Skip to content
Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

Follow

RISNG DIVD ACHIV (fund)

645 managers (654 13F filers) reported a position in RDVY shares at 2024-12-31, 155,539,015 shares in all. 47 filers opened a position and 33 filers sold out during the quarter.

Managers
645
13F filers
654
New
47
Added
295
Reduced
168
Sold out
33
Shares held by filers
155,539,015

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Prosperity Consulting Group, LLC13,401$793K0.06%+1,45413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,357$790K0.03%+3,51313F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.13,356$790K0.06%-62213F-HRTimelineGroup
Zions Bancorporation, N.A.13,200$781K0.05%013F-HRTimeline
Waterfront Wealth Inc.13,100$775K0.19%+12213F-HRTimeline
Compound Planning, Inc.13,027$770K0.04%+13113F-HRTimeline
SFG Wealth Management, LLC.13,004$769K0.4%+1,73413F-HRTimeline
Paragon Private Wealth Management, LLC12,984$768K0.35%+91413F-HRTimeline
Mach-1 Financial Group, LLC12,831$759K1.37%-120,26213F-HRTimeline
HBK Sorce Advisory LLC12,629$747K0.02%-14513F-HRTimeline
DHJJ Financial Advisors, Ltd.12,500$739K0.29%+13313F-HRTimeline
Trueblood Wealth Management, LLC12,233$723K0.36%+16713F-HRTimeline
Clarus Wealth Advisors11,888$711K0.35%-38613F-HRTimeline
Krilogy Financial LLC11,892$703K0.05%-23513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,827$699K0.01%+8,16613F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…11,077$655K0.21%+10113F-HRTimeline
LYNCH & ASSOCIATES/IN10,862$642K0.14%+98313F-HRTimeline
CHOREO, LLC10,649$631K0.01%-4813F-HRTimeline
Continuum Advisory, LLC10,589$626K0.08%+17313F-HRTimeline
CIBC WORLD MARKET INC.10,562$625K<0.01%013F-HRTimeline
Delta Investment Management, LLC10,537$623K0.12%+6113F-HRTimeline
XML Financial, LLC10,525$622K0.06%013F-HRTimeline
Merkkuri Wealth Advisors LLC10,410$616K0.49%-1,66413F-HRTimeline
Creekmur Asset Management LLC10,334$611K0.14%-51013F-HRTimeline
Sovran Advisors, LLC10,075$610K0.09%13F-HRTimeline
Secure Asset Management, LLC10,097$597K0.09%-26,90713F-HRTimeline
REAP Financial Group, LLC10,073$596K0.15%-1,07313F-HRTimeline
Michels Family Financial, LLC9,933$587K0.54%13F-HRTimeline
Stonebridge Financial Group, LLC9,768$578K0.06%13F-HRTimeline
SYNOVUS FINANCIAL CORP9,643$571K0.01%+1,03113F-HRTimeline
WealthTrust Asset Management, LLC9,282$549K0.39%+2,65513F-HRTimeline
LVZ, Inc.9,203$544K0.07%+1,50413F-HRTimeline
Synergy Investment Management, LLC9,013$533K0.23%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,976$531K0.04%013F-HRTimeline
Clearstead Advisors, LLC8,957$530K0.01%-5613F-HRTimeline
National Wealth Management Group, LLC8,899$526K0.35%+85813F-HRTimeline
Greenwich Wealth Management LLC8,888$526K0.04%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC8,868$524K0.91%13F-HRTimeline
Integrated Advisors Network LLC8,846$523K0.03%-21313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC8,759$518K0.04%+2,39713F-HRTimeline
CALTON & ASSOCIATES, INC.8,570$507K0.22%new13F-HRTimeline
FORTE CAPITAL LLC /ADV8,535$505K0.06%+33013F-HRTimeline
Wills Financial Group, Inc.8,335$493K0.21%+3,79113F-HRTimeline
PFG Investments, LLC8,303$491K0.03%+87713F-HRTimeline
Pinnacle Financial Partners Inc8,167$483K0.01%+71213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,043$476K0.03%+2,28313F-HRTimelineGroup
Castleview Partners, LLC7,830$462K0.25%-1,32213F-HR/ATimeline
Millstone Evans Group, LLC7,804$462K0.31%13F-HRTimeline
Cyndeo Wealth Partners, LLC7,597$449K0.03%+1,28713F-HRTimeline
Moors & Cabot, Inc.7,587$449K0.02%+3,01213F-HRTimeline
Wealth Watch Advisors, INC7,469$442K0.27%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,428$439K<0.01%+2,66113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC7,306$432K0.01%+1413F-HRTimeline
WealthBridge Capital Management, LLC7,278$430K0.12%+3513F-HRTimeline
FWG Holdings, LLC6,721$418K0.2%-113F-HRTimeline
Red Door Wealth Management, LLC7,046$417K0.06%013F-HRTimeline
Clark Capital Management Group, Inc.6,846$405K<0.01%+44613F-HRTimeline
1776 Wealth LLC6,776$401K0.18%-913F-HRTimeline
Old Port Advisors6,757$400K0.11%+2913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,666$394K0.01%+32113F-HRTimelineGroup
Full Sail Capital, LLC6,645$393K0.03%013F-HRTimeline
Creative Planningin group Creative Planning6,584$389K<0.01%+2,87113F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC6,429$380K0.07%013F-HRTimeline
Realta Investment Advisors6,307$376K0.15%+1,12913F-HRTimeline
JFG Wealth Management, LLC6,324$374K0.09%-26713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,202$367K0.1%13F-HRTimeline
Westside Investment Management, Inc.6,171$365K0.08%013F-HRTimeline
EQUITABLE TRUST CO6,120$362K0.02%013F-HRTimeline
Pacific Sun Financial Corp6,090$360K0.2%+17013F-HRTimeline
Castle Rock Wealth Management, LLC5,685$356K0.08%-6,33713F-HRTimeline
Independent Wealth Network Inc.5,713$338K0.14%+26213F-HRTimeline
Zullo Investment Group, Inc.5,712$338K0.14%+2813F-HRTimeline
Avidian Wealth Enterprises, LLC5,637$333K0.01%-18213F-HRTimeline
Goldstein Advisors, LLC5,636$333K0.05%-22313F-HRTimeline
Laraway Financial Advisors Inc5,578$330K0.25%+213F-HRTimeline
GAMMA Investing LLC5,479$324K0.03%+1,55813F-HRTimeline
Navis Wealth Advisors, LLC5,443$322K0.35%+913F-HRTimeline
Principle Wealth Partners LLC5,400$319K0.02%-2,30513F-HRTimeline
Keystone Wealth Services, LLC5,387$319K0.08%+42913F-HRTimeline
Element Wealth, LLC5,370$318K0.17%+1,20713F-HRTimeline
Alta Wealth Advisors LLC5,367$317K0.14%-1,07213F-HRTimeline
Founders Financial Alliance, LLC5,356$317K0.09%+1913F-HRTimeline
Bleakley Financial Group, LLC5,278$312K0.01%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,258$311K0.02%013F-HRTimelineGroup
KPP Advisory Services LLC5,212$308K0.07%-35213F-HRTimeline
Maridea Wealth Management LLC5,210$308K0.1%13F-HRTimeline
Capital Square, LLC4,866$304K0.17%+54713F-HRTimeline
Register Financial Advisors LLC5,134$304K0.15%+5,00413F-HRTimeline
Centennial Wealth Advisory LLC5,121$303K0.12%+1,70313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,119$303K<0.01%+71913F-HRTimelineGroup
Faithward Advisors, LLC5,098$301K0.05%+12013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,097$301K<0.01%+91913F-HRTimeline
Advisor Resource Council5,070$300K0.22%new13F-HRTimeline
Sequent Asset Management, LLC5,042$298K0.15%013F-HRTimeline
Bison Wealth, LLC5,022$297K0.07%-35013F-HRTimeline
Lighthouse Wealth Management Inc.5,020$297K0.27%13F-HRTimeline
Trexquant Investment LP4,999$296K<0.01%-19913F-HRTimeline
Garden State Investment Advisory Servic…4,970$294K0.09%new13F-HRTimeline
Whipplewood Advisors, LLC4,907$290K0.16%13F-HRTimeline
Xcel Wealth Management, LLC4,845$287K0.08%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4,828$286K0.21%13F-HRTimeline
Concorde Asset Management, LLC4,787$283K0.15%-4213F-HRTimeline
Dynamic Advisor Solutions LLC4,754$281K0.01%-13513F-HRTimeline
Presidio Capital Management, LLC4,717$279K0.15%-1,22513F-HRTimeline
Simplicity Wealth,LLC4,697$278K0.06%-8,86913F-HRTimeline
WealthPLAN Partners, LLC4,693$278K0.04%013F-HRTimeline
NWAM LLC4,685$277K0.02%+213F-HRTimeline
Kraft, Davis & Associates, LLC4,495$277K0.08%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,622$277K<0.01%-70413F-HRTimelineGroup
CPC Advisors, LLC4,616$273K0.04%-7013F-HRTimeline
Hofer & Associates. Inc4,611$273K0.18%+1,09513F-HRTimeline
MEMBERS WEALTH LLC4,425$272K0.2%13F-HRTimeline
GREAT LAKES ADVISORS, LLC4,600$272K<0.01%013F-HRTimeline
Fee-Only Financial Planning, L.C.4,435$262K0.17%-20013F-HRTimeline
Frisch Financial Group, Inc.4,419$261K0.08%+1413F-HRTimeline
Executive Wealth Management, LLC4,410$261K0.02%+52913F-HRTimeline
Tyler-Stone Wealth Management4,299$254K0.05%+213F-HRTimeline
Armbruster Capital Management, Inc.4,255$252K0.05%new13F-HRTimeline
Strategies Wealth Advisors, LLC4,007$250K0.03%+2013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.4,221$250K0.11%-15913F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,128$244K0.12%+213F-HRTimeline
Avantra Family Wealth, Inc.4,063$240K0.22%13F-HRTimeline
MBE Wealth Management, LLC4,057$240K0.14%+16313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,051$240K0.03%-75413F-HRTimeline
Formidable Asset Management, LLC4,037$239K0.04%013F-HRTimeline
Ethos Financial Group, LLC4,017$238K0.03%-1,11013F-HRTimeline
Forum Private Client Group LLC3,987$236K0.1%-3213F-HRTimeline
Cutter & CO Brokerage, Inc.3,947$233K0.06%+22613F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,896$230K0.96%+35013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,881$230K0.1%-1,14513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,877$229K0.12%-51113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,862$228K0.1%-1,16113F-HRTimeline
SkyOak Wealth, LLC3,858$228K0.05%+12513F-HRTimeline
Parkside Financial Bank & Trust3,854$228K0.03%+1,36013F-HRTimeline
Arete Wealth Advisors, LLC3,809$226K0.02%-82113F-HRTimeline
Uniting Wealth Partners, LLC3,810$225K0.11%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,799$225K<0.01%+1,02113F-HRTimelineGroup
Dash Acquisitions Inc.3,557$223K0.05%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,709$219K<0.01%new13F-HRTimelineGroup
Cresta Advisors, Ltd.3,700$219K0.11%013F-HRTimeline
Asset Dedication, LLC3,665$217K0.02%013F-HRTimeline
Sensible Money, LLC3,665$217K0.1%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,550$210K0.09%013F-HRTimeline
Traynor Capital Management, Inc.3,528$209K0.02%new13F-HRTimeline
MATAURO, LLC3,480$206K0.04%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,462$205K<0.01%new13F-HRTimeline
GDS Wealth Management3,455$204K0.02%-42213F-HRTimeline
NWF Advisory Services Inc.3,427$203K0.03%new13F-HRTimeline
CoreCap Advisors, LLC3,422$202K0.01%-18,34913F-HRTimeline
Lifeworks Advisors, LLC3,420$202K0.04%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,382$200K0.02%new13F-HRTimelineGroup
Householder Group Estate & Retirement S…3,333$197K0.15%-1,41713F-HRTimeline
GeoWealth Management, LLC3,185$188K0.01%-3,04113F-HRTimeline
NewSquare Capital LLC3,018$178K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,971$176K0.01%-3,18013F-HRTimeline
Pinnacle Bancorp, Inc.2,941$174K0.06%+75013F-HRTimeline
Smithfield Trust Co2,800$166K0.01%013F-HRTimeline
Kiker Wealth Management, LLC2,704$160K0.13%13F-HRTimeline
EP Wealth Advisors, LLC2,634$156K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,505$148K0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,498$148K0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,130$126K0.02%+1413F-HRTimeline
TruNorth Capital Management, LLC2,108$125K0.03%013F-HRTimeline
Coston, McIsaac & Partners2,062$121K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,008$119K<0.01%+79813F-HRTimeline
SIGNATUREFD, LLC1,958$116K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,945$115K0.08%013F-HRTimeline
Main Street Group, LTD1,876$111K0.04%+15713F-HRTimeline
Wilmington Savings Fund Society, FSB1,750$103K<0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC1,710$101K0.09%-12613F-HRTimeline
BOKF, NAin group BOKF, NA1,704$100K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC1,600$94.6K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,569$92.8K0.09%13F-HRTimeline
United Community Bankin group United Community Bank1,370$81K0.03%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,258$74.4K<0.01%new13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,244$74K<0.01%-51513F-HRTimelineGroup
NFSG Corp1,210$71.6K0.02%013F-HRTimeline
PSI Advisors, LLC1,120$66.2K0.02%013F-HRTimeline
Holos Integrated Wealth LLC1,076$63.6K0.04%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,024$60.6K<0.01%013F-HRTimelineGroup
Key Financial Inc969$57.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.949$57K0.03%+20313F-HRTimeline
EASTERN BANK959$56.7K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC909$53.8K0.08%+413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC901$53.3K<0.01%+56613F-HRTimeline
MCF Advisors LLC837$49.5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC765$45.2K<0.01%013F-HRTimeline
Crewe Advisors LLC746$44.1K0.01%-88913F-HRTimeline
Sugarloaf Wealth Management, LLC676$40K0.01%new13F-HRTimeline
Sound Income Strategies, LLC671$39.7K<0.01%+67113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.647$38.2K0.03%13F-HRTimeline
WR Wealth Planners, LLC634$37.5K0.01%-9713F-HRTimeline
Venturi Wealth Management, LLC630$37.3K<0.01%-1,13713F-HRTimeline
Hexagon Capital Partners LLC615$36.4K0.01%+31513F-HRTimeline
ROTHSCHILD INVESTMENT LLC612$36.2K<0.01%013F-HRTimeline
WealthShield Partners, LLC600$35.5K0.01%013F-HRTimeline
Kings Path Partners LLC558$33K0.01%013F-HRTimeline
Archer Investment Corp546$32.3K0.01%+313F-HRTimeline
PFG Private Wealth Management, LLC512$30.3K0.02%013F-HRTimeline
Raleigh Capital Management Inc.482$28.5K0.01%+15513F-HRTimeline