Skip to content
Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

Follow

RISNG DIVD ACHIV (fund)

643 managers (649 13F filers) reported a position in RDVY shares at 2025-03-31, 167,192,190 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
643
13F filers
649
New
45
Added
342
Reduced
181
Sold out
44
Shares held by filers
167,192,190

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Compass Financial Services Inc452$26.4K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC425$24.9K<0.01%013F-HRTimeline
Transce3nd, LLC386$22.6K0.01%+3513F-HRTimeline
Sound Income Strategies, LLC372$21.8K<0.01%-29913F-HRTimeline
Aventura Private Wealth, LLC326$19.1K0.01%new13F-HRTimeline
CENTRAL TRUST Co325$19K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC314$18.4K<0.01%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.300$17.6K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC287$16.8K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC257$15K<0.01%013F-HRTimeline
Brooklyn Investment Group256$15K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC240$14.1K0.01%013F-HRTimeline
Versant Capital Management, Inc233$13.6K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.224$13.1K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC222$13K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.207$12.1K<0.01%+5513F-HRTimeline
Biltmore Family Office, LLC199$11.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.182$10.6K<0.01%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC175$10.2K<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC170$9.95K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.122$7.14K<0.01%013F-HRTimeline
Stephens Consulting, LLC110$6.44K<0.01%013F-HRTimeline
Morse Asset Management, Inc109$6.38K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/106$6.28K<0.01%013F-HRTimelineGroup
LRI Investments, LLC107$6.26K<0.01%013F-HRTimeline
Beacon Capital Management, LLC94$5.5K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC93$5.47K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV98$5K<0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST82$4.8K<0.01%new13F-HRTimeline
Headlands Technologies LLC81$4.74K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC66$3.9K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC66$3.86K<0.01%013F-HR/ATimeline
Christopher J. Hasenberg, Inc60$3.53K<0.01%013F-HRTimeline
Bullock Wealth Management Group59$3.47K<0.01%013F-HRTimeline
Blue Trust, Inc.42$2.46K<0.01%-32513F-HRTimeline
Nemes Rush Group LLC42$2.46K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.42$2.44K<0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.40$2.34K<0.01%013F-HRTimeline
GKV Capital Management Co., Inc.34$1.99K<0.01%new13F-HR/ATimeline
Fourth Dimension Wealth, LLC18$1.05K<0.01%013F-HRTimeline
Bogart Wealth, LLC11$644<0.01%013F-HRTimeline
Parallel Advisors, LLC10$585<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-44,35513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.