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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

645 managers (653 13F filers) reported a position in RDVY shares at 2025-06-30, 175,643,409 shares in all. 45 filers opened a position and 40 filers sold out during the quarter.

Managers
645
13F filers
653
New
45
Added
319
Reduced
211
Sold out
40
Shares held by filers
175,643,409

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Comprehensive Financial Consultants Ins…14,076$883K0.29%-21813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,868$870K0.02%-3,08813F-HRTimeline
Waterfront Wealth Inc.13,857$869K0.19%-10013F-HRTimeline
CALTON & ASSOCIATES, INC.13,686$859K0.15%+4,44213F-HRTimeline
Creative Planningin group Creative Planning13,383$840K<0.01%-5,93813F-HRTimelineGroup
Uniting Wealth Partners, LLC13,133$824K0.32%+2,62413F-HRTimeline
Clarity Capital Partners LLC12,977$814K0.29%-2,54813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.12,866$807K0.33%-87313F-HRTimeline
Continuum Advisory, LLC12,762$801K0.1%+47313F-HRTimeline
Sunbelt Securities, Inc.13,531$800K0.07%-12,56113F-HRTimeline
HBK Sorce Advisory LLC12,674$795K0.02%+4213F-HRTimeline
Confluence Wealth Services, Inc.12,485$783K0.04%+52413F-HRTimeline
Onyx Bridge Wealth Group LLC12,421$779K0.1%-1,30213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,389$777K0.05%-52013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,276$770K0.05%+4,24313F-HRTimelineGroup
Clear Creek Financial Management, LLC12,054$756K0.07%-1,52613F-HRTimeline
Nova Wealth Management, Inc.11,959$750K0.55%-3,61913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,958$750K0.05%new13F-HR/ATimeline
VICTORY FINANCIAL GROUP, LLC11,898$746K0.12%-1,72913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC11,756$738K0.05%+1,33913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,720$735K0.05%+3,21313F-HRTimeline
Advisor Resource Council11,631$730K0.36%-13,44513F-HRTimeline
Strategic Family Wealth Counselors, L.L…11,619$729K0.21%013F-HRTimeline
Maia Wealth LLC11,306$709K0.14%-1,88813F-HRTimeline
Cresset Asset Management, LLC11,198$703K<0.01%-11,80613F-HR/ATimeline
Keystone Wealth Services, LLC11,189$702K0.17%+4,14613F-HRTimeline
CHOREO, LLC11,026$692K0.01%+1,17313F-HRTimeline
Sowell Financial Services LLC10,887$683K0.03%-9,61813F-HRTimeline
Prepared Retirement Institute LLC10,798$677K0.4%+2913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,604$665K0.03%+5,85613F-HRTimelineGroup
XML Financial, LLC10,525$660K0.06%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,363$650K<0.01%new13F-HRTimelineGroup
Michels Family Financial, LLC10,346$649K0.55%+48013F-HRTimeline
Wealth Watch Advisors, INC10,284$645K0.38%+1,21513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,102$634K0.01%new13F-HRTimeline
REAP Financial Group, LLC10,073$632K0.15%+913F-HRTimeline
Clearstead Advisors, LLC10,008$628K0.01%+2,55613F-HRTimeline
Stonebridge Financial Group, LLC9,832$617K0.06%-1,11813F-HRTimeline
Wills Financial Group LLC9,809$615K0.27%+52913F-HRTimeline
CENTAURUS FINANCIAL, INC.9,765$613K0.04%+2,03113F-HRTimeline
Ballew Advisors, Inc9,542$609K0.36%+2,02913F-HRTimeline
Synergy Investment Management, LLC9,485$595K0.36%+22813F-HRTimeline
Creekmur Asset Management LLC9,256$581K0.1%-1,15213F-HRTimeline
Paragon Private Wealth Management, LLC9,178$576K0.23%-2,26513F-HRTimeline
B. Riley Wealth Advisors, Inc.8,997$564K0.03%-21,79713F-HRTimeline
PFG Investments, LLC8,986$564K0.03%+35013F-HRTimeline
Alliance Wealth Advisors, LLC8,940$561K0.31%-81013F-HRTimeline
Greenwich Wealth Management LLC8,890$558K0.03%+113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC8,885$557K0.91%+713F-HRTimeline
MASECO LLP8,858$556K0.02%13F-HRTimeline
Pinnacle Financial Partners Inc8,517$534K0.01%+35013F-HRTimeline
AMERIFLEX GROUP, INC.8,557$531K0.28%-10,39613F-HRTimeline
Tradewinds, LLC.8,298$521K0.4%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,298$521K0.4%-2,07013F-HRTimeline
Moors & Cabot, Inc.8,218$516K0.02%+19413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC8,082$507K0.07%new13F-HRTimeline
Castleview Partners, LLC7,901$496K0.32%+11413F-HRTimeline
Millstone Evans Group, LLC7,804$490K0.33%013F-HRTimeline
NWAM LLC7,664$485K0.03%+2,97713F-HR/ATimeline
Cyndeo Wealth Partners, LLC7,722$484K0.03%-3713F-HRTimeline
Balance Wealth Partners LLC7,655$480K0.28%+2413F-HRTimeline
FORTE CAPITAL LLC /ADV7,640$479K0.05%013F-HRTimeline
Integrated Advisors Network LLC7,518$472K0.02%-1,95913F-HRTimeline
Garden State Investment Advisory Servic…7,495$470K0.13%-1,22513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,481$469K0.01%-2,27313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC7,321$459K0.01%-2,49613F-HRTimeline
Element Wealth, LLC7,192$451K0.21%+1,55913F-HRTimeline
Clark Capital Management Group, Inc.7,064$443K<0.01%-2,76013F-HRTimeline
Red Door Wealth Management, LLC7,046$442K0.05%013F-HRTimeline
CPC Advisors, LLC6,989$438K0.06%+2,37313F-HRTimeline
1776 Wealth LLC6,701$420K0.17%-7513F-HRTimeline
WealthPLAN Partners, LLC6,696$420K0.07%+2,00313F-HRTimeline
FWG Holdings, LLC6,519$415K0.2%+213F-HRTimeline
Delta Investment Management, LLC6,564$412K0.08%-4,91413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,539$410K0.07%+51513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,448$405K0.16%new13F-HRTimeline
Independent Wealth Network Inc.6,446$404K0.15%-313F-HRTimeline
WealthTrust Asset Management, LLC6,357$399K0.3%-2,53213F-HRTimeline
Allie Family Office LLC6,152$386K0.19%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,145$386K0.02%+88713F-HRTimelineGroup
Pacific Sun Financial Corp6,130$385K0.2%013F-HRTimeline
EQUITABLE TRUST CO6,120$384K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,107$383K0.47%13F-HRTimeline
Castle Rock Wealth Management, LLC6,049$383K0.09%+29213F-HRTimeline
Aspire Capital Advisors LLC6,093$382K0.11%-3,91413F-HRTimeline
Laraway Financial Advisors Inc6,090$382K0.29%+50113F-HRTimeline
Dynamic Advisor Solutions LLC5,952$373K0.01%-93813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,855$367K0.07%new13F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC5,848$367K0.07%+5113F-HRTimeline
Zullo Investment Group, Inc.5,785$363K0.15%+3913F-HRTimeline
Realta Investment Advisors5,783$363K0.14%+7413F-HRTimeline
Hofer & Associates. Inc5,777$362K0.23%+87913F-HRTimeline
GeoWealth Management, LLC5,676$356K0.01%+1,24413F-HRTimeline
Rise Advisors, LLC5,659$355K0.14%+5,13413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,657$355K<0.01%+1,56113F-HRTimelineGroup
Old Port Advisors5,549$348K0.09%-1,20813F-HRTimeline
GAMMA Investing LLC5,479$344K0.02%013F-HRTimeline
Brookwood Investment Group LLC5,463$343K0.06%-39713F-HRTimeline
Navis Wealth Advisors, LLC5,456$342K0.29%+513F-HRTimeline
Full Sail Capital, LLC5,440$341K0.02%-4,35013F-HRTimeline
Strategies Wealth Advisors, LLC5,420$340K0.04%+1,39613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,400$339K0.21%+3,56113F-HRTimeline
Sovran Advisors, LLC5,345$339K0.04%-3,99413F-HRTimeline
Sequent Asset Management, LLC5,364$337K0.27%013F-HRTimeline
Alta Wealth Advisors LLC5,301$333K0.16%-30213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5,256$330K1.57%-129,94013F-HRTimeline
Goldstein Advisors, LLC5,174$325K0.04%-31713F-HRTimeline
Principle Wealth Partners LLC5,149$323K0.02%-8113F-HRTimeline
Founders Financial Alliance, LLC4,994$313K0.07%-49113F-HRTimeline
QTR Family Wealth, LLC4,988$313K0.19%+3913F-HRTimeline
Capital Square, LLC4,811$304K0.16%-1413F-HRTimeline
Xcel Wealth Management, LLC4,845$304K0.09%013F-HRTimeline
Register Financial Advisors LLC4,789$300K0.13%+213F-HRTimeline
Lighthouse Wealth Management Inc.4,770$299K0.26%013F-HRTimeline
Three Magnolias Financial Advisors, LLC4,756$298K0.21%-6,57713F-HRTimeline
MBE Wealth Management, LLC4,709$295K0.13%+6613F-HRTimeline
Faithward Advisors, LLC4,683$294K0.05%-3913F-HRTimeline
Smith Anglin Financial, LLC4,659$292K0.03%new13F-HRTimeline
Trexquant Investment LP4,647$292K<0.01%-66013F-HRTimeline
GREAT LAKES ADVISORS, LLC4,600$289K<0.01%013F-HRTimeline
Kraft, Davis & Associates, LLC4,495$289K0.08%013F-HRTimeline
NFSG Corp4,460$280K0.05%+3,46013F-HRTimeline
Frisch Financial Group, Inc.4,438$278K0.07%+713F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…4,359$276K0.18%+13313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,341$272K<0.01%-15913F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC4,320$271K0.09%+17513F-HRTimeline
Tyler-Stone Wealth Management4,302$270K0.04%+113F-HRTimeline
Fee-Only Financial Planning, L.C.4,235$266K0.16%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,210$264K<0.01%new13F-HR/ATimelineGroup
Investor's Fiduciary Advisor Network, L…4,212$264K0.1%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,130$259K0.13%+113F-HRTimeline
Eaton Financial Holdings Company, LLC4,125$259K0.08%new13F-HRTimeline
Whipplewood Advisors, LLC4,107$258K0.14%-27,57413F-HRTimeline
Signal Advisors Wealth, LLC3,990$250K0.02%-7313F-HRTimeline
Robertson Stephens Wealth Management, L…3,966$249K0.01%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,903$245K0.19%+713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,900$245K0.02%013F-HRTimeline
Freedom Investment Management, Inc.3,888$244K0.02%new13F-HRTimeline
Klingman & Associates, LLC3,849$241K0.01%new13F-HRTimeline
Formidable Asset Management, LLC4,037$236K0.04%013F-HRTimeline
SkyOak Wealth, LLC3,737$234K0.05%-3813F-HRTimeline
Westside Investment Management, Inc.3,700$232K0.04%-2,47113F-HRTimeline
Cresta Advisors, Ltd.3,700$232K0.11%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,668$230K0.1%-32313F-HRTimeline
Asset Dedication, LLC3,665$230K0.02%013F-HRTimeline
Sensible Money, LLC3,665$230K0.09%013F-HRTimeline
Avantra Family Wealth, Inc.3,655$229K0.19%-1,39913F-HRTimeline
Acorn Wealth Advisors, LLC3,648$229K0.09%new13F-HRTimeline
Bedel Financial Consulting, Inc.3,575$224K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,556$223K0.01%-80813F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,550$223K0.09%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC3,513$220K0.07%-74113F-HR/ATimeline
MATAURO, LLC3,505$220K0.04%+913F-HRTimeline
Compound Planning, Inc.3,460$217K0.01%new13F-HRTimeline
Dash Acquisitions Inc.3,199$206K0.04%new13F-HRTimeline
Keebeck Wealth Management3,250$204K0.03%new13F-HRTimeline
Forum Private Client Group LLC3,220$202K0.08%-20513F-HRTimeline
NorthCoast Asset Management LLC3,215$202K<0.01%new13F-HRTimeline
GDS Wealth Management3,193$200K0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,092$194K0.01%-3513F-HRTimeline
Crewe Advisors LLC3,019$189K0.03%+2,27113F-HRTimeline
NewSquare Capital LLC3,018$189K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,017$189K<0.01%-11013F-HRTimeline
Pinnacle Bancorp, Inc.2,926$184K0.06%-1513F-HRTimeline
Smithfield Trust Co2,800$176K0.01%013F-HRTimeline
Financial Management Professionals, Inc.2,734$172K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust2,494$156K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,130$134K0.02%013F-HRTimeline
TruNorth Capital Management, LLC2,108$132K0.03%013F-HRTimeline
Coston, McIsaac & Partners2,062$129K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,000$125K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,708$108K0.04%+42213F-HRTimeline
Rossby Financial, LCC1,640$103K0.04%+83413F-HRTimeline
EP Wealth Advisors, LLC1,633$102K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC1,600$100K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,370$86K0.03%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,258$78.9K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,076$68.9K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,027$64.4K<0.01%-3,20413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,024$64.2K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,021$64.1K<0.01%-112,37713F-HRTimeline
BOKF, NAin group BOKF, NA1,000$62.7K<0.01%013F-HRTimelineGroup
Key Financial Inc969$60.8K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC925$58K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB850$53.3K<0.01%-90013F-HRTimeline
MCF Advisors LLC837$52.5K<0.01%013F-HRTimeline
WealthShield Partners, LLC724$45.4K0.01%+12413F-HRTimeline
Kiker Wealth Management, LLC709$44.5K0.03%-2,19713F-HRTimeline
Atlantic Edge Private Wealth Management…674$42.3K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.657$41.2K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.652$40.9K0.03%+313F-HRTimeline
Raleigh Capital Management Inc.648$40.6K0.02%+16513F-HRTimeline
ROTHSCHILD INVESTMENT LLC612$38.4K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC568$35.7K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC558$35K<0.01%-1,35113F-HRTimeline
Kings Path Partners LLC558$35K0.01%013F-HRTimeline
Archer Investment Corp550$34.5K0.01%+113F-HRTimeline
Private Wealth Asset Management, LLC527$33.1K<0.01%+35213F-HRTimeline
Graney & King, LLC462$29K0.02%013F-HRTimeline
Compass Financial Services Inc453$28.4K0.01%+113F-HRTimeline