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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

756 managers (768 13F filers) reported a position in RDVY shares at 2026-03-31, 215,590,873 shares in all. 54 filers opened a position and 45 filers sold out during the quarter.

Managers
756
13F filers
768
New
54
Added
404
Reduced
203
Sold out
45
Shares held by filers
215,590,873

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Aurora Private Wealth, Inc.20,037$1.39M0.99%-5,01413F-HRTimeline
Owen LaRue, LLC20,304$1.39M0.53%+5,47213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,956$1.36M<0.01%new13F-HRTimelineGroup
Rubicon Advisors, GP19,944$1.36M1.19%+49713F-HRTimeline
MAI Capital Management19,760$1.35M0.01%-89013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…19,372$1.35M0.82%+15,07013F-HRTimeline
Kaydan Wealth Management, Inc.19,612$1.34M0.45%+46013F-HRTimeline
Walker Asset Management, LLC19,500$1.33M0.72%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.19,287$1.32M0.26%-4,55713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,271$1.32M<0.01%-2,52013F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC19,122$1.31M0.42%+1,21213F-HRTimeline
Prosperity Consulting Group, LLC18,959$1.29M0.06%+45413F-HRTimeline
Integrity Financial Corp /WA18,828$1.29M0.64%-3,23313F-HRTimeline
OPINICUS CAPITAL, INC.18,697$1.28M0.9%+9513F-HRTimeline
Chicago Partners Investment Group LLC16,922$1.27M0.03%+1,68313F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC16,546$1.23M0.56%-2,00913F-HRTimeline
Family Capital Management, Inc.17,887$1.22M0.54%-3,65813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,850$1.22M<0.01%+10,59513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC17,790$1.22M0.03%+2,75013F-HRTimelineGroup
Root Financial Partners, LLC17,791$1.21M0.06%-15913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC17,720$1.21M0.15%-2,75513F-HRTimeline
Valeo Financial Advisors, LLC17,717$1.21M0.03%+55613F-HRTimeline
San Luis Wealth Advisors LLC17,656$1.21M0.2%+1313F-HRTimeline
Elevated Capital Advisors, LLC17,603$1.2M0.3%-55613F-HRTimeline
Moment Partners, LLC17,591$1.2M0.21%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC17,184$1.17M0.13%+47713F-HRTimeline
Wills Financial Group LLC15,854$1.17M0.44%+22213F-HRTimeline
Herold Advisors, Inc.16,718$1.14M0.25%-19913F-HRTimeline
PMG Wealth Management, Inc.16,619$1.13M0.82%-14413F-HRTimeline
Tranquility Partners, LLC16,550$1.13M0.43%+89213F-HRTimeline
Krilogy Financial LLC15,207$1.11M0.04%-35613F-HRTimeline
B. Riley Wealth Advisors, Inc.16,597$1.1M0.07%+1,99813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.16,105$1.1M0.34%-1,30513F-HRTimeline
CIBC WORLD MARKET INC.15,977$1.09M<0.01%-17013F-HRTimeline
Synergy Investment Management, LLC15,753$1.08M0.35%-50813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC15,681$1.07M0.21%new13F-HRTimeline
Kapstone Financial Advisors LLC15,623$1.07M0.52%+98813F-HRTimeline
Comprehensive Financial Consultants Ins…15,581$1.06M0.32%-15513F-HRTimeline
MIRAMONTES CAPITAL, LLC15,109$1.03M0.36%-58313F-HRTimeline
LEIGH BALDWIN & CO., LLC14,940$1.02M0.66%+10213F-HRTimeline
Main Street Group, LTD14,903$1.02M0.3%+1,07113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,844$1.01M0.01%+1,33413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,662$1M0.07%-5,41913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,566$995K0.54%013F-HR/ATimeline
Cresset Asset Management, LLC14,439$986K<0.01%+81113F-HRTimeline
Confluence Wealth Services, Inc.14,221$971K0.04%+1,52513F-HRTimeline
HBK Sorce Advisory LLC12,873$960K0.02%-4313F-HRTimeline
Waterfront Wealth Inc.13,970$954K0.18%+7013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,955$953K0.05%+41213F-HRTimeline
FIRST HORIZON CORP13,947$952K0.04%+6,74213F-HRTimeline
1776 Wealth LLC13,871$947K0.37%+14513F-HRTimeline
Sequent Asset Management, LLC13,795$942K0.45%+13913F-HRTimeline
Maridea Wealth Management LLC13,621$930K0.14%-33913F-HRTimeline
Michels Family Financial, LLC13,519$923K0.67%+1,58513F-HRTimeline
Keystone Financial Services, LLC13,495$921K0.62%-88113F-HRTimeline
Trueblood Wealth Management, LLC13,312$909K0.36%-83213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,271$906K0.02%013F-HRTimeline
Forefront Wealth Partners, LLC13,093$894K0.37%-27,51413F-HRTimeline
Moors & Cabot, Inc.12,843$877K0.04%+90913F-HRTimeline
Prepared Retirement Institute LLC12,683$866K0.43%+3113F-HR/ATimeline
Signal Advisors Wealth, LLC12,418$848K0.06%-2,12613F-HRTimeline
AMERIFLEX GROUP, INC.12,342$843K0.43%+3,33213F-HRTimeline
Kingsbury Capital Investment Advisors L…12,328$842K0.79%13F-HRTimeline
Onyx Bridge Wealth Group LLC12,323$841K0.09%+7913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12,309$840K0.06%+12,17013F-HRTimelineGroup
Park Square Financial Group, LLC12,241$836K6.35%-6,93913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC12,125$828K0.25%+4,13513F-HRTimeline
Apeiron RIA LLC12,115$827K0.19%new13F-HRTimeline
Parallel Advisors, LLC12,111$827K0.01%+9,94513F-HR/ATimeline
Stonebridge Financial Group, LLC11,929$815K0.07%+81313F-HRTimeline
Exit Wealth Advisors, LLC.11,747$802K0.41%+3,90413F-HRTimeline
Independent Wealth Network Inc.11,696$799K0.24%+3,77313F-HRTimeline
STRATEGY ASSET MANAGERS LLC11,617$793K0.13%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…11,593$792K0.21%-2713F-HRTimeline
Beck Bode, LLC11,571$790K0.13%-4,28313F-HRTimeline
Robertson Stephens Wealth Management, L…11,187$764K0.02%+3,45013F-HRTimeline
Visionary Wealth Advisors11,087$757K0.03%+60813F-HRTimeline
CHOREO, LLC11,007$752K0.01%+313F-HRTimeline
Wealth Watch Advisors, INC10,923$746K0.31%-2,03313F-HRTimeline
Cadent Capital Advisors, LLC10,856$741K0.2%-10,81913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…10,786$736K0.27%+7,35313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,690$730K0.01%013F-HRTimeline
Brookwood Investment Group LLC10,578$722K0.09%+3,83113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,562$721K0.01%-32213F-HRTimelineGroup
DB&C Advisors, LLC10,540$720K0.94%+86113F-HRTimeline
ADVISORTRUST PARTNERS, LLC10,510$718K0.3%+7,29613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,359$707K0.01%-66513F-HRTimeline
LOWE BROCKENBROUGH & CO INC10,350$707K0.04%-1,55013F-HRTimeline
Prime Capital Investment Advisors, LLC10,120$691K0.01%+1,73313F-HRTimeline
Clearstead Advisors, LLC9,993$682K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC9,834$671K0.15%-20,01613F-HRTimeline
Alliance Wealth Advisors, LLC9,735$665K0.31%+1,08713F-HRTimeline
Advisor Resource Council9,662$660K0.26%-9,41613F-HRTimeline
XML Financial, LLC9,606$656K0.05%-91913F-HRTimeline
Sowell Financial Services LLC9,302$635K0.02%-2,85813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,291$634K<0.01%-89113F-HRTimelineGroup
Nova Wealth Management, Inc.9,238$631K0.41%-6613F-HRTimeline
NWAM LLC9,196$628K0.04%+84713F-HRTimeline
Atlas Private Wealth Advisors9,102$622K0.15%-24813F-HRTimeline
Maia Wealth LLC9,059$619K0.1%-37313F-HRTimeline
Allie Family Office LLC9,015$616K0.27%013F-HR/ATimeline
Greenwich Wealth Management LLC8,891$607K0.02%+113F-HRTimeline
MASECO LLP8,858$605K0.02%013F-HRTimeline
Simplicity Wealth,LLC8,813$602K0.03%-70013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC8,722$596K0.36%+35213F-HRTimeline
Johnson Financial Group, LLC8,719$595K0.04%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,639$590K0.03%+94413F-HRTimeline
Belpointe Asset Management LLC8,525$582K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC8,525$582K0.08%new13F-HRTimeline
Integrated Advisors Network LLC8,525$582K0.03%+1,50013F-HRTimeline
PFG Investments, LLC8,468$578K0.03%+1,31513F-HRTimeline
Lighthouse Wealth Management Inc.8,325$568K0.39%+27013F-HRTimeline
WealthTrust Asset Management, LLC8,100$553K0.33%+2,45813F-HRTimeline
Retirement Planning Group, LLC8,013$547K0.02%+13813F-HRTimeline
Clark Asset Management, LLC7,807$533K0.05%new13F-HRTimeline
Balance Wealth Partners LLC7,584$518K0.16%-16213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,935$514K0.01%new13F-HRTimelineGroup
Northwest Financial Advisors7,378$504K0.97%-10713F-HRTimeline
Cyndeo Wealth Partners, LLC7,368$503K0.03%-30513F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,330$501K0.16%+68913F-HRTimeline
Pinnacle Bancorp, Inc.7,316$500K0.15%+2,00013F-HRTimeline
Garden State Investment Advisory Servic…7,233$494K0.12%+1,26313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,073$483K<0.01%+94613F-HRTimeline
Red Door Wealth Management, LLC7,046$481K0.05%013F-HRTimeline
Millstone Evans Group, LLC6,959$475K0.29%-64513F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,950$474K0.15%+1,39713F-HRTimeline
Castleview Partners, LLC6,898$471K0.24%+18913F-HRTimeline
Summit Financial Wealth Advisors, LLC6,873$469K0.07%+57413F-HRTimeline
MBE Wealth Management, LLC6,798$464K0.19%+17913F-HRTimeline
Castle Rock Wealth Management, LLC6,712$462K0.1%+14213F-HRTimeline
Dynamic Advisor Solutions LLC6,663$455K0.01%+13413F-HRTimeline
Hidden Cove Wealth Management, LLC6,649$454K0.29%-6,18013F-HRTimeline
Delta Investment Management, LLC6,615$452K0.08%+1813F-HRTimeline
Hofer & Associates. Inc6,592$450K0.24%+51813F-HRTimeline
Realta Investment Advisors6,577$449K0.16%+54913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,539$446K0.07%013F-HRTimeline
Elevated Financial Group LLC6,534$446K0.15%+9613F-HRTimeline
McKinney Capital Management, LLC6,488$443K0.38%13F-HRTimeline
GeoWealth Management, LLC6,459$441K0.02%-1,51613F-HRTimeline
Cambridge Advisors Inc.6,426$439K0.09%new13F-HRTimeline
FWG Holdings, LLC6,264$435K0.16%-14313F-HRTimeline
Laraway Financial Advisors Inc6,375$435K0.31%+15113F-HRTimeline
Paragon Private Wealth Management, LLC6,287$429K0.13%+313F-HRTimeline
Sovran Advisors, LLC5,655$422K0.03%-12813F-HRTimeline
EQUITABLE TRUST CO6,120$418K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,107$417K0.3%013F-HRTimeline
Pacific Sun Financial Corp6,100$417K0.2%013F-HRTimeline
Junk Investment Group, LLC5,997$409K0.21%13F-HRTimeline
KERR FINANCIAL PLANNING Corp5,501$409K0.29%013F-HR/ATimeline
Founders Financial Alliance, LLC5,979$408K0.07%+96613F-HRTimeline
BIP Wealth, LLC5,926$405K0.02%-3713F-HRTimeline
HRT FINANCIAL LP5,913$403K<0.01%new13F-HRTimeline
Zullo Investment Group, Inc.5,870$401K0.15%+2813F-HRTimeline
Facet Wealth, Inc.5,753$393K0.01%+15213F-HRTimeline
Regal Investment Advisors LLC5,741$392K0.02%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,590$382K0.02%-28413F-HRTimelineGroup
Old Port Advisors5,549$379K0.09%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,516$377K0.2%+13613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,501$376K0.03%-31113F-HRTimelineGroup
GLR Partners, LLC5,494$375K0.2%13F-HRTimeline
Acorn Wealth Advisors, LLC5,481$374K0.11%013F-HRTimeline
GAMMA Investing LLC5,474$374K0.02%-513F-HRTimeline
Capital Square, LLC4,937$370K0.17%+43413F-HRTimeline
TIAAgroup of 3 filers holding5,385$366K+1,118Timeline
FLORIDA FINANCIAL ADVISORS, LLC5,340$365K0.09%+1,20413F-HRTimeline
Aspire Capital Advisors LLC5,318$363K0.08%-1,41613F-HRTimeline
SHP Wealth Management5,310$363K0.03%-16413F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC5,291$361K0.04%+27613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,191$354K<0.01%+41013F-HRTimeline
Avantra Family Wealth, Inc.5,110$349K0.26%+1,33613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,033$344K<0.01%-4,01213F-HRTimeline
Alta Wealth Advisors LLC4,984$340K0.11%+13613F-HRTimeline
SACKS & ASSOCIATES, LLC4,941$337K0.25%013F-HRTimeline
Warner Group LLC4,919$336K0.22%-15313F-HRTimeline
Kraft, Davis & Associates, LLC4,495$336K0.07%013F-HRTimeline
GREAT LAKES ADVISORS, LLC4,878$333K<0.01%+18013F-HRTimeline
Goldstein Advisors, LLC4,869$332K0.04%-913F-HRTimeline
Advisors Capital Management, LLC4,855$331K<0.01%-56713F-HRTimeline
Register Financial Advisors LLC4,850$331K0.12%+5713F-HRTimeline
Xcel Wealth Management, LLC4,845$331K0.09%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,768$326K<0.01%13F-HRTimelineGroup
Tortuga Wealth Management, Inc4,731$323K0.3%-10413F-HRTimeline
Formidable Asset Management, LLC4,637$322K0.05%+60013F-HRTimeline
BRIGHTON JONES LLC4,696$321K0.01%new13F-HR/ATimeline
WealthPlan Investment Management, LLC4,566$312K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,558$311K0.09%+43013F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,550$311K0.01%013F-HR/ATimeline
Clear Point Advisors Inc.4,530$309K0.24%+69813F-HRTimeline
Aprio Wealth Management, LLC4,472$305K0.02%+1,37513F-HRTimeline
Frisch Financial Group, Inc.4,459$304K0.06%+713F-HRTimeline
Principle Wealth Partners LLC4,441$303K0.02%013F-HRTimeline
Whelan Financial4,400$300K0.09%013F-HRTimeline
GoalVest Advisory LLC4,341$296K0.06%+61213F-HRTimeline
Strategies Wealth Advisors, LLC4,337$296K0.03%+413F-HRTimeline
Adelphi Trust Co4,303$294K0.24%-2,41313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,300$294K<0.01%-33113F-HRTimelineGroup
MEMBERS WEALTH LLC3,912$293K0.17%+7513F-HRTimeline
Three Magnolias Financial Advisors, LLC4,285$293K0.19%013F-HRTimeline
Clark Capital Management Group, Inc.4,278$292K<0.01%-1,89613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,237$289K<0.01%new13F-HRTimelineGroup