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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

643 managers (649 13F filers) reported a position in RDVY shares at 2025-03-31, 167,192,190 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
643
13F filers
649
New
45
Added
342
Reduced
181
Sold out
44
Shares held by filers
167,192,190

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,086$825K0.02%-1,57813F-HRTimelineGroup
Trueblood Wealth Management, LLC13,959$817K0.38%+1,72613F-HRTimeline
Waterfront Wealth Inc.13,957$817K0.2%+85713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.13,739$804K0.36%-17313F-HRTimeline
Onyx Bridge Wealth Group LLC13,723$803K0.12%-68013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC13,627$798K0.15%+7,42513F-HRTimeline
Clear Creek Financial Management, LLC13,580$795K0.08%-3913F-HRTimeline
SFG Wealth Management, LLC.13,451$787K0.38%+44713F-HRTimeline
DHJJ Financial Advisors, Ltd.13,251$776K0.31%+75113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …13,091$767K0.05%+9,70913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.12,909$756K0.05%-44713F-HRTimelineGroup
Kapstone Financial Advisors LLC12,799$749K0.42%-35513F-HRTimeline
Main Street Group, LTD12,794$749K0.29%+10,91813F-HRTimeline
HBK Sorce Advisory LLC12,632$739K0.02%+313F-HRTimeline
Maia Wealth LLC13,194$732K0.17%-1,99513F-HRTimeline
Continuum Advisory, LLC12,289$719K0.09%+1,70013F-HRTimeline
Secure Asset Management, LLC12,004$703K0.14%+1,90713F-HRTimeline
SYNOVUS FINANCIAL CORP11,882$696K0.01%+2,23913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,730$687K<0.01%-3,23813F-HRTimelineGroup
Krilogy Financial LLC11,724$686K0.04%-16813F-HRTimeline
Strategic Family Wealth Counselors, L.L…11,619$680K0.22%+54213F-HRTimeline
Delta Investment Management, LLC11,478$672K0.14%+94113F-HRTimeline
Paragon Private Wealth Management, LLC11,443$670K0.31%-1,54113F-HRTimeline
Confluence Wealth Services, Inc.11,961$667K0.04%-80413F-HRTimeline
Three Magnolias Financial Advisors, LLC11,333$663K0.56%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,201$656K<0.01%-4,60213F-HR/ATimelineGroup
Stonebridge Financial Group, LLC10,950$641K0.07%+1,18213F-HRTimeline
Prepared Retirement Institute LLC10,769$630K0.4%new13F-HRTimeline
Composition Wealth, LLC10,588$620K0.01%new13F-HRTimeline
XML Financial, LLC10,525$616K0.06%013F-HRTimeline
Uniting Wealth Partners, LLC10,509$615K0.31%+6,69913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC10,417$610K0.04%+1,65813F-HRTimeline
Creekmur Asset Management LLC10,408$609K0.13%+7413F-HRTimeline
Merkkuri Wealth Advisors LLC10,368$607K0.52%-4213F-HRTimeline
CIBC WORLD MARKET INC.10,197$597K<0.01%-36513F-HRTimeline
REAP Financial Group, LLC10,064$589K0.15%-913F-HRTimeline
Aspire Capital Advisors LLC10,007$586K0.17%-203,86913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,963$583K<0.01%+4,86613F-HRTimeline
Michels Family Financial, LLC9,866$578K0.52%-6713F-HRTimeline
CHOREO, LLC9,853$577K0.01%-79613F-HRTimeline
Clark Capital Management Group, Inc.9,824$575K<0.01%+2,97813F-HRTimeline
Prime Capital Investment Advisors, LLC9,817$575K0.01%+2,51113F-HRTimeline
Full Sail Capital, LLC9,790$573K0.04%+3,14513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,754$571K0.01%+3,08813F-HRTimelineGroup
Alliance Wealth Advisors, LLC9,750$571K0.34%-46,33213F-HRTimeline
Integrated Advisors Network LLC9,477$555K0.03%+63113F-HRTimeline
Wills Financial Group LLC9,280$543K0.24%13F-HRTimeline
Synergy Investment Management, LLC9,257$542K0.23%+24413F-HRTimeline
CALTON & ASSOCIATES, INC.9,244$541K0.12%+67413F-HR/ATimeline
Wealth Watch Advisors, INC9,069$531K0.43%+1,60013F-HRTimeline
Aveo Capital Partners, LLC8,971$522K0.09%-7,36513F-HRTimeline
WealthTrust Asset Management, LLC8,889$520K0.39%-39313F-HRTimeline
Greenwich Wealth Management LLC8,889$520K0.04%+113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC8,878$520K0.92%+1013F-HRTimeline
Garden State Investment Advisory Servic…8,720$510K0.16%+3,75013F-HRTimeline
Sovran Advisors, LLC9,339$510K0.07%-73613F-HRTimeline
PFG Investments, LLC8,636$506K0.03%+33313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,507$498K0.04%-46913F-HRTimeline
Pinnacle Financial Partners Inc8,167$478K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,033$470K0.03%-1013F-HRTimelineGroup
Maridea Wealth Management LLC8,025$470K0.15%+2,81513F-HRTimeline
Moors & Cabot, Inc.8,024$470K0.02%+43713F-HRTimeline
Millstone Evans Group, LLC7,804$457K0.31%013F-HRTimeline
Castleview Partners, LLC7,787$456K0.31%-4313F-HRTimeline
Cyndeo Wealth Partners, LLC7,759$454K0.03%+16213F-HRTimeline
CENTAURUS FINANCIAL, INC.7,734$453K0.03%+4,76313F-HRTimeline
FORTE CAPITAL LLC /ADV7,640$447K0.05%-89513F-HRTimeline
Balance Wealth Partners LLC7,631$447K0.29%13F-HRTimeline
Clearstead Advisors, LLC7,452$436K0.01%-1,50513F-HRTimeline
TOWNSQUARE CAPITAL LLC7,346$430K<0.01%new13F-HRTimeline
Ballew Advisors, Inc7,513$413K0.28%new13F-HRTimeline
Red Door Wealth Management, LLC7,046$412K0.06%013F-HRTimeline
Keystone Wealth Services, LLC7,043$412K0.11%+1,65613F-HRTimeline
Dynamic Advisor Solutions LLC6,890$403K0.01%+2,13613F-HRTimeline
1776 Wealth LLC6,776$397K0.18%013F-HRTimeline
Cutter & CO Brokerage, Inc.6,758$396K0.09%+2,81113F-HRTimeline
Old Port Advisors6,757$396K0.12%013F-HRTimeline
Independent Wealth Network Inc.6,449$378K0.15%+73613F-HRTimeline
FWG Holdings, LLC6,517$372K0.18%-20413F-HRTimeline
Westside Investment Management, Inc.6,171$361K0.08%013F-HRTimeline
Fisher Asset Management, LLC6,135$359K<0.01%new13F-HRTimeline
Pacific Sun Financial Corp6,130$359K0.2%+4013F-HRTimeline
EQUITABLE TRUST CO6,120$358K0.02%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,024$353K0.07%new13F-HRTimeline
Brookwood Investment Group LLC5,860$343K0.06%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,797$339K0.07%-63213F-HRTimeline
Castle Rock Wealth Management, LLC5,757$337K0.09%+7213F-HRTimeline
Zullo Investment Group, Inc.5,746$336K0.14%+3413F-HRTimeline
Realta Investment Advisors5,709$334K0.15%-59813F-HRTimeline
Element Wealth, LLC5,633$330K0.18%+26313F-HRTimeline
Alta Wealth Advisors LLC5,603$328K0.15%+23613F-HRTimeline
Laraway Financial Advisors Inc5,589$327K0.26%+1113F-HRTimeline
Goldstein Advisors, LLC5,491$321K0.05%-14513F-HRTimeline
Founders Financial Alliance, LLC5,485$321K0.08%+12913F-HRTimeline
GAMMA Investing LLC5,479$321K0.02%013F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,461$320K<0.01%new13F-HRTimelineGroup
Navis Wealth Advisors, LLC5,451$319K0.31%+813F-HRTimeline
Sequent Asset Management, LLC5,364$314K0.17%+32213F-HRTimeline
Trexquant Investment LP5,307$311K<0.01%+30813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,258$308K0.02%013F-HRTimelineGroup
Principle Wealth Partners LLC5,230$306K0.02%-17013F-HRTimeline
Avantra Family Wealth, Inc.5,054$296K0.28%+99113F-HRTimeline
Avidian Wealth Enterprises, LLC5,000$293K0.01%-63713F-HRTimeline
QTR Family Wealth, LLC4,949$290K0.22%13F-HRTimeline
Whipplewood Advisors, LLC31,681$287K0.21%+26,77413F-HRTimeline
Hofer & Associates. Inc4,898$287K0.19%+28713F-HRTimeline
Concorde Asset Management, LLC5,096$285K0.15%+30913F-HRTimeline
Xcel Wealth Management, LLC4,845$284K0.09%013F-HRTimeline
Capital Square, LLC4,825$282K0.17%-4113F-HRTimeline
Register Financial Advisors LLC4,787$280K0.15%-34713F-HRTimeline
Lighthouse Wealth Management Inc.4,770$279K0.26%-25013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,748$278K0.02%+2,25013F-HRTimelineGroup
Faithward Advisors, LLC4,722$276K0.05%-37613F-HRTimeline
WealthPLAN Partners, LLC4,693$275K0.04%013F-HRTimeline
NWAM LLC4,687$274K0.02%+213F-HRTimeline
Heritage Wealth Partners, LLC4,671$273K0.42%new13F-HRTimeline
MBE Wealth Management, LLC4,643$272K0.13%+58613F-HRTimeline
CPC Advisors, LLC4,616$270K0.04%013F-HRTimeline
GREAT LAKES ADVISORS, LLC4,600$269K<0.01%013F-HRTimeline
Crown Wealth Group, LLC4,443$260K0.13%new13F-HRTimeline
GeoWealth Management, LLC4,432$259K0.01%+1,24713F-HRTimeline
Frisch Financial Group, Inc.4,431$259K0.07%+1213F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,364$255K0.01%new13F-HRTimeline
MEMBERS WEALTH LLC4,323$253K0.19%-10213F-HRTimeline
Tyler-Stone Wealth Management4,301$252K0.05%+213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC4,254$249K0.08%new13F-HR/ATimeline
Fee-Only Financial Planning, L.C.4,235$248K0.17%-20013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,231$248K<0.01%+43213F-HRTimelineGroup
Kraft, Davis & Associates, LLC4,495$247K0.08%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC4,224$247K0.14%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,145$243K0.08%+9413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,135$242K0.05%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,129$242K0.13%+113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,096$240K<0.01%-9,41113F-HRTimelineGroup
Signal Advisors Wealth, LLC4,063$238K0.02%new13F-HRTimeline
Ethos Financial Group, LLC4,017$238K0.02%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…4,226$237K0.17%new13F-HRTimeline
Formidable Asset Management, LLC4,037$236K0.04%013F-HRTimeline
Strategies Wealth Advisors, LLC4,024$236K0.03%+1713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,006$235K0.09%+12513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,991$234K0.11%-23013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,500$232K<0.01%-12213F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC3,900$228K0.02%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,896$228K0.19%013F-HRTimeline
CERTUITY, LLC3,793$222K0.02%new13F-HRTimeline
SkyOak Wealth, LLC3,775$221K0.05%-8313F-HRTimeline
Cresta Advisors, Ltd.3,700$217K0.11%013F-HRTimeline
Asset Dedication, LLC3,665$215K0.02%013F-HRTimeline
Sensible Money, LLC3,665$215K0.09%013F-HRTimeline
Armbruster Capital Management, Inc.3,625$212K0.04%-63013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,550$208K0.08%013F-HRTimeline
Bedel Financial Consulting, Inc.3,575$207K0.03%new13F-HRTimeline
MATAURO, LLC3,496$205K0.04%+1613F-HRTimeline
Headland Capital, LLC3,432$201K0.07%new13F-HRTimeline
Forum Private Client Group LLC3,425$201K0.09%-56213F-HRTimeline
CoreCap Advisors, LLC3,127$183K0.01%-29513F-HRTimeline
Federation des caisses Desjardins du Qu…3,127$183K<0.01%+1,11913F-HRTimeline
NewSquare Capital LLC3,018$177K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,941$172K0.06%013F-HRTimeline
Kiker Wealth Management, LLC2,906$170K0.12%+20213F-HRTimeline
Smithfield Trust Co2,800$164K0.01%013F-HRTimeline
Parkside Financial Bank & Trust2,494$146K0.02%-1,36013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,130$125K0.02%013F-HRTimeline
TruNorth Capital Management, LLC2,108$123K0.03%013F-HRTimeline
Coston, McIsaac & Partners2,062$120K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,909$112K<0.01%+1,00813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,839$108K0.08%-2,98913F-HRTimeline
Wilmington Savings Fund Society, FSB1,750$102K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,600$93.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,370$80.2K0.03%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,286$76K0.03%+33713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,258$73.6K<0.01%013F-HRTimeline
PSI Advisors, LLC1,120$65.6K0.02%013F-HRTimeline
Holos Integrated Wealth LLC1,076$63K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,024$59.9K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,000$58.5K<0.01%-70413F-HRTimelineGroup
NFSG Corp1,000$58.5K0.01%-21013F-HRTimeline
Key Financial Inc969$56.7K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC925$54.1K0.01%+16013F-HRTimeline
Wiser Advisor Group LLC913$53.5K0.08%+413F-HRTimeline
MCF Advisors LLC837$49K<0.01%013F-HRTimeline
Rossby Financial, LCC806$45.7K0.02%new13F-HRTimeline
Crewe Advisors LLC748$43.8K0.01%+213F-HRTimeline
Atlantic Edge Private Wealth Management…674$39.5K0.01%+46613F-HRTimeline
Quest 10 Wealth Builders, Inc.657$38.5K0.04%-91213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.649$38K0.03%+213F-HRTimeline
Hexagon Capital Partners LLC615$36K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC612$35.8K<0.01%013F-HRTimeline
WealthShield Partners, LLC600$35.1K<0.01%013F-HRTimeline
Kings Path Partners LLC558$32.7K0.02%013F-HRTimeline
Archer Investment Corp549$32.1K0.01%+313F-HRTimeline
Rise Advisors, LLC525$30.7K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.512$30K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PFG Private Wealth Management, LLC512$30K0.02%013F-HRTimeline
SVB WEALTH LLC500$29.3K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…491$28.7K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.483$28.3K0.01%+113F-HRTimeline
First Command Advisory Services, Inc.475$27.8K<0.01%013F-HRTimeline
MATHER GROUP, LLC.466$27.3K<0.01%013F-HRTimeline
Graney & King, LLC462$27K0.02%+113F-HRTimeline