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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

645 managers (654 13F filers) reported a position in RDVY shares at 2024-12-31, 155,539,015 shares in all. 47 filers opened a position and 33 filers sold out during the quarter.

Managers
645
13F filers
654
New
47
Added
295
Reduced
168
Sold out
33
Shares held by filers
155,539,015

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
First Command Advisory Services, Inc.475$28.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.466$27.6K<0.01%013F-HRTimeline
Graney & King, LLC461$27.3K0.02%13F-HRTimeline
Salomon & Ludwin, LLC425$25.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.420$24.8K<0.01%new13F-HRTimelineGroup
AlphaMark Advisors, LLC400$24K0.01%013F-HRTimeline
Blue Trust, Inc.367$21.7K<0.01%+32513F-HR/ATimeline
Transce3nd, LLC351$20.8K0.01%13F-HRTimeline
CENTRAL TRUST Co325$19.2K<0.01%-32513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC313$18.5K<0.01%+213F-HRTimeline
OARSMAN CAPITAL, INC.300$17.7K<0.01%-20013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.300$17.7K0.01%013F-HRTimeline
McIlrath & Eck, LLC257$15.2K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC240$14.2K0.01%13F-HRTimeline
Versant Capital Management, Inc233$13.8K<0.01%new13F-HRTimeline
Pineridge Advisors LLC227$13.4K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…208$12.3K<0.01%013F-HRTimeline
Biltmore Family Office, LLC199$11.8K<0.01%013F-HRTimeline
Caitlin John, LLC192$11.4K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC170$10K<0.01%13F-HRTimeline
Empowered Funds, LLC157$9.29K<0.01%new13F-HRTimeline
Bangor Savings Bank155$9.17K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.152$8.99K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.122$7.21K<0.01%013F-HRTimeline
Stephens Consulting, LLC110$6.51K<0.01%new13F-HRTimeline
Morse Asset Management, Inc109$6.45K<0.01%013F-HRTimeline
Modus Advisors, LLC107$6.33K<0.01%new13F-HRTimeline
LRI Investments, LLC107$6.33K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/106$6.27K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …100$5.91K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC94$5.56K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC93$5.5K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV97$5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.68$4.04K0.37%-73,01113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC66$3.9K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC66$3.9K<0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc60$3.55K<0.01%-135,08213F-HRTimeline
Bullock Wealth Management Group59$3.49K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.41$2.45K<0.01%13F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.40$2.37K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC18$1.06K<0.01%13F-HRTimeline
SUMMIT SECURITIES GROUP LLC15$887<0.01%new13F-HRTimeline
Bogart Wealth, LLC11$651<0.01%013F-HRTimeline
Parallel Advisors, LLC10$591<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.