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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

756 managers (768 13F filers) reported a position in RDVY shares at 2026-03-31, 215,590,873 shares in all. 54 filers opened a position and 45 filers sold out during the quarter.

Managers
756
13F filers
768
New
54
Added
404
Reduced
203
Sold out
45
Shares held by filers
215,590,873

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
QTR Family Wealth, LLC3,939$289K0.12%-78613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,218$288K0.23%+51513F-HRTimeline
Rossby Financial, LCC4,148$286K0.06%+75813F-HRTimeline
Fee-Only Financial Planning, L.C.4,135$282K0.17%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,112$281K0.13%013F-HRTimeline
Whipplewood Advisors, LLC4,107$280K0.15%013F-HRTimeline
SkyOak Wealth, LLC4,096$280K0.05%+55513F-HRTimeline
Compound Planning, Inc.4,064$278K0.01%+48513F-HRTimeline
Global View Capital Management LLC4,042$276K0.07%-59813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,003$273K0.01%013F-HRTimeline
OakTrust Wealth Advisors, LLC3,991$273K0.25%-19913F-HRTimeline
WORLD EQUITY GROUP, INC.3,970$271K0.07%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,960$270K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group3,869$264K0.01%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,817$261K<0.01%013F-HRTimelineGroup
WealthPLAN Partners, LLC3,816$261K0.05%-3,53813F-HRTimeline
Tempus Wealth Planning, LLC3,757$257K0.06%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,725$254K<0.01%-7313F-HRTimelineGroup
Impact Partnership Wealth, LLC3,703$253K0.03%-10113F-HRTimeline
Westside Investment Management, Inc.3,700$253K0.04%013F-HRTimeline
Cresta Advisors, Ltd.3,700$253K0.1%-25513F-HRTimeline
Asset Dedication, LLC3,665$250K0.02%013F-HRTimeline
Sensible Money, LLC3,665$250K0.08%013F-HRTimeline
Waverly Advisors, LLC3,598$246K<0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.3,575$244K0.03%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,574$244K0.09%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,556$243K<0.01%013F-HRTimeline
Trexquant Investment LP3,533$241K<0.01%-60713F-HRTimeline
MATAURO, LLC3,532$241K0.03%+913F-HRTimeline
Selby Wealth Management, LLC3,498$239K0.09%-27213F-HRTimeline
Dash Acquisitions Inc.3,199$238K0.05%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,478$237K<0.01%+2,99613F-HRTimelineGroup
SEEDS INVESTOR LLC3,231$237K0.03%new13F-HRTimeline
Fisher Asset Management, LLC3,402$232K<0.01%-1,11813F-HRTimeline
EP Wealth Advisors, LLC3,231$221K<0.01%-1,32413F-HRTimeline
McIlrath & Eck, LLC3,223$220K0.02%+813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,939$218K0.08%-1,67313F-HRTimeline
Basepoint Wealth LLC3,187$218K0.12%+13613F-HRTimeline
J. Derek Lewis & Associates Inc.3,182$217K0.05%+113F-HR/ATimeline
Tempo Wealth, LLC3,172$217K0.04%new13F-HRTimeline
Quadcap Wealth Management, LLC3,151$215K0.02%-60913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,116$213K<0.01%+2,95813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STRATEGIC PLANNING GROUP, LLC3,088$211K0.03%-66913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,082$210K0.08%-7113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC3,058$209K0.09%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,009$207K0.01%new13F-HRTimelineGroup
Core Wealth Partners LLC3,030$207K0.1%new13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,963$202K0.04%013F-HRTimeline
VIAWEALTH, LLC2,946$201K0.11%+813F-HRTimeline
M.E. ALLISON & CO., INC.2,865$201K0.13%new13F-HRTimeline
Parkside Financial Bank & Trust2,501$171K0.01%+713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,391$163K<0.01%+47013F-HRTimelineGroup
Smithfield Trust Co2,383$163K0.01%013F-HRTimeline
Sound Income Strategies, LLC2,364$163K0.01%-8013F-HRTimeline
IMA Advisory Services, Inc.2,324$159K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,295$157K<0.01%-57413F-HRTimeline
NFSG Corp2,291$156K0.03%+90513F-HRTimeline
Coston, McIsaac & Partners2,286$156K0.04%013F-HRTimeline
Park Place Capital Corp2,190$150K0.03%new13F-HRTimeline
CoreCap Advisors, LLC2,135$146K<0.01%-16113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,130$145K0.02%013F-HRTimeline
BAYBAN2,000$137K0.12%013F-HRTimeline
Bullseye Investment Management, LLC1,700$116K0.06%013F-HRTimeline
IAG Wealth Partners, LLC1,600$109K0.01%013F-HRTimeline
Archer Investment Corp1,479$101K0.02%+92613F-HRTimeline
Key Financial Inc1,457$99.5K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,435$98K0.03%+413F-HRTimeline
Torren Management, LLC1,352$92.3K0.05%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,294$88.4K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,257$85.8K<0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,244$85K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,237$84.5K<0.01%013F-HRTimeline
CX Institutional1,150$79K<0.01%+213F-HRTimeline
Holos Integrated Wealth LLC1,083$75.3K0.04%+713F-HRTimeline
Nemes Rush Group LLC1,100$75.1K0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,065$72.7K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,047$71.5K<0.01%new13F-HR/ATimeline
MCF Advisors LLC1,037$70.8K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,002$68.4K<0.01%13F-HRTimelineGroup
City State Bank950$64.9K0.02%013F-HRTimeline
Wiser Advisor Group LLC923$63K0.08%+313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC895$61.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.885$60.4K<0.01%+23313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC854$58.3K0.03%+13913F-HRTimeline
WealthShield Partners, LLC822$56.1K0.01%+9813F-HRTimeline
Walsh & Associates, LLC807$55.1K0.05%013F-HRTimeline
POM Investment Strategies, LLC765$52.2K0.06%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC755$51.6K0.01%+10513F-HRTimeline
Crewe Advisors LLC754$51.5K<0.01%-2,26713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC725$49.5K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC717$49K0.03%-96613F-HRTimeline
Hilltop National Bank697$47.6K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…674$46K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.657$44.9K0.04%013F-HRTimeline
Ankerstar Wealth, LLC628$42.9K0.05%013F-HRTimeline
Innovative Asset Advisors Group, LLC617$42.1K0.02%13F-HRTimeline
Collier Financial606$41.4K0.03%+213F-HRTimeline
REAP Financial Group, LLC602$41.1K0.01%+213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.600$41K<0.01%013F-HRTimelineGroup
Quaker Wealth Management, LLC573$39.1K0.01%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC567$39K0.03%013F-HRTimeline
Raleigh Capital Management Inc.528$36K0.01%-14113F-HRTimeline
Anchor Investment Management, LLC500$34.1K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.499$34.1K0.03%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.476$32.5K0.02%-17813F-HRTimeline
KM Capital Management Ltd.419$31K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC425$29.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC424$29K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…418$28.5K<0.01%013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC412$28.1K0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.402$27.4K0.02%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…375$25.6K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc375$25.6K0.01%013F-HRTimeline
EPG Wealth Management LLC336$22.9K0.01%+2913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.300$20.5K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.300$20.5K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.300$20.5K0.02%013F-HRTimeline
SBI Securities Co., Ltd.281$19.2K<0.01%+213F-HRTimeline
Bare Financial Services, Inc279$19.1K0.01%013F-HRTimeline
BFSG, LLC260$17.8K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc244$16.7K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP240$16.4K<0.01%+15613F-HRTimelineGroup
VSM Wealth Advisory, LLC240$16.4K<0.01%013F-HRTimeline
Versant Capital Management, Inc233$15.9K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC231$15.8K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC199$13.6K<0.01%013F-HRTimeline
Caitlin John, LLC192$13.1K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.189$12.9K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…182$12.4K0.01%013F-HRTimeline
WHITTIER TRUST CO175$12.2K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC176$12K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …150$10.3K<0.01%013F-HRTimelineGroup
Key Capital Management, INC144$9.81K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA134$9.15K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC121$8.26K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors120$8.19K<0.01%013F-HRTimelineGroup
LRI Investments, LLC107$7.31K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/106$7.3K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc100$6.83K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC94$6.45K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV99$6K<0.01%+113F-HR/ATimeline
FLAGSHIP WEALTH ADVISORS, LLC66$4.14K<0.01%-7613F-HRTimeline
AlphaCore Capital LLC47$3.21K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.42$2.87K<0.01%013F-HRTimeline
Advocate Investing Services LLC42$2.87K<0.01%013F-HRTimeline
Blue Trust, Inc.42$2.87K<0.01%013F-HRTimeline
Evergreen Advisors, LLC42$2.84K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA37$2.53K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC36$2.46K<0.01%-2313F-HRTimeline
CENTRAL TRUST Co32$2.19K<0.01%-14213F-HRTimeline
FINANCIAL CONSULATE, INC25$1.71K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.25$1.71K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC18$1.23K<0.01%013F-HRTimeline
Davis Capital Management13$888<0.01%new13F-HRTimeline
Bogart Wealth, LLC11$751<0.01%013F-HRTimeline
SIGNATUREFD, LLC3$205<0.01%013F-HRTimeline