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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

645 managers (653 13F filers) reported a position in RDVY shares at 2025-06-30, 175,643,409 shares in all. 45 filers opened a position and 40 filers sold out during the quarter.

Managers
645
13F filers
653
New
45
Added
319
Reduced
211
Sold out
40
Shares held by filers
175,643,409

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Transce3nd, LLC445$27.9K0.01%+5913F-HRTimeline
Salomon & Ludwin, LLC425$27K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…418$26.2K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…375$23.5K0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC322$20.2K<0.01%-5013F-HRTimeline
CENTRAL TRUST Co320$20.1K<0.01%-513F-HRTimeline
Semmax Financial Advisors Inc.306$19.6K0.01%new13F-HRTimeline
CX Institutional297$19K<0.01%new13F-HR/ATimeline
GABLES CAPITAL MANAGEMENT INC.300$18.8K0.01%013F-HRTimeline
Bare Financial Services, Inc279$17.5K0.01%new13F-HRTimeline
EPG Wealth Management LLC276$17.3K0.01%-25,23513F-HRTimeline
McIlrath & Eck, LLC257$16.1K<0.01%013F-HRTimeline
Blue Trust, Inc.244$15.3K<0.01%+20213F-HRTimeline
VSM Wealth Advisory, LLC240$15.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc233$14.6K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.228$14.3K<0.01%+2113F-HRTimeline
IMA Advisory Services, Inc.224$14.1K<0.01%013F-HRTimeline
Pandora Wealth, Inc.219$13.7K0.01%new13F-HRTimeline
Biltmore Family Office, LLC199$12.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.182$11.4K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC170$10K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.158$10K<0.01%-35413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group158$9.91K<0.01%-9813F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.122$7.65K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC122$7.62K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC120$7.53K<0.01%new13F-HRTimeline
Morse Asset Management, Inc109$6.84K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/106$6.72K<0.01%013F-HR/ATimelineGroup
LRI Investments, LLC107$6.71K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV98$6K<0.01%013F-HRTimeline
Beacon Capital Management, LLC94$5.9K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC94$5.88K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC83$5.21K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST82$5.14K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC66$4.14K<0.01%013F-HRTimeline
Bullock Wealth Management Group59$3.74K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.42$2.62K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.40$2.51K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC18$1.13K<0.01%013F-HRTimeline
Bogart Wealth, LLC11$690<0.01%013F-HRTimeline
Parallel Advisors, LLC10$627<0.01%013F-HRTimeline
SIGNATUREFD, LLC3$188<0.01%new13F-HRTimeline
POM Investment Strategies, LLC1$41<0.01%-119,64113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
PIN OAK INVESTMENT ADVISORS INC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.