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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

664 managers (672 13F filers) reported a position in RDVY shares at 2025-09-30, 187,785,207 shares in all. 47 filers opened a position and 22 filers sold out during the quarter.

Managers
664
13F filers
672
New
47
Added
360
Reduced
177
Sold out
22
Shares held by filers
187,785,207

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Maridea Wealth Management LLC14,092$944K0.15%-1,01613F-HRTimeline
Signal Advisors Wealth, LLC14,020$943K0.09%+10,03013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,799$928K0.01%+13,24113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,667$919K0.02%+3,56513F-HRTimeline
Sequent Asset Management, LLC13,656$919K0.44%+8,29213F-HRTimeline
Cresset Asset Management, LLC13,609$915K<0.01%+2,41113F-HR/ATimeline
AMERIFLEX GROUP, INC.13,485$907K0.34%+4,92813F-HRTimeline
Continuum Advisory, LLC13,354$898K0.09%+59213F-HRTimeline
Clear Creek Financial Management, LLC13,093$881K0.08%+1,03913F-HRTimeline
Gotham Asset Management, LLC12,657$851K<0.01%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.12,641$850K0.34%-22513F-HRTimeline
Confluence Wealth Services, Inc.12,638$850K0.04%+15313F-HRTimeline
Prepared Retirement Institute LLC12,630$849K0.44%+1,83213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.134$841K0.06%-12,25513F-HRTimelineGroup
Owen LaRue, LLC12,479$839K0.33%-2,30413F-HRTimeline
HBK Sorce Advisory LLC12,557$836K0.02%-11713F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC12,350$831K0.02%-1,51813F-HRTimeline
Onyx Bridge Wealth Group LLC12,268$825K0.09%-15313F-HRTimeline
Strategic Family Wealth Counselors, L.L…11,619$782K0.2%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,596$780K0.03%+99213F-HRTimelineGroup
Visionary Wealth Advisors11,588$779K0.04%-66,55413F-HRTimeline
Synergy Investment Management, LLC11,553$777K0.3%+2,06813F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC11,550$777K0.51%-181,59613F-HRTimeline
Keystone Wealth Services, LLC11,217$754K0.16%+2813F-HRTimeline
CHOREO, LLC11,135$749K0.01%+10913F-HRTimeline
Sowell Financial Services LLC10,856$730K0.03%-3113F-HRTimeline
Wills Financial Group LLC10,694$719K0.29%+88513F-HRTimeline
Maia Wealth LLC10,488$712K0.12%-81813F-HRTimeline
XML Financial, LLC10,525$708K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC10,159$683K0.06%+32713F-HRTimeline
Nova Wealth Management, Inc.9,854$663K0.47%-2,10513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,817$660K<0.01%+4,16013F-HRTimelineGroup
Michels Family Financial, LLC9,814$660K0.51%-53213F-HRTimeline
Moors & Cabot, Inc.9,805$660K0.03%+1,58713F-HRTimeline
Element Wealth, LLC9,634$648K0.28%+2,44213F-HRTimeline
Clearstead Advisors, LLC9,568$644K0.01%-44013F-HRTimeline
Simplicity Wealth,LLC9,449$636K0.04%-9,38413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,410$633K0.08%+1,32813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,367$630K<0.01%-18,74613F-HRTimelineGroup
Atlas Private Wealth Advisors9,298$625K0.15%-11,01013F-HRTimeline
Lion Street Advisors, LLC12,444$622K0.22%-17,72313F-HRTimeline
GeoWealth Management, LLC9,236$621K0.02%+3,56013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,137$615K0.21%+2,68913F-HRTimeline
Creekmur Asset Management LLC9,076$610K0.1%-18013F-HRTimeline
Allie Family Office LLC9,015$606K0.29%+2,86313F-HRTimeline
Greenwich Wealth Management LLC8,890$598K0.03%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,862$596K<0.01%-5,24813F-HRTimeline
MASECO LLP8,858$596K0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,216,742$584K<0.01%+1,212,53213F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC8,653$582K0.88%-23213F-HRTimeline
Pinnacle Financial Partners Inc8,207$552K0.01%-31013F-HRTimeline
Retirement Planning Group, LLC8,122$546K0.02%new13F-HRTimeline
Alliance Wealth Advisors, LLC8,008$539K0.27%-93213F-HRTimeline
Cyndeo Wealth Partners, LLC8,002$538K0.03%+28013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,938$534K<0.01%-13,19213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…7,862$529K0.02%+3,89613F-HRTimeline
Wealth Watch Advisors, INC7,740$521K0.21%-2,54413F-HRTimeline
NWAM LLC7,664$514K0.03%013F-HR/ATimeline
B. Riley Wealth Advisors, Inc.7,634$513K0.02%-1,36313F-HRTimeline
Millstone Evans Group, LLC7,604$511K0.32%-20013F-HRTimeline
Paragon Private Wealth Management, LLC7,585$510K0.17%-1,59313F-HRTimeline
Balance Wealth Partners LLC7,511$505K0.12%-14413F-HRTimeline
Garden State Investment Advisory Servic…7,495$504K0.13%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,482$503K0.01%+113F-HRTimelineGroup
Rise Advisors, LLC7,366$495K0.18%+1,70713F-HRTimeline
Merkkuri Wealth Advisors LLC7,365$495K0.36%-93313F-HRTimeline
Integrated Advisors Network LLC7,360$495K0.02%-15813F-HRTimeline
Independent Wealth Network Inc.7,334$493K0.16%+88813F-HRTimeline
Prime Capital Investment Advisors, LLC7,320$492K0.01%-113F-HRTimeline
Exit Wealth Advisors, LLC.7,275$489K0.33%13F-HRTimeline
PFG Investments, LLC7,227$486K0.03%-1,75913F-HRTimeline
CENTAURUS FINANCIAL, INC.7,182$483K0.02%-2,58313F-HRTimeline
Clark Capital Management Group, Inc.7,064$475K<0.01%013F-HRTimeline
Red Door Wealth Management, LLC7,046$474K0.05%013F-HRTimeline
TRUE Private Wealth Advisors6,907$465K0.05%new13F-HRTimeline
WealthTrust Asset Management, LLC6,906$464K0.32%+54913F-HRTimeline
WealthPLAN Partners, LLC6,734$453K0.07%+3813F-HRTimeline
FWG Holdings, LLC6,520$443K0.19%+113F-HRTimeline
Delta Investment Management, LLC6,579$442K0.08%+1513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,539$440K0.07%013F-HRTimeline
Aspire Capital Advisors LLC6,517$438K0.11%+42413F-HRTimeline
Fisher Asset Management, LLC6,517$438K<0.01%new13F-HRTimeline
Castleview Partners, LLC6,402$431K0.23%-1,49913F-HRTimeline
Castle Rock Wealth Management, LLC6,359$428K0.09%+31013F-HRTimeline
Dynamic Advisor Solutions LLC6,230$419K0.01%+27813F-HRTimeline
Pacific Sun Financial Corp6,130$412K0.2%013F-HRTimeline
EQUITABLE TRUST CO6,120$412K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,107$411K0.42%013F-HR/ATimeline
Laraway Financial Advisors Inc6,091$410K0.28%+113F-HRTimeline
Realta Investment Advisors6,021$405K0.14%+23813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,920$398K0.02%-22513F-HRTimelineGroup
Sovran Advisors, LLC5,850$395K0.03%+50513F-HRTimeline
Zullo Investment Group, Inc.5,870$395K0.15%+8513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,855$394K0.07%013F-HRTimelineGroup
Hofer & Associates. Inc5,777$389K0.22%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,700$383K0.07%-14813F-HRTimeline
Founders Financial Alliance, LLC5,605$377K0.07%+61113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,600$377K0.75%-64,97413F-HRTimeline
Old Port Advisors5,549$373K0.09%013F-HRTimeline
1776 Wealth LLC5,481$369K0.14%-1,22013F-HRTimeline
GAMMA Investing LLC5,479$369K0.02%013F-HRTimeline
Navis Wealth Advisors, LLC5,460$367K0.28%+413F-HRTimeline
LOWE BROCKENBROUGH & CO INC5,450$367K0.02%+3,45013F-HRTimeline
Full Sail Capital, LLC5,440$366K0.02%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,428$365K0.12%+1,21613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,400$363K0.22%013F-HRTimeline
Meridian Wealth Management, LLC5,355$360K0.01%new13F-HRTimeline
Acorn Wealth Advisors, LLC5,284$355K0.11%+1,63613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,246$353K<0.01%new13F-HRTimeline
MBE Wealth Management, LLC5,009$337K0.15%+30013F-HRTimeline
QTR Family Wealth, LLC4,959$334K0.16%-2913F-HRTimeline
CPC Advisors, LLC4,918$331K0.03%-2,07113F-HRTimeline
Goldstein Advisors, LLC4,915$331K0.04%-25913F-HRTimeline
Lighthouse Wealth Management Inc.4,879$328K0.27%+10913F-HRTimeline
Alta Wealth Advisors LLC4,848$326K0.12%-45313F-HRTimeline
Xcel Wealth Management, LLC4,845$326K0.08%013F-HRTimeline
Register Financial Advisors LLC4,791$322K0.13%+213F-HRTimeline
GREAT LAKES ADVISORS, LLC4,698$316K<0.01%+9813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,628$311K<0.01%+28713F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.4,562$307K<0.01%new13F-HRTimelineGroup
Principle Wealth Partners LLC4,554$306K0.02%-59513F-HRTimeline
Kraft, Davis & Associates, LLC4,495$305K0.07%013F-HRTimeline
Capital Square, LLC4,501$303K0.15%-31013F-HRTimeline
Trexquant Investment LP4,456$300K<0.01%-19113F-HRTimeline
Strategies Wealth Advisors, LLC4,449$299K0.03%-97113F-HRTimeline
Frisch Financial Group, Inc.4,444$299K0.07%+613F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.4,390$295K0.07%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…4,359$293K0.17%013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC4,303$289K0.03%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC4,285$288K0.18%-47113F-HRTimeline
Pinnacle Bancorp, Inc.4,276$288K0.08%+1,35013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,196$282K0.02%-7,76213F-HRTimeline
Fee-Only Financial Planning, L.C.4,135$278K0.16%-10013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,134$278K0.09%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,111$276K0.13%-1913F-HRTimeline
Whipplewood Advisors, LLC4,107$276K0.18%013F-HRTimeline
MEMBERS WEALTH LLC4,100$275K0.17%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC4,091$275K0.08%+57813F-HR/ATimeline
HRT FINANCIAL LP4,026$270K<0.01%new13F-HRTimeline
Global View Capital Management LLC4,006$269K0.06%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,003$269K0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,975$267K0.01%+88313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,922$264K0.08%-39813F-HRTimeline
Klingman & Associates, LLC3,849$259K0.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,817$257K<0.01%new13F-HRTimelineGroup
Formidable Asset Management, LLC4,037$253K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,764$253K0.09%+2,05613F-HRTimeline
STRATEGIC PLANNING GROUP, LLC3,750$252K0.03%-229,55713F-HRTimeline
SkyOak Wealth, LLC3,737$251K0.05%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC3,729$251K0.17%-17413F-HRTimeline
Brookwood Investment Group LLC3,726$251K0.03%-1,73713F-HRTimeline
L.M. KOHN & COMPANY3,709$249K0.3%-43,59613F-HRTimeline
Westside Investment Management, Inc.3,700$249K0.04%013F-HRTimeline
Cresta Advisors, Ltd.3,700$249K0.11%013F-HRTimeline
Avantra Family Wealth, Inc.3,665$247K0.18%+1013F-HRTimeline
Asset Dedication, LLC3,665$247K0.02%013F-HRTimeline
Sensible Money, LLC3,665$247K0.08%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,631$244K0.04%new13F-HRTimeline
Bedel Financial Consulting, Inc.3,575$240K0.03%013F-HRTimeline
NFSG Corp3,561$240K0.04%-89913F-HRTimeline
Compound Planning, Inc.3,561$240K0.01%+10113F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,556$239K<0.01%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,550$239K0.09%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,547$239K0.09%-12113F-HRTimeline
MATAURO, LLC3,513$236K0.04%+813F-HRTimeline
ROCKLAND TRUST CO3,492$235K0.01%new13F-HRTimeline
Eaton Financial Holdings Company, LLC3,468$233K0.07%-65713F-HRTimeline
Impact Partnership Wealth, LLC3,389$228K0.03%new13F-HRTimeline
GDS Wealth Management3,311$223K0.01%+11813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,279$221K<0.01%new13F-HRTimelineGroup
Faithward Advisors, LLC3,270$220K0.03%-1,41313F-HRTimeline
Keebeck Wealth Management3,250$219K0.03%013F-HRTimeline
Dash Acquisitions Inc.3,199$217K0.04%013F-HRTimeline
YHB Investment Advisors, Inc.3,230$217K0.02%new13F-HRTimeline
NorthCoast Asset Management LLC3,215$216K<0.01%013F-HRTimeline
Clear Point Advisors Inc.3,101$209K0.16%new13F-HRTimeline
Novak & Powell Financial Services, Inc.3,050$205K0.11%new13F-HRTimeline
Basepoint Wealth LLC3,043$205K0.14%new13F-HRTimeline
Crewe Advisors LLC3,020$203K0.02%+113F-HRTimeline
Federation des caisses Desjardins du Qu…3,017$203K<0.01%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,009$202K0.02%new13F-HRTimelineGroup
Rossby Financial, LCC2,856$192K0.06%+1,21613F-HRTimeline
Smithfield Trust Co2,800$187K0.01%013F-HRTimeline
JPL Wealth Management, LLC2,762$186K0.04%new13F-HRTimeline
Parkside Financial Bank & Trust2,494$168K0.01%013F-HRTimeline
Coston, McIsaac & Partners2,285$153K0.04%+22313F-HRTimeline
KERR FINANCIAL PLANNING Corp2,200$147K0.21%13F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,130$143K0.02%013F-HRTimeline
TruNorth Capital Management, LLC2,108$142K0.03%013F-HRTimeline
IMA Advisory Services, Inc.2,024$136K0.01%+1,80013F-HRTimeline
IAG Wealth Partners, LLC1,600$108K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,362$91.6K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,294$87K<0.01%+29413F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,277$85.9K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,258$84.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,243$83.6K<0.01%+21913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,060$71.3K<0.01%+3313F-HRTimelineGroup
Holos Integrated Wealth LLC1,076$70K0.04%013F-HRTimeline
MCF Advisors LLC1,037$69.7K<0.01%+20013F-HRTimeline
Wiser Advisor Group LLC918$61.7K0.08%new13F-HRTimeline