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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

806 managers (819 13F filers) reported a position in RDVY shares at 2026-06-30, 223,037,033 shares in all. 82 filers opened a position and 32 filers sold out during the quarter.

Managers
806
13F filers
819
New
82
Added
397
Reduced
230
Sold out
32
Shares held by filers
223,037,033

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TUCKER ASSET MANAGEMENT LLC4,769$387K0.1%+21113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,769$387K<0.01%+113F-HRTimelineGroup
Clear Point Advisors Inc.4,738$384K0.34%+20813F-HRTimeline
Alta Wealth Advisors LLC4,727$383K0.1%-25713F-HRTimeline
Tortuga Wealth Management, Inc4,720$383K0.29%-1113F-HRTimeline
GREAT LAKES ADVISORS, LLC4,641$376K<0.01%-23713F-HRTimeline
KPP Advisory Services LLC4,595$372K0.05%new13F-HRTimeline
WealthPlan Investment Management, LLC4,567$370K0.02%+113F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,550$369K0.01%013F-HRTimeline
Frisch Financial Group, Inc.4,463$362K0.06%+413F-HRTimeline
GoalVest Advisory LLC4,461$362K0.07%+12013F-HRTimeline
SEVEN MILE ADVISORY4,456$361K0.24%new13F-HRTimeline
Aprio Wealth Management, LLC4,451$361K0.02%-2113F-HRTimeline
Principle Wealth Partners LLC4,441$360K0.02%013F-HRTimeline
Whelan Financial4,400$357K0.1%013F-HRTimeline
Kraft, Davis & Associates, LLC4,495$354K0.07%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,341$352K0.24%+12313F-HRTimeline
Strategies Wealth Advisors, LLC4,341$352K0.03%+413F-HRTimeline
Zullo Investment Group, Inc.4,305$349K0.12%-1,56513F-HRTimeline
Adelphi Trust Co4,303$349K0.23%013F-HRTimeline
Advisors Capital Management, LLC4,215$342K<0.01%-64013F-HRTimeline
Compound Planning, Inc.4,209$341K0.01%+14513F-HRTimeline
Archer Investment Corp4,202$341K0.07%+2,72313F-HR/ATimeline
Three Magnolias Financial Advisors, LLC4,185$339K0.19%-10013F-HRTimeline
Founders Financial Alliance, LLC4,150$336K0.04%-1,82913F-HRTimeline
Fee-Only Financial Planning, L.C.4,135$335K0.18%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,113$333K0.16%+113F-HRTimeline
Tempus Wealth Planning, LLC4,105$333K0.07%+34813F-HRTimeline
SkyOak Wealth, LLC4,098$332K0.05%+213F-HRTimeline
Revisor Wealth Management LLC4,060$329K0.08%new13F-HRTimeline
Keel Point, LLC4,035$327K0.02%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,003$324K0.01%013F-HRTimeline
OakTrust Wealth Advisors, LLC3,995$324K0.28%+413F-HRTimeline
MEMBERS WEALTH LLC3,913$317K0.17%+113F-HRTimeline
Formidable Asset Management, LLC4,637$317K0.05%013F-HRTimeline
QTR Family Wealth, LLC3,852$312K0.11%-8713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,817$309K<0.01%013F-HRTimelineGroup
Buck Wealth Strategies, LLC3,710$301K0.03%new13F-HRTimeline
Cresta Advisors, Ltd.3,700$300K0.11%013F-HRTimeline
GLR Partners, LLC3,699$300K0.14%-1,79513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,691$299K<0.01%new13F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC3,691$299K0.05%new13F-HRTimeline
WORLD EQUITY GROUP, INC.3,589$291K0.07%-38113F-HRTimeline
Bedel Financial Consulting, Inc.3,575$290K0.03%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,574$290K0.1%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,556$288K<0.01%013F-HRTimeline
Manhattan West Asset Management, LLC3,556$288K0.05%new13F-HRTimeline
MATAURO, LLC3,539$287K0.04%+713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,507$284K<0.01%+2913F-HRTimelineGroup
Westside Investment Management, Inc.3,500$284K0.04%-20013F-HRTimeline
Hershey Financial Advisers, LLC3,415$277K0.2%new13F-HRTimeline
Trexquant Investment LP3,396$275K<0.01%-13713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,388$275K<0.01%+2,50313F-HRTimelineGroup
Prospect Financial Services LLC3,362$273K0.14%new13F-HRTimeline
EP Wealth Advisors, LLC3,360$272K<0.01%+12913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,354$272K<0.01%-37113F-HRTimelineGroup
Dash Acquisitions Inc.3,199$267K0.05%013F-HRTimeline
Fisher Asset Management, LLC3,268$265K<0.01%-13413F-HRTimeline
Flaharty Asset Management, LLC3,298$264K0.38%-48,22413F-HRTimeline
SEEDS INVESTOR LLC3,238$262K0.03%+713F-HRTimeline
J. Derek Lewis & Associates Inc.3,182$258K0.05%013F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC3,137$254K0.25%13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.3,116$253K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STRATEGIC PLANNING GROUP, LLC3,092$251K0.03%+413F-HRTimeline
Basepoint Wealth LLC3,066$248K0.14%-12113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,939$245K0.08%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC3,005$244K0.03%13F-HRTimeline
Facet Wealth, Inc.2,993$243K<0.01%-2,76013F-HRTimeline
Clark Capital Management Group, Inc.2,968$241K<0.01%-1,31013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,963$240K0.04%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.2,933$238K0.08%-14913F-HRTimeline
Selby Wealth Management, LLC2,868$232K0.08%-63013F-HRTimeline
Jacobi Capital Management LLC2,847$231K0.01%new13F-HRTimeline
R2 Capital Strategies, LLC2,839$230K0.1%13F-HRTimeline
Lifeworks Advisors, LLC2,805$227K0.02%new13F-HRTimeline
Lantern Wealth Advisors, LLC2,793$226K0.1%new13F-HRTimeline
MOR Wealth Management, LLC2,786$226K0.09%new13F-HRTimeline
Hudock, Inc.2,754$223K0.03%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,741$222K0.01%-9,56813F-HRTimelineGroup
Financial Advisors Network, Inc.2,741$222K0.03%new13F-HRTimeline
NFSG Corp2,712$220K0.03%+42113F-HRTimeline
American Institute for Advanced Investm…2,676$217K0.13%new13F-HRTimeline
NorthRock Partners, LLC2,675$217K<0.01%new13F-HRTimeline
Purkiss Capital Advisors LLC2,675$217K0.08%new13F-HRTimeline
Vigil Wealth Management, LLC2,646$214K0.15%new13F-HRTimeline
TRUE Private Wealth Advisors2,629$213K0.02%new13F-HRTimeline
Patten Group, Inc.2,624$213K0.03%new13F-HRTimeline
Semus Wealth Partners LLC2,602$211K0.1%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,600$211K<0.01%-841,80013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,591$210K0.02%new13F-HRTimelineGroup
Faithward Advisors, LLC2,587$210K0.03%new13F-HRTimeline
Arrowroot Family Office, LLC2,578$209K0.06%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,559$207K<0.01%+16813F-HRTimelineGroup
Eaton Financial Holdings Company, LLC2,558$207K0.06%new13F-HRTimeline
Parkside Financial Bank & Trust2,505$203K0.01%+413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,501$203K<0.01%-1,79913F-HR/ATimelineGroup
Composition Wealth, LLC2,501$203K<0.01%new13F-HRTimeline
Purewater Capital LLC2,500$203K0.15%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,480$201K0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,411$195K<0.01%-12,43313F-HRTimeline
Smithfield Trust Co2,383$192K0.01%013F-HRTimeline
IMA Advisory Services, Inc.2,324$188K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,295$186K<0.01%013F-HRTimeline
Coston, McIsaac & Partners2,287$185K0.04%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2,227$180K<0.01%+1,22513F-HRTimelineGroup
Park Place Capital Corp2,190$178K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,130$173K0.02%013F-HRTimeline
BAYBAN2,000$162K0.12%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,926$156K0.01%new13F-HRTimeline
Regatta Research & Money Management1,757$142K0.13%13F-HRTimeline
Bullseye Investment Management, LLC1,700$138K0.07%013F-HRTimeline
Key Financial Inc1,647$134K0.02%+19013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,628$132K0.01%new13F-HR/ATimeline
IAG Wealth Partners, LLC1,622$131K0.01%+2213F-HRTimeline
HOWE & RUSLING INC1,537$125K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,438$117K0.04%+313F-HRTimeline
MCF Advisors LLC1,385$112K<0.01%+34813F-HRTimeline
Torren Management, LLC1,355$110K0.06%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,245$101K<0.01%+113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,182$95.8K<0.01%-5513F-HRTimeline
CX Institutional1,152$93K<0.01%+213F-HRTimeline
Signature Equity Partners, LLC1,124$91.1K0.04%+40713F-HRTimeline
Nemes Rush Group LLC1,100$89.2K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,083$87.8K<0.01%-21113F-HRTimelineGroup
Institute for Wealth Management, LLC.1,067$86.5K0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,065$86.3K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,076$85.8K0.04%-713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,056$85.6K<0.01%+45613F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,052$85.3K<0.01%-20513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,047$84.9K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,001$81.1K0.01%+82513F-HRTimeline
City State Bank950$77K0.02%013F-HRTimeline
Wiser Advisor Group LLC925$75K0.08%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC895$72.5K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC880$71.3K0.03%+2613F-HRTimeline
Walsh & Associates, LLC807$65.4K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC738$59.8K0.01%-1713F-HRTimeline
POM Investment Strategies, LLC736$59.7K0.07%-2913F-HRTimeline
Navigoe, LLC737$59K0.03%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC725$58.8K<0.01%013F-HRTimelineGroup
Innovative Asset Advisors Group, LLC697$56.5K0.02%+8013F-HRTimeline
Hilltop National Bank697$56.5K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.687$55.7K0.04%+3013F-HRTimeline
Atlantic Edge Private Wealth Management…674$54.6K0.01%013F-HRTimeline
Ankerstar Wealth, LLC628$50.9K0.04%013F-HRTimeline
REAP Financial Group, LLC603$48.9K0.01%+113F-HRTimeline
Crewe Advisors LLC598$48.5K<0.01%-15613F-HRTimeline
Quaker Wealth Management, LLC574$46.5K0.01%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC567$46K0.03%013F-HR/ATimeline
Avion Wealth525$42K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.503$40.8K0.01%-2513F-HRTimeline
Front Row Advisors LLC469$39K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.477$38.6K0.02%+113F-HRTimeline
Salomon & Ludwin, LLC425$34.2K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…418$33.9K<0.01%013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC412$33.4K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.405$32.8K0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.402$32.6K0.02%013F-HRTimeline
Aspect Partners, LLC384$31.1K0.01%new13F-HRTimeline
Financial Perspectives, Inc375$30.4K0.01%013F-HRTimeline
Decker Retirement Planning Inc.374$30.3K0.01%new13F-HRTimeline
EPG Wealth Management LLC336$27.2K0.01%013F-HRTimeline
SBI Securities Co., Ltd.316$25.6K<0.01%+3513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.300$24.3K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.300$24.3K0.01%013F-HRTimeline
BIRCHBROOK, INC.300$24.3K0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.285$23.1K0.02%-1513F-HRTimeline
Cape Investment Advisory, Inc.280$22.7K0.01%new13F-HRTimeline
Bare Financial Services, Inc279$22.6K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.259$21K0.01%-24013F-HRTimeline
Gen-Wealth Partners Inc244$19.8K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP240$19.5K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC240$19.5K0.01%013F-HRTimeline
Versant Capital Management, Inc233$18.9K<0.01%013F-HRTimeline
Key Capital Management, INC231$18.7K0.01%+8713F-HRTimeline
OAKWORTH CAPITAL, INC.200$16.1K<0.01%new13F-HRTimeline
Caitlin John, LLC192$15.6K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.189$15.3K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…182$14.8K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …150$12K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC142$11.5K<0.01%+7613F-HRTimeline
FIRST COMMUNITY TRUST NA134$10.9K<0.01%013F-HRTimeline
BFSG, LLC130$10.5K<0.01%-13013F-HRTimeline
Collier Financial127$10.3K0.01%-47913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC121$9.81K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors120$9.73K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/106$8.24K<0.01%013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV99$8K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC95$7.67K<0.01%+113F-HRTimeline
Blue Trust, Inc.85$6.9K<0.01%+4313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …77$6.24K0.01%new13F-HRTimeline
TRUST CO OF VERMONT75$6.08K<0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC79$6K<0.01%-34513F-HRTimelineGroup
Costello Asset Management, INC68$5.51K<0.01%new13F-HRTimeline
Imprint Wealth LLC51$4.13K0.02%new13F-HRTimeline
Bernard Wealth Management Corp.42$3.41K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA37$3K<0.01%013F-HRTimeline
CENTRAL TRUST Co32$2.59K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.25$2.03K<0.01%013F-HRTimeline
SIGNATUREFD, LLC22$1.78K<0.01%+1913F-HRTimeline