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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

747 managers (757 13F filers) reported a position in RDVY shares at 2025-12-31, 203,478,394 shares in all. 72 filers opened a position and 27 filers sold out during the quarter.

Managers
747
13F filers
757
New
72
Added
372
Reduced
180
Sold out
27
Shares held by filers
203,478,394

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cresta Advisors, Ltd.3,955$275K0.12%+25513F-HRTimeline
Formidable Asset Management, LLC4,037$272K0.04%013F-HRTimeline
Klingman & Associates, LLC3,849$267K0.01%013F-HRTimeline
Clear Point Advisors Inc.3,832$266K0.21%+73113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,817$265K<0.01%013F-HRTimelineGroup
Impact Partnership Wealth, LLC3,804$264K0.03%+41513F-HRTimeline
Avantra Family Wealth, Inc.3,774$262K0.19%+10913F-HRTimeline
Selby Wealth Management, LLC3,770$262K0.11%13F-HRTimeline
Quadcap Wealth Management, LLC3,760$261K0.03%new13F-HRTimeline
STRATEGIC PLANNING GROUP, LLC3,757$261K0.03%+713F-HRTimeline
GoalVest Advisory LLC3,729$259K0.05%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,703$257K0.2%13F-HRTimeline
Westside Investment Management, Inc.3,700$257K0.04%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,798$257K<0.01%+51913F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC3,673$255K0.1%-41813F-HRTimeline
Asset Dedication, LLC3,665$255K0.02%013F-HRTimeline
Sensible Money, LLC3,665$255K0.08%013F-HRTimeline
Compound Planning, Inc.3,579$249K0.01%+1813F-HRTimeline
Bedel Financial Consulting, Inc.3,575$248K0.03%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,574$248K0.09%+2413F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,556$247K<0.01%013F-HRTimeline
SkyOak Wealth, LLC3,541$246K0.04%-19613F-HRTimeline
MATAURO, LLC3,523$245K0.04%+1013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,394$236K0.05%new13F-HRTimeline
Rossby Financial, LCC3,390$236K0.07%+53413F-HRTimeline
Dash Acquisitions Inc.3,199$230K0.05%013F-HRTimeline
Headland Capital, LLC3,274$227K0.06%new13F-HRTimeline
Keebeck Wealth Management3,250$226K0.03%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,099$225K0.02%+9013F-HRTimelineGroup
McIlrath & Eck, LLC3,215$223K0.02%+2,95813F-HRTimeline
ADVISORTRUST PARTNERS, LLC3,214$223K0.1%13F-HRTimeline
J. Derek Lewis & Associates Inc.3,181$221K0.05%13F-HRTimeline
Prospect Financial Services LLC3,171$220K0.13%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,153$219K0.08%-39413F-HRTimeline
Aprio Wealth Management, LLC3,097$215K0.01%new13F-HRTimeline
Faithward Advisors, LLC3,072$213K0.03%-19813F-HRTimeline
TRUE Private Wealth Advisors3,065$213K0.02%-3,84213F-HRTimeline
Basepoint Wealth LLC3,051$212K0.13%+813F-HRTimeline
Novak & Powell Financial Services, Inc.3,050$212K0.11%013F-HRTimeline
Crewe Advisors LLC3,021$210K0.02%+113F-HRTimeline
CacheTech Inc.2,973$207K0.04%new13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,963$206K0.04%new13F-HRTimeline
VIAWEALTH, LLC2,938$204K0.11%new13F-HRTimeline
RiverTree Advisors, LLC2,896$201K0.13%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,869$199K<0.01%-14813F-HRTimeline
Sound Income Strategies, LLC2,444$177K0.01%+2,03413F-HRTimeline
Parkside Financial Bank & Trust2,494$173K0.01%013F-HRTimeline
Smithfield Trust Co2,383$166K0.01%-41713F-HRTimeline
IMA Advisory Services, Inc.2,324$161K0.02%+30013F-HRTimeline
CoreCap Advisors, LLC2,296$160K0.01%-1,67913F-HRTimeline
Coston, McIsaac & Partners2,286$158K0.04%+113F-HRTimeline
Parallel Advisors, LLC2,166$150K<0.01%+2,15613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,130$148K0.02%013F-HRTimeline
BAYBAN2,000$139K0.12%13F-HRTimeline
MidAtlantic Capital Management, Inc.1,945$135K0.09%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,921$133K<0.01%+86113F-HRTimelineGroup
Bullseye Investment Management, LLC1,700$118K0.06%new13F-HRTimeline
Signature Equity Partners, LLC1,683$117K0.06%13F-HRTimeline
IAG Wealth Partners, LLC1,600$111K0.01%013F-HRTimeline
Key Financial Inc1,457$101K0.02%+60313F-HRTimeline
Glass Jacobson Investment Advisors llc1,431$99.4K0.04%new13F-HRTimeline
NFSG Corp1,386$96.3K0.01%-2,17513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,362$94.6K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,294$89.9K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,258$87.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,244$86.4K<0.01%+113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,237$85.9K<0.01%+62513F-HRTimeline
CX Institutional1,148$80K<0.01%+33113F-HRTimeline
Holos Integrated Wealth LLC1,076$75.5K0.04%013F-HRTimeline
MCF Advisors LLC1,037$72K<0.01%013F-HRTimeline
City State Bank950$66K0.02%new13F-HRTimeline
Wiser Advisor Group LLC920$63.9K0.07%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC895$62.2K<0.01%013F-HRTimeline
Walsh & Associates, LLC807$56.1K0.06%13F-HRTimeline
WealthShield Partners, LLC724$50.3K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC715$49.7K0.03%new13F-HRTimeline
Atlantic Edge Private Wealth Management…674$46.8K0.01%013F-HRTimeline
Raleigh Capital Management Inc.669$46.5K0.02%+2013F-HRTimeline
Greenline Wealth Management LLC668$46.4K0.05%13F-HRTimeline
Quest 10 Wealth Builders, Inc.657$45.6K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.654$45.5K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.652$45.3K<0.01%+23813F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC650$45.2K0.01%013F-HRTimeline
Ankerstar Wealth, LLC628$43.6K0.04%13F-HRTimeline
Collier Financial604$42K0.03%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.600$41.7K<0.01%+51313F-HRTimelineGroup
REAP Financial Group, LLC600$41.7K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC567$41K0.03%013F-HRTimeline
Eagle Bay Advisors LLC587$40.8K0.03%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA581$40.4K0.09%new13F-HRTimeline
Quaker Wealth Management, LLC571$39.7K0.01%+113F-HRTimeline
Archer Investment Corp553$38.4K0.01%+213F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…530$36.8K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.522$36.3K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB500$34.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.482$33.5K<0.01%-10013F-HRTimelineGroup
Salomon & Ludwin, LLC425$30.4K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…418$29K<0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank400$27.8K0.01%new13F-HRTimelineGroup
TRUST CO OF VERMONT382$26.5K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…375$26.1K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc375$26.1K0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.300$21.7K0.02%13F-HRTimeline
EPG Wealth Management LLC307$21.3K0.01%+3013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.300$20.8K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.300$20.8K0.01%013F-HRTimeline
Compass Financial Services Inc291$20.2K0.01%-22713F-HRTimeline
SBI Securities Co., Ltd.279$19.4K<0.01%+1713F-HRTimeline
Bare Financial Services, Inc279$19.4K0.01%013F-HRTimeline
BFSG, LLC260$18.1K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC240$16.7K0.01%013F-HRTimeline
Versant Capital Management, Inc233$16.2K<0.01%013F-HRTimeline
Imprint Wealth LLC225$15.6K0.07%013F-HRTimeline
Biltmore Family Office, LLC199$13.8K<0.01%013F-HRTimeline
Caitlin John, LLC192$13.3K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…182$12.6K0.01%13F-HRTimeline
Private Wealth Asset Management, LLC176$12.2K<0.01%+113F-HRTimeline
CENTRAL TRUST Co174$12.1K<0.01%+4213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.158$11K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allspring Global Investments Holdings, …in group Allspring Global Investments …150$10.8K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC142$9.87K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA134$9.31K0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC121$8.41K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors120$8.34K<0.01%new13F-HRTimelineGroup
LRI Investments, LLC107$7.43K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/106$7.36K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc100$6.95K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC94$6.54K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV98$6K<0.01%013F-HRTimeline
SageView Advisory Group, LLC84$5.84K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP84$5.83K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC83$5.77K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC79$5.49K<0.01%new13F-HRTimeline
Motiv8 Investments LLC70$5K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC59$4.1K<0.01%new13F-HRTimeline
AlphaCore Capital LLC47$3.27K<0.01%new13F-HRTimeline
Blue Trust, Inc.42$2.92K<0.01%-4213F-HRTimeline
Bernard Wealth Management Corp.42$2.91K<0.01%013F-HRTimeline
Advocate Investing Services LLC42$2.91K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.40$2.78K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA37$2.57K<0.01%-3713F-HRTimeline
FINANCIAL CONSULATE, INC25$1.74K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.25$1.74K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC20$1.39K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC18$1.25K<0.01%013F-HRTimeline
Bogart Wealth, LLC11$764<0.01%013F-HRTimeline
SIGNATUREFD, LLC3$208<0.01%-16413F-HRTimeline