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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

664 managers (672 13F filers) reported a position in RDVY shares at 2025-09-30, 187,785,207 shares in all. 47 filers opened a position and 22 filers sold out during the quarter.

Managers
664
13F filers
672
New
47
Added
360
Reduced
177
Sold out
22
Shares held by filers
187,785,207

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Princeton Global Asset Management LLC896$60.3K0.01%new13F-HRTimeline
WPG Advisers, LLC896$60.3K0.05%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC895$60.2K<0.01%-3013F-HRTimeline
Key Financial Inc854$57.4K0.01%-11513F-HRTimeline
CX Institutional817$55K<0.01%+52013F-HRTimeline
WealthShield Partners, LLC724$48.7K0.01%013F-HRTimeline
Kiker Wealth Management, LLC709$47.7K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…674$45.3K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.657$44.2K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.654$43.9K0.03%+213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC650$43.7K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.649$43.6K0.02%+113F-HRTimeline
Center for Financial Planning, Inc.623$41.9K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC612$41.2K<0.01%013F-HRTimeline
Collier Financial603$40.6K0.03%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.582$39.1K<0.01%+40013F-HRTimelineGroup
Quaker Wealth Management, LLC570$38.3K0.01%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC567$38.1K0.03%+56713F-HRTimeline
Archer Investment Corp551$37.1K0.01%+113F-HRTimeline
Compass Financial Services Inc518$34.8K0.02%+6513F-HRTimeline
Wilmington Savings Fund Society, FSB500$33.6K<0.01%-35013F-HR/ATimeline
MATHER GROUP, LLC.466$31.3K<0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC434$29.2K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC425$28.8K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…418$28.1K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.414$27.8K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC410$27.4K<0.01%+8813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…375$25.2K0.01%013F-HRTimelineGroup
FIRST HORIZON CORP374$25.2K<0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.300$20.2K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.300$20.2K0.01%013F-HRTimeline
Bare Financial Services, Inc279$18.8K0.01%013F-HRTimeline
EPG Wealth Management LLC277$18.6K0.01%+113F-HRTimeline
SBI Securities Co., Ltd.262$17.6K<0.01%+3413F-HRTimeline
McIlrath & Eck, LLC257$17.3K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC240$16.1K0.01%013F-HRTimeline
Versant Capital Management, Inc233$15.7K<0.01%013F-HRTimeline
Imprint Wealth LLC225$15.1K0.05%13F-HRTimeline
Biltmore Family Office, LLC199$13.4K<0.01%013F-HRTimeline
Caitlin John, LLC192$12.9K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC175$11.8K<0.01%-35213F-HRTimeline
SIGNATUREFD, LLC167$11.2K<0.01%+16413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.158$11K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLAGSHIP WEALTH ADVISORS, LLC142$9.55K<0.01%+7613F-HRTimeline
CENTRAL TRUST Co132$8.88K<0.01%-18813F-HRTimeline
Kings Path Partners LLC131$8.81K<0.01%-42713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.122$8.21K<0.01%013F-HRTimeline
LRI Investments, LLC107$7.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/106$7.17K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc100$6.73K<0.01%-913F-HRTimeline
Smartleaf Asset Management LLC94$6.33K<0.01%-2813F-HRTimeline
Valued Wealth Advisors LLC94$6.31K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV98$6K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.87$5.85K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.84$5.65K<0.01%-16013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC83$5.58K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST82$5.51K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA74$4.98K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.42$2.81K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.40$2.69K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC20$1.34K<0.01%-10013F-HRTimeline
Fourth Dimension Wealth, LLC18$1.21K<0.01%013F-HRTimeline
Bogart Wealth, LLC11$740<0.01%013F-HRTimeline
Parallel Advisors, LLC10$673<0.01%013F-HRTimeline