeline
Wisconsin Wealth Advisors, LLC51,473$3.58M3.5%-4,53313F-HRTimeline
Southland Equity Partners LLC50,958$3.54M0.7%-72113F-HRTimeline
Purus Wealth Management, LLC49,955$3.47M1.08%-1013F-HRTimeline
GPS Wealth Strategies Group, LLC49,700$3.45M2.94%-211,96813F-HRTimeline
Asset Allocation Strategies LLC49,312$3.43M0.63%+1,86013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV48,132$3.34M0.21%-5,64813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC47,700$3.31M0.01%-12,60013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC47,469$3.3M1.1%+6,17913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,343$3.29M0.07%+7,56513F-HRTimelineGroup
Larson Financial Group LLC46,388$3.22M0.11%+4,71813F-HRTimeline
PCA Investment Advisory Services Inc.45,961$3.19M1.12%-1,68413F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding45,709$3.18M+3,929Timeline
Cedrus Wealth Group LLC45,302$3.15M2.9%13F-HRTimeline
Concorde Asset Management, LLC44,799$3.11M1.24%-8,44313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC44,610$3.1M0.15%-96,31213F-HRTimeline
SFG Wealth Management, LLC.44,600$3.1M1.22%-65613F-HRTimeline
Ballew Advisors, Inc42,590$3.07M1.73%+5,95413F-HRTimeline
Holistic Financial Partners44,165$3.07M1.11%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,805$3.04M0.11%+22,46913F-HRTimelineGroup
PKS Advisory Services, LLC43,480$3.02M0.69%+12,46613F-HRTimeline
Vestmark Advisory Solutions, Inc.43,382$3.01M0.04%new13F-HRTimeline
FMR LLCin group FMR LLC43,326$3.01M<0.01%+2,92913F-HRTimelineGroup
Quantinno Capital Management LP43,149$3M0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…42,835$2.98M0.36%-13,77813F-HRTimeline
Benson Wealth Management INC42,107$2.93M3.26%13F-HRTimeline
PCG Wealth Advisors, LLC41,941$2.91M0.82%+5,57213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC41,515$2.88M1.13%+49213F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40,654$2.82M1.35%+14,95013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,624$2.82M0.07%+2,04313F-HRTimelineGroup
Forefront Wealth Partners, LLC40,607$2.82M1.34%-1,89213F-HRTimeline
PRIVATE TRUST CO NA40,386$2.81M0.25%+1,01713F-HRTimeline
Eldridge Investment Advisors, Inc.40,276$2.8M0.62%+213F-HRTimeline
Davis Investment Partners, LLC39,885$2.8M0.98%-4,31913F-HRTimeline
Keystone Financial Group40,030$2.78M0.21%+1,19613F-HRTimeline
Ignite Planners, LLC38,362$2.77M0.42%+21,15513F-HRTimeline
Atlas Wealth LLC39,586$2.75M0.84%+3,69413F-HRTimeline
Balefire, LLC39,521$2.75M0.53%+9,59413F-HRTimeline
Advisory Alpha, LLC38,797$2.7M0.07%+1,87513F-HRTimeline
TrueWealth Advisors, LLC38,638$2.68M0.7%-82213F-HRTimeline
ORBA Wealth Advisors, L.L.C.38,508$2.68M2.32%-5,11413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,501$2.67M<0.01%+23,56413F-HRTimelineGroup
LANARK FINANCIAL, INC.38,268$2.66M0.2%-2,63413F-HRTimeline
Beaumont Financial Advisors, LLC38,042$2.64M0.17%-4413F-HRTimeline
Ashton Thomas Private Wealth, LLC37,825$2.63M0.06%+3,69113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC37,377$2.6M0.27%new13F-HRTimelineGroup
Sunbelt Securities, Inc.37,317$2.59M0.17%+2,14613F-HRTimeline
Hilton Head Capital Partners, LLC36,628$2.54M1.49%13F-HRTimeline
Sun Financial Inc36,228$2.52M1.4%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV36,156$2.51M<0.01%-7,28113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …35,917$2.5M0.02%13F-HR/ATimelineGroup
WEALTH EFFECTS LLC35,429$2.46M0.77%-27413F-HRTimeline
Cypress Wealth Services, LLC35,280$2.45M0.34%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC33,401$2.43M0.71%-29713F-HRTimeline
Gotham Asset Management, LLC34,885$2.42M0.01%+22,22813F-HRTimeline
CERTUITY, LLC34,224$2.38M0.15%+8,16813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…33,923$2.36M0.01%new13F-HRTimelineGroup
Sequent Planning LLC33,686$2.34M0.6%+14,75513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …32,972$2.29M0.21%-1,06213F-HRTimelineGroup
MTM Investment Management, LLC32,750$2.28M0.73%-9713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC32,358$2.25M<0.01%-1,80413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP31,915$2.22M<0.01%+6,69313F-HRTimelineGroup
Centerpoint Advisory Group31,846$2.21M1.7%-42013F-HRTimeline
LaSalle St. Investment Advisors, LLC31,601$2.19M0.35%+14,28413F-HRTimeline
BARRETT & COMPANY, INC.31,531$2.19M0.73%+40613F-HRTimeline
Triton Wealth Management, PLLC29,834$2.15M0.81%-19,70613F-HRTimeline
TD Capital Management LLC30,852$2.14M0.19%+12,60313F-HRTimeline
Perissos Private Wealth Management, LLC30,605$2.13M1.83%-2,41113F-HRTimeline
Y-Intercept (Hong Kong) Ltd30,452$2.12M0.05%-4,16613F-HRTimeline
AdvisorNet Financial, Inc30,405$2.11M0.11%+2,19913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…30,198$2.1M0.62%-76913F-HRTimeline
Pinnacle Family Advisors, LLC29,987$2.08M0.92%+7,04113F-HRTimeline
WealthBridge Capital Management, LLC29,850$2.07M0.47%+1,76813F-HRTimeline
Family Manage LLC29,808$2.07M0.26%+42813F-HRTimeline
ProVise Management Group, LLC29,458$2.05M0.15%+3,82813F-HRTimeline
EdgeRock Capital LLC28,959$2.02M0.54%+5,56613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,761$2M<0.01%+6,44613F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…28,498$1.98M1.4%-16113F-HRTimeline
Milestones Private Investment Advisors …28,265$1.96M1.35%+6,83813F-HRTimeline
Triad Wealth Partners, LLC28,029$1.95M0.19%+10,32413F-HRTimeline
Platform Technology Partners28,013$1.95M0.41%+5,09613F-HRTimeline
Intrua Financial, LLC27,775$1.93M0.21%-23513F-HRTimeline
17 CAPITAL PARTNERS, LLC27,651$1.92M1%new13F-HRTimeline
Savvy Advisors, Inc.27,430$1.91M0.06%+7,02613F-HRTimeline
American Financial Advisors, LLC27,397$1.9M0.25%-85013F-HRTimeline
Ellsworth Advisors, LLC26,188$1.9M0.38%+1,70013F-HRTimeline
Capital Investment Advisory Services, L…27,206$1.89M0.13%+2,37413F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV26,437$1.84M1.49%13F-HRTimeline
Wagner Wealth Management, Corp26,289$1.83M1.8%13F-HRTimeline
L & S Advisors Inc25,960$1.8M0.17%+39113F-HRTimeline
Advisory Services Network, LLC25,363$1.76M0.02%-55213F-HRTimeline
Prism Advisors, Inc.25,086$1.74M0.46%+23113F-HRTimeline
Aurora Private Wealth, Inc.25,051$1.73M1.14%13F-HRTimeline
Beacon Pointe Advisors, LLC24,849$1.73M0.01%+93513F-HRTimeline
UPTICK PARTNERS, LLC24,387$1.69M0.36%-40413F-HRTimeline
Richmond Investment Services, LLC24,370$1.69M0.29%+42413F-HRTimeline
TrueWealth Financial Partners24,326$1.69M1.4%new13F-HRTimeline
True Blue Financial, LLC24,326$1.69M1.39%13F-HRTimeline
Avior Wealth Management, LLC24,318$1.69M0.05%-4,33113F-HRTimeline
Appalachian Capital Management Ltd24,298$1.69M1.35%13F-HRTimeline
Pitti Group Wealth Management, LLC24,029$1.67M1.37%+24013F-HRTimeline
Catalyst Investment Management LLC23,941$1.66M1.58%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.23,844$1.66M0.35%-5,58213F-HRTimeline
Darwin Wealth Management, LLC23,390$1.62M0.5%+72813F-HRTimeline
National Wealth Management Group, LLC23,301$1.62M0.56%+4,71913F-HRTimeline
Topsail Wealth Management, LLC23,272$1.62M0.24%+66513F-HRTimeline
DAGCO, INC.23,178$1.61M0.37%+70113F-HRTimeline
Strategic Blueprint, LLC23,018$1.6M0.09%-4,51813F-HRTimeline
Medallion Wealth Advisors, LLC22,836$1.59M0.53%+2,40113F-HRTimeline
Altus Wealth Group LLC22,720$1.58M0.63%+20813F-HRTimeline
Worthington Financial Partners, LLC22,176$1.54M1.36%13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC22,065$1.53M1.02%+22513F-HRTimeline
Integrity Financial Corp /WA22,061$1.53M0.78%-4,96513F-HRTimeline
Morey & Quinn Wealth Partners, LLC22,001$1.53M1.1%+1,74713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,791$1.51M<0.01%-63313F-HRTimelineGroup
Cadent Capital Advisors, LLC21,675$1.51M0.4%+6,39013F-HRTimeline
Grantvest Financial Group LLC21,631$1.5M0.96%+1,10913F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,606$1.5M0.23%-39513F-HRTimeline
Family Capital Management, Inc.21,545$1.5M0.66%-9913F-HRTimeline
Quad-Cities Investment Group, LLC21,219$1.47M0.61%+15713F-HRTimeline
Continuum Advisory, LLC20,817$1.45M0.14%+7,46313F-HRTimeline
MAI Capital Management20,650$1.43M0.01%+2,04313F-HRTimeline
NOVEM GROUP20,643$1.43M0.17%+1,11413F-HRTimeline
Southern Financial Group, LLC20,492$1.42M0.41%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC20,475$1.42M0.18%+3,76013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,081$1.4M0.1%+12513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD19,840$1.38M<0.01%new13F-HRTimelineGroup
Walker Asset Management, LLC19,500$1.35M0.73%013F-HRTimeline
Rubicon Advisors, GP19,447$1.35M1.25%13F-HRTimeline