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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

806 managers (819 13F filers) reported a position in RDVY shares at 2026-06-30, 223,037,033 shares in all. 82 filers opened a position and 32 filers sold out during the quarter.

Managers
806
13F filers
819
New
82
Added
397
Reduced
230
Sold out
32
Shares held by filers
223,037,033

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Worthington Financial Partners, LLC21,733$1.76M1.46%+43813F-HRTimeline
Aurora Private Wealth, Inc.21,691$1.76M1.12%+1,65413F-HRTimeline
TIAAgroup of 3 filers holding20,896$1.69M+15,511Timeline
FIDUCIARY FINANCIAL ADVISORS20,857$1.69M0.17%new13F-HRTimeline
NOVEM GROUP20,668$1.68M0.17%-30813F-HRTimeline
Quad-Cities Investment Group, LLC20,498$1.66M0.6%-12513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,144$1.63M<0.01%+87313F-HRTimelineGroup
Kaydan Wealth Management, Inc.20,078$1.63M0.5%+46613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC19,870$1.61M0.44%+74813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC19,846$1.61M0.15%-140,11213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,654$1.59M0.15%+2,47013F-HRTimeline
Synergy Investment Management, LLC19,594$1.59M0.38%+3,84113F-HRTimeline
Walker Asset Management, LLC19,500$1.58M0.8%013F-HRTimeline
Valeo Financial Advisors, LLC19,219$1.56M0.03%+1,50213F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…19,317$1.55M1.22%-5513F-HRTimeline
Wealth Watch Advisors, INC18,279$1.48M0.48%+7,35613F-HRTimeline
RiverTree Advisors, LLC18,242$1.48M0.87%-5,29813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,059$1.46M<0.01%-5,99113F-HRTimelineGroup
Family Capital Management, Inc.17,887$1.45M0.56%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding17,700$1.43M+10,765Timeline
San Luis Wealth Advisors LLC17,495$1.42M0.21%-16113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,384$1.41M0.03%-40613F-HRTimelineGroup
Sequent Asset Management, LLC17,335$1.41M0.59%+3,54013F-HRTimeline
Elevated Capital Advisors, LLC17,332$1.4M0.39%-27113F-HRTimeline
B. Riley Wealth Advisors, Inc.17,231$1.39M0.08%+63413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC17,087$1.39M0.15%-63313F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC16,746$1.36M0.6%+20013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,696$1.35M<0.01%-1,15413F-HRTimelineGroup
PMG Wealth Management, Inc.16,619$1.35M0.83%013F-HRTimeline
Tranquility Partners, LLC16,560$1.34M0.46%+1013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding16,539$1.34MnewTimeline
Herold Advisors, Inc.16,543$1.34M0.26%-17513F-HRTimeline
Wills Financial Group LLC16,483$1.34M0.49%+62913F-HRTimeline
Chicago Partners Investment Group LLC16,746$1.33M0.03%-17613F-HRTimeline
Root Financial Partners, LLC16,443$1.33M0.05%-1,34813F-HRTimeline
Advocate Investing Services LLC16,403$1.33M1.02%+16,36113F-HRTimeline
Moment Partners, LLC16,337$1.32M0.24%-1,25413F-HRTimeline
CIBC WORLD MARKET INC.15,977$1.3M<0.01%013F-HRTimeline
Comprehensive Financial Consultants Ins…15,932$1.29M0.34%+35113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,000$1.29M0.04%+12,99113F-HRTimelineGroup
1776 Wealth LLC15,818$1.28M0.45%+1,94713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.15,771$1.28M0.36%-33413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,531$1.26M0.06%+1,57613F-HRTimeline
Visionary Wealth Advisors15,328$1.24M0.05%+4,24113F-HRTimeline
Sowell Financial Services LLC15,260$1.24M0.04%+5,95813F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC15,188$1.23M0.53%new13F-HRTimeline
AMERIFLEX GROUP, INC.15,179$1.23M0.5%+2,83713F-HRTimeline
FIRST HORIZON CORP15,178$1.23M0.05%+1,23113F-HRTimeline
Kapstone Financial Advisors LLC15,149$1.23M0.51%-47413F-HRTimeline
Krilogy Financial LLC15,136$1.23M0.04%-7113F-HRTimeline
Altus Wealth Group LLC15,100$1.22M0.44%-7,15113F-HRTimeline
Moors & Cabot, Inc.15,089$1.22M0.05%+2,24613F-HRTimeline
Integrity Financial Corp /WA14,992$1.22M0.58%-3,83613F-HRTimeline
Kinetic Wealth Investment Advisors LLC14,950$1.21M0.57%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.14,905$1.21M0.2%-4,38213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,745$1.2M0.04%+8313F-HRTimeline
LEIGH BALDWIN & CO., LLC14,695$1.19M0.64%-24513F-HRTimeline
Cresset Asset Management, LLC14,456$1.17M<0.01%+1713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,366$1.16M0.56%-20013F-HRTimeline
Main Street Group, LTD14,339$1.16M0.27%-56413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…14,203$1.15M0.36%+3,41713F-HRTimelineGroup
Mission Financial Group, LLC14,004$1.14M0.94%13F-HRTimeline
Michels Family Financial, LLC13,991$1.13M0.73%+47213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,930$1.13M<0.01%-33,47613F-HRTimelineGroup
Waterfront Wealth Inc.13,970$1.12M0.17%013F-HRTimeline
LaSalle St. Investment Advisors, LLC13,815$1.12M0.14%-20,68113F-HRTimeline
Maridea Wealth Management LLC13,790$1.12M0.12%+16913F-HRTimeline
MIRAMONTES CAPITAL, LLC13,716$1.11M0.35%-1,39313F-HRTimeline
Confluence Wealth Services, Inc.13,523$1.1M0.03%-69813F-HRTimeline
Trueblood Wealth Management, LLC13,291$1.08M0.38%-2113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,271$1.08M0.02%013F-HRTimeline
Keystone Financial Services, LLC13,242$1.07M0.64%-25313F-HRTimeline
HBK Sorce Advisory LLC12,867$1.07M0.02%-613F-HRTimeline
Forefront Wealth Partners, LLC12,905$1.05M0.32%-18813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,859$1.04M0.01%new13F-HRTimeline
Prepared Retirement Institute LLC12,852$1.04M0.44%+16913F-HRTimeline
Brookwood Investment Group LLC12,734$1.03M0.12%+2,15613F-HRTimeline
Onyx Bridge Wealth Group LLC12,393$1M0.09%+7013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC12,343$1M0.26%+21813F-HRTimeline
Independent Wealth Network Inc.12,254$993K0.25%+55813F-HRTimeline
Signal Advisors Wealth, LLC12,134$984K0.05%-28413F-HRTimeline
Robertson Stephens Wealth Management, L…12,114$982K0.02%+92713F-HRTimeline
Rubicon Advisors, GP12,046$976K0.71%-7,89813F-HRTimeline
Kingsbury Capital Investment Advisors L…11,922$966K0.82%-40613F-HRTimeline
KMT WEALTH MANAGEMENT, LLC11,922$966K0.82%new13F-HRTimeline
Richmond Investment Services, LLC11,869$962K0.3%-13,02213F-HRTimeline
STRATEGY ASSET MANAGERS LLC11,617$942K0.14%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…11,593$940K0.22%013F-HRTimeline
Beck Bode, LLC11,549$936K0.14%-2213F-HRTimeline
CHOREO, LLC11,458$929K0.01%+45113F-HRTimeline
NWAM LLC11,308$917K0.05%+2,11213F-HRTimeline
Stonebridge Financial Group, LLC11,110$901K0.07%-81913F-HRTimeline
Regal Investment Advisors LLC10,938$887K0.05%+5,19713F-HRTimeline
PFG Investments, LLC10,861$880K0.03%+2,39313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,841$879K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,796$875K<0.01%+1,50513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC10,720$869K0.01%+36113F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,710$868K0.02%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,690$867K0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC10,644$863K0.3%+13413F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,578$857K0.19%new13F-HR/ATimeline
Prime Capital Investment Advisors, LLC10,457$848K0.01%+33713F-HRTimeline
DB&C Advisors, LLC10,446$847K0.92%-9413F-HRTimeline
LOWE BROCKENBROUGH & CO INC10,150$823K0.04%-20013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,094$818K0.01%-46813F-HRTimelineGroup
Cadent Capital Advisors, LLC10,046$814K0.17%-81013F-HRTimeline
CoreCap Advisors, LLC9,984$809K0.02%+7,84913F-HRTimeline
WealthBridge Capital Management, LLC9,829$797K0.16%-513F-HRTimeline
GK Wealth Management LLC9,809$795K0.48%new13F-HRTimeline
Alliance Wealth Advisors, LLC9,735$789K0.32%013F-HRTimeline
Warner Group LLC9,684$785K0.19%+4,76513F-HRTimeline
Advisor Resource Council9,638$781K0.26%-2413F-HRTimeline
XML Financial, LLC9,606$779K0.06%013F-HRTimeline
Simplicity Wealth,LLC9,158$742K0.03%+34513F-HRTimeline
Garden State Investment Advisory Servic…9,124$740K0.14%+1,89113F-HRTimeline
Nova Wealth Management, Inc.9,098$737K0.41%-14013F-HRTimeline
Integrated Advisors Network LLC9,031$732K0.03%+50613F-HRTimeline
Clearstead Advisors, LLC9,016$731K0.01%-97713F-HRTimeline
Allie Family Office LLC9,015$731K0.27%013F-HR/ATimeline
Exit Wealth Advisors, LLC.8,971$727K0.33%-2,77613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,949$725K0.04%+31013F-HRTimeline
Greenwich Wealth Management LLC8,891$721K0.03%013F-HRTimeline
Park Square Financial Group, LLC8,882$720K6.5%-3,35913F-HRTimeline
GENTRY PRIVATE WEALTH, LLC8,860$718K0.37%+13813F-HRTimeline
MASECO LLP8,858$718K0.02%013F-HRTimeline
Johnson Financial Group, LLC8,719$707K0.04%013F-HRTimeline
KERR FINANCIAL PLANNING Corp8,716$707K0.79%+3,21513F-HRTimeline
Belpointe Asset Management LLC8,573$695K0.02%+4813F-HRTimeline
Fortis Capital Advisors, LLC8,573$695K0.08%+4813F-HRTimeline
Cyndeo Wealth Partners, LLC8,525$691K0.03%+1,15713F-HRTimeline
Impact Partnership Wealth, LLC8,504$689K0.07%+4,80113F-HRTimeline
Summit Financial Wealth Advisors, LLC8,374$679K0.09%+1,50113F-HRTimeline
WealthTrust Asset Management, LLC8,326$675K0.37%+22613F-HRTimeline
Lighthouse Wealth Management Inc.8,325$675K0.42%013F-HRTimeline
Atlas Private Wealth Advisors8,278$671K0.15%-82413F-HRTimeline
Maia Wealth LLC8,145$660K0.1%-91413F-HRTimeline
Rossby Financial, LCC7,898$640K0.12%+3,75013F-HRTimeline
Clark Asset Management, LLC7,807$633K0.05%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC7,782$631K0.64%13F-HRTimeline
Retirement Planning Group, LLC7,531$610K0.02%-48213F-HRTimeline
Castleview Partners, LLC7,405$600K0.26%+50713F-HRTimeline
Northwest Financial Advisors7,383$598K0.08%+513F-HRTimeline
Pinnacle Bancorp, Inc.7,316$593K0.15%013F-HRTimeline
McKinney Capital Management, LLC7,294$591K0.23%+80613F-HRTimeline
MBE Wealth Management, LLC7,218$585K0.21%+42013F-HRTimeline
Balance Wealth Partners LLC7,210$584K0.16%-37413F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.7,200$584K0.16%new13F-HRTimeline
Cambridge Advisors Inc.7,107$576K0.1%+68113F-HRTimeline
Acorn Wealth Advisors, LLC7,068$573K0.14%+1,58713F-HRTimeline
Red Door Wealth Management, LLC7,046$571K0.05%013F-HRTimeline
Dynamic Advisor Solutions LLC6,949$563K0.02%+28613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,944$563K<0.01%-12913F-HRTimeline
Hofer & Associates. Inc6,934$562K0.27%+34213F-HRTimeline
Valtinson Bruner Financial Planning LLC6,911$560K0.14%new13F-HRTimeline
Castle Rock Wealth Management, LLC6,917$557K0.11%+20513F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,799$551K0.19%-15113F-HRTimeline
Realta Investment Advisors6,769$549K0.17%+19213F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,738$545K0.14%-59213F-HRTimeline
Delta Investment Management, LLC6,627$537K0.09%+1213F-HRTimeline
GeoWealth Management, LLC6,614$536K0.02%+15513F-HRTimeline
M.E. ALLISON & CO., INC.6,561$532K0.31%+3,69613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,544$530K<0.01%new13F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC6,539$530K0.07%013F-HRTimeline
Tempo Wealth, LLC6,425$521K0.08%+3,25313F-HRTimeline
Hidden Cove Wealth Management, LLC6,367$516K0.28%-28213F-HRTimeline
Laraway Financial Advisors Inc6,285$510K0.31%-9013F-HRTimeline
Apeiron RIA LLC6,272$508K0.13%-5,84313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,189$502K0.33%new13F-HRTimeline
EQUITABLE TRUST CO6,120$496K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,107$495K0.29%013F-HRTimeline
Pacific Sun Financial Corp6,100$494K0.2%013F-HRTimeline
Paragon Private Wealth Management, LLC6,090$494K0.13%-19713F-HRTimeline
Junk Investment Group, LLC5,997$486K0.22%013F-HRTimeline
BIP Wealth, LLC5,931$481K0.01%+513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,785$469K0.08%+44513F-HRTimeline
VIAWEALTH, LLC5,767$467K0.24%+2,82113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,724$464K0.21%+20813F-HRTimeline
MSH Capital Advisors LLC5,634$457K0.08%new13F-HRTimeline
Gotham Asset Management, LLC5,613$455K<0.01%-29,26713F-HRTimeline
Old Port Advisors5,549$450K0.09%013F-HRTimeline
Capital Square, LLC5,547$445K0.2%+61013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,495$445K0.02%-9513F-HRTimelineGroup
BRIGHTON JONES LLC5,484$445K0.01%+78813F-HRTimeline
GAMMA Investing LLC5,474$444K0.02%013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC5,449$442K0.05%+15813F-HRTimeline
SHP Wealth Management5,428$440K0.03%+11813F-HRTimeline
Aspire Capital Advisors LLC5,332$432K0.08%+1413F-HRTimeline
Avantra Family Wealth, Inc.5,192$421K0.27%+8213F-HRTimeline
FWG Holdings, LLC5,148$412K0.14%-1,11613F-HRTimeline
Elevated Financial Group LLC5,004$406K0.11%-1,53013F-HRTimeline
Global View Capital Management LLC5,002$405K0.08%+96013F-HRTimeline
SACKS & ASSOCIATES, LLC4,941$401K0.27%013F-HRTimeline
Advyzon Investment Management, LLC4,897$397K0.03%new13F-HRTimeline
Headlands Technologies LLC4,885$396K0.04%new13F-HRTimeline
Goldstein Advisors, LLC4,869$395K0.04%013F-HRTimeline
Register Financial Advisors LLC4,851$393K0.12%+113F-HRTimeline
Xcel Wealth Management, LLC4,845$393K0.09%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD4,838$392K0.08%13F-HRTimeline
Millstone Evans Group, LLC4,823$391K0.21%-2,13613F-HRTimeline
Sovran Advisors, LLC4,781$387K0.03%-87413F-HRTimeline