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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

747 managers (757 13F filers) reported a position in RDVY shares at 2025-12-31, 203,478,394 shares in all. 72 filers opened a position and 27 filers sold out during the quarter.

Managers
747
13F filers
757
New
72
Added
372
Reduced
180
Sold out
27
Shares held by filers
203,478,394

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LYNCH & ASSOCIATES/IN19,265$1.34M0.25%+98113F-HRTimeline
Kaydan Wealth Management, Inc.19,152$1.33M0.39%+27513F-HRTimeline
Advisor Resource Council19,078$1.33M0.47%-77013F-HRTimeline
TFB Advisors LLC19,073$1.33M0.37%-2313F-HRTimeline
Beacon Financial Advisory LLC18,645$1.3M0.3%+70313F-HRTimeline
OPINICUS CAPITAL, INC.18,602$1.29M0.9%+44913F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC18,555$1.29M0.59%-20013F-HRTimeline
Prosperity Consulting Group, LLC18,505$1.29M0.06%+1,57013F-HRTimeline
Boyer Financial Services, Inc.18,032$1.26M1.34%13F-HRTimeline
Elevated Capital Advisors, LLC18,159$1.26M0.29%-86113F-HRTimeline
Root Financial Partners, LLC17,950$1.25M0.06%-6,33913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC17,910$1.24M0.44%+5113F-HRTimeline
Keating Financial Advisory Services, In…17,773$1.23M0.17%13F-HRTimeline
FLOW TRADERS U.S. LLC17,711$1.23M0.04%new13F-HRTimeline
San Luis Wealth Advisors LLC17,643$1.23M0.21%+31113F-HRTimeline
Moment Partners, LLC17,591$1.22M0.25%-2213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,410$1.21M0.38%-46013F-HRTimeline
Valeo Financial Advisors, LLC17,161$1.19M0.03%013F-HRTimeline
Skyview Financial Group LLC17,134$1.19M1.23%13F-HRTimeline
Herold Advisors, Inc.16,917$1.18M0.26%-1,30513F-HRTimeline
PMG Wealth Management, Inc.16,763$1.16M0.85%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,707$1.16M0.13%+37913F-HRTimeline
Park Square Financial Group, LLC19,180$1.13M6.73%-46413F-HRTimeline
Synergy Investment Management, LLC16,261$1.13M0.4%+4,70813F-HRTimeline
Krilogy Financial LLC15,563$1.12M0.04%+12913F-HRTimeline
CIBC WORLD MARKET INC.16,147$1.12M<0.01%013F-HRTimeline
Rehmann Capital Advisory Group15,886$1.1M0.06%new13F-HRTimeline
Clear Creek Financial Management, LLC15,864$1.1M0.09%+2,77113F-HRTimeline
WPG Advisers, LLC15,859$1.1M0.82%+14,96313F-HRTimeline
Beck Bode, LLC15,854$1.1M0.18%-1,08313F-HRTimeline
Chicago Partners Investment Group LLC15,239$1.09M0.03%+60313F-HRTimeline
Comprehensive Financial Consultants Ins…15,736$1.09M0.33%+83013F-HRTimeline
MIRAMONTES CAPITAL, LLC15,692$1.09M0.37%13F-HRTimeline
Tranquility Partners, LLC15,658$1.09M0.39%-1,36013F-HRTimeline
Wills Financial Group LLC15,632$1.09M0.41%+4,93813F-HRTimeline
RWA WEALTH PARTNERS, LLC15,606$1.08M0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,040$1.04M0.03%-90013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,000$1.04M<0.01%-16,17313F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC14,838$1.03M0.68%-43,54113F-HRTimeline
Owen LaRue, LLC14,832$1.03M0.39%+2,35313F-HRTimeline
Kapstone Financial Advisors LLC14,635$1.02M0.51%+4413F-HRTimeline
B. Riley Wealth Advisors, Inc.14,599$1.01M0.05%+6,96513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,566$1.01M0.55%013F-HRTimeline
Signal Advisors Wealth, LLC14,544$1.01M0.08%+52413F-HRTimeline
Waterfront Wealth Inc.13,900$1M0.19%-26713F-HRTimeline
Keystone Financial Services, LLC14,376$999K0.68%-31213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.14,222$988K1.87%13F-HRTimeline
Trueblood Wealth Management, LLC14,144$983K0.38%-1013F-HRTimeline
Maridea Wealth Management LLC13,960$970K0.15%-13213F-HRTimeline
Main Street Group, LTD13,832$961K0.33%-1,82613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,805$959K0.06%-35013F-HRTimelineGroup
1776 Wealth LLC13,726$954K0.36%+8,24513F-HRTimeline
Sequent Asset Management, LLC13,656$949K0.42%013F-HRTimeline
Cresset Asset Management, LLC13,628$947K<0.01%+1913F-HRTimeline
HBK Sorce Advisory LLC12,916$944K0.02%+35913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,543$941K0.05%-65013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,510$939K0.01%-28913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,271$922K0.02%-39613F-HRTimeline
Wealth Watch Advisors, INC12,956$900K0.33%+5,21613F-HRTimeline
Hidden Cove Wealth Management, LLC12,829$891K0.58%-2,22213F-HRTimeline
Confluence Wealth Services, Inc.12,696$882K0.04%+5813F-HRTimeline
Prepared Retirement Institute LLC12,652$879K0.44%+2213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.139$860K0.06%+513F-HRTimelineGroup
Element Wealth, LLC12,356$858K0.36%+2,72213F-HRTimeline
Onyx Bridge Wealth Group LLC12,244$851K0.09%-2413F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC12,174$846K0.54%+62413F-HRTimeline
Sowell Financial Services LLC12,160$845K0.03%+1,30413F-HRTimeline
Moors & Cabot, Inc.11,934$829K0.04%+2,12913F-HRTimeline
Michels Family Financial, LLC11,934$829K0.61%+2,12013F-HRTimeline
Strategic Family Wealth Counselors, L.L…11,620$829K0.19%+113F-HRTimeline
LOWE BROCKENBROUGH & CO INC11,900$827K0.04%+6,45013F-HRTimeline
STRATEGY ASSET MANAGERS LLC11,617$807K0.13%+5,91713F-HRTimeline
Keystone Wealth Services, LLC11,396$792K0.17%+17913F-HRTimeline
CHOREO, LLC11,004$774K0.01%-13113F-HRTimeline
Stonebridge Financial Group, LLC11,116$772K0.07%+95713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,024$766K0.01%-1,32613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,884$756K0.01%+3,40213F-HRTimelineGroup
Second Half Financial Partners, LLC10,787$749K0.33%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,690$743K0.01%new13F-HRTimeline
XML Financial, LLC10,525$731K0.06%013F-HRTimeline
Visionary Wealth Advisors10,479$728K0.03%-1,10913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,182$707K<0.01%+36513F-HRTimelineGroup
Clearstead Advisors, LLC9,993$694K0.01%+42513F-HRTimeline
Maia Wealth LLC9,432$673K0.11%-1,05613F-HRTimeline
DB&C Advisors, LLC9,679$672K0.84%13F-HRTimeline
Simplicity Wealth,LLC9,513$661K0.04%+6413F-HRTimeline
Atlas Private Wealth Advisors9,350$650K0.15%+5213F-HRTimeline
Nova Wealth Management, Inc.9,304$646K0.44%-55013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,268$644K0.08%-14213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,045$628K<0.01%new13F-HRTimeline
Allie Family Office LLC9,015$626K0.29%013F-HRTimeline
AMERIFLEX GROUP, INC.9,010$626K0.33%-4,47513F-HRTimeline
Greenwich Wealth Management LLC8,890$618K0.03%013F-HRTimeline
MASECO LLP8,858$615K0.03%013F-HRTimeline
Serenity Investment Advisors8,428$607K0.35%13F-HRTimeline
NWAM LLC8,349$603K0.03%+68513F-HRTimeline
Alliance Wealth Advisors, LLC8,648$601K0.29%+64013F-HRTimeline
Prime Capital Investment Advisors, LLC8,387$583K0.01%+1,06713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC8,370$581K0.37%+4,64113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC8,089$567K0.73%-56413F-HRTimeline
Lighthouse Wealth Management Inc.8,055$560K0.38%+3,17613F-HRTimeline
CENTAURUS FINANCIAL, INC.8,039$558K0.03%+85713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC7,990$555K0.17%-1,14713F-HRTimeline
GeoWealth Management, LLC7,975$554K0.02%-1,26113F-HRTimeline
Independent Wealth Network Inc.7,923$550K0.17%+58913F-HRTimeline
Retirement Planning Group, LLC7,875$547K0.02%-24713F-HRTimeline
Exit Wealth Advisors, LLC.7,843$545K0.32%+56813F-HRTimeline
Balance Wealth Partners LLC7,746$538K0.17%+23513F-HRTimeline
Robertson Stephens Wealth Management, L…7,737$537K0.02%-12513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,695$535K0.03%+3,49913F-HRTimeline
Cyndeo Wealth Partners, LLC7,673$533K0.03%-32913F-HRTimeline
Millstone Evans Group, LLC7,604$528K0.31%013F-HRTimeline
Northwest Financial Advisors7,485$520K1.07%-14,12413F-HRTimeline
WealthPLAN Partners, LLC7,354$511K0.08%+62013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,255$504K<0.01%new13F-HR/ATimelineGroup
FIRST HORIZON CORP7,205$501K0.02%+6,83113F-HRTimeline
PFG Investments, LLC7,153$497K0.02%-7413F-HRTimeline
Red Door Wealth Management, LLC7,046$489K0.05%013F-HRTimeline
Integrated Advisors Network LLC7,025$488K0.02%-33513F-HRTimeline
Castle Rock Wealth Management, LLC6,570$471K0.1%+21113F-HRTimeline
Brookwood Investment Group LLC6,747$469K0.06%+3,02113F-HRTimeline
Aspire Capital Advisors LLC6,734$468K0.11%+21713F-HRTimeline
Adelphi Trust Co6,716$467K0.38%13F-HRTimeline
Castleview Partners, LLC6,709$466K0.23%+30713F-HRTimeline
FWG Holdings, LLC6,407$463K0.18%-11313F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.6,641$461K0.15%+2,87713F-HRTimeline
MBE Wealth Management, LLC6,619$460K0.19%+1,61013F-HRTimeline
Delta Investment Management, LLC6,597$458K0.08%+1813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,539$454K0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC6,529$454K0.01%+29913F-HRTimeline
Elevated Financial Group LLC6,438$447K0.15%13F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding6,360$442KnewTimeline
Summit Financial Wealth Advisors, LLC6,299$438K0.06%new13F-HRTimeline
Paragon Private Wealth Management, LLC6,284$437K0.13%-1,30113F-HRTimeline
Laraway Financial Advisors Inc6,224$432K0.28%+13313F-HRTimeline
Clark Capital Management Group, Inc.6,174$429K<0.01%-89013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,127$426K<0.01%-2,73513F-HRTimeline
EQUITABLE TRUST CO6,120$425K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,107$424K0.35%013F-HRTimeline
Meridian Wealth Management, LLC6,106$424K0.01%+75113F-HRTimeline
Pacific Sun Financial Corp6,100$424K0.2%-3013F-HRTimeline
Hofer & Associates. Inc6,074$422K0.22%+29713F-HRTimeline
Sovran Advisors, LLC5,783$420K0.04%-6713F-HRTimeline
Realta Investment Advisors6,028$419K0.14%+713F-HRTimeline
Garden State Investment Advisory Servic…5,970$415K0.1%-1,52513F-HRTimeline
BIP Wealth, LLC5,963$414K0.01%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,874$408K0.02%-4613F-HRTimelineGroup
Facet Wealth, Inc.5,601$407K0.01%new13F-HRTimeline
Zullo Investment Group, Inc.5,842$406K0.15%-2813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,812$404K0.07%-4313F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp5,501$394K0.53%+3,30113F-HR/ATimeline
WealthTrust Asset Management, LLC5,642$392K0.27%-1,26413F-HRTimeline
Old Port Advisors5,549$385K0.09%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,553$385K0.08%+12513F-HRTimeline
Acorn Wealth Advisors, LLC5,481$381K0.11%+19713F-HRTimeline
GAMMA Investing LLC5,479$381K0.02%013F-HRTimeline
SHP Wealth Management5,474$380K0.03%13F-HRTimeline
Advisors Capital Management, LLC5,422$377K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,380$374K0.21%-2013F-HRTimeline
Pinnacle Bancorp, Inc.5,316$369K0.11%+1,04013F-HRTimeline
Warner Group LLC5,072$352K0.22%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.11,000$349K0.08%+6,61013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC5,015$348K0.04%+71213F-HRTimeline
Founders Financial Alliance, LLC5,013$348K0.07%-59213F-HRTimeline
SACKS & ASSOCIATES, LLC4,941$343K0.25%13F-HRTimeline
QTR Family Wealth, LLC4,725$343K0.15%-23413F-HRTimeline
CPC Advisors, LLC4,918$342K0.03%013F-HRTimeline
Goldstein Advisors, LLC4,878$339K0.04%-3713F-HRTimeline
Alta Wealth Advisors LLC4,848$337K0.11%013F-HRTimeline
Xcel Wealth Management, LLC4,845$337K0.09%013F-HRTimeline
Tortuga Wealth Management, Inc4,835$336K0.35%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,612$335K0.13%-33,27013F-HRTimeline
Register Financial Advisors LLC4,793$333K0.13%+213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,781$332K<0.01%-46513F-HRTimeline
GREAT LAKES ADVISORS, LLC4,698$326K<0.01%013F-HRTimeline
Kraft, Davis & Associates, LLC4,495$324K0.07%013F-HRTimeline
Global View Capital Management LLC4,640$322K0.06%+63413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,631$322K<0.01%-3,30713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,628$322K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC4,555$316K<0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,550$316K0.01%new13F-HRTimeline
Fisher Asset Management, LLC4,520$314K<0.01%-1,99713F-HRTimeline
Capital Square, LLC4,503$313K0.16%+213F-HRTimeline
Frisch Financial Group, Inc.4,452$309K0.07%+813F-HRTimeline
Principle Wealth Partners LLC4,441$309K0.02%-11313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA4,400$306K0.01%new13F-HRTimelineGroup
Whelan Financial4,400$306K0.1%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…4,302$302K0.19%-5713F-HRTimeline
Strategies Wealth Advisors, LLC4,333$301K0.03%-11613F-HRTimeline
Three Magnolias Financial Advisors, LLC4,285$298K0.18%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,267$296K<0.01%new13F-HRTimelineGroup
OakTrust Wealth Advisors, LLC4,190$291K0.27%13F-HRTimeline
Trexquant Investment LP4,140$288K<0.01%-31613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,136$287K0.08%+213F-HRTimeline
Fee-Only Financial Planning, L.C.4,135$287K0.17%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,128$287K0.08%+20613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,112$286K0.12%+113F-HRTimeline
Whipplewood Advisors, LLC4,107$285K0.18%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,003$278K0.01%013F-HRTimeline
MEMBERS WEALTH LLC3,837$277K0.17%-26313F-HRTimeline