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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

645 managers (654 13F filers) reported a position in RDVY shares at 2024-12-31, 155,539,015 shares in all. 47 filers opened a position and 33 filers sold out during the quarter.

Managers
645
13F filers
654
New
47
Added
295
Reduced
168
Sold out
33
Shares held by filers
155,539,015

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC21,307,144$1.26B0.51%+980,71413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,242,132$961M0.07%+780,17013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,031,147$593M0.22%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,008,501$533M0.13%+327,72913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,135,682$363M0.09%+1,417,02413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,640,003$334M0.49%+409,13513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,572,635$330M0.03%+153,16813F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,580,297$271M0.06%+350,44713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,403,022$201M0.04%+344,21613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,324,393$197M-159,049Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,235,683$191M+17,446Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,626,532$155M0.35%-324,28013F-HR/ATimelineGroup
Cetera Investment Advisers2,460,298$146M0.3%-58,63413F-HRTimeline
Cambridge Investment Research Advisors,…2,257,151$133M0.45%+168,84513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,085,798$123M0.1%+91,52013F-HRTimelineGroup
Private Advisor Group, LLC1,835,062$109M0.61%+195,21313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,759,159$104M0.11%+83,39013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,434,410$84.8M0.01%+305,57513F-HRTimelineGroup
HighTower Advisors, LLC1,320,075$78.1M0.11%+52,79313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,185,165$70.1M0.05%+70,42213F-HRTimelineGroup
Csenge Advisory Group1,115,963$66M3.58%+32,54013F-HRTimeline
MML INVESTORS SERVICES, LLC1,017,213$60.2M0.21%+27,76113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.926,838$54.8M0.52%-11,72813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.924,983$54.7M0.1%-4,70413F-HRTimelineGroup
Integrated Wealth Concepts LLC914,721$54.1M0.63%+8,06813F-HRTimeline
Prospera Financial Services Inc860,075$50.9M1.19%-30,30513F-HRTimeline
CWM, LLCin group CWM, LLC846,436$50.1M0.21%+365,78513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP842,544$49.8M0.08%+64,26713F-HRTimelineGroup
NewEdge Advisors, LLC798,960$47.3M0.28%+37,45113F-HRTimeline
D.A. DAVIDSON & CO.729,399$43.1M0.35%+55,21913F-HRTimeline
Atria Wealth Solutions, Inc.723,783$42.8M0.47%+106,56313F-HRTimeline
Arax Advisory Partners708,953$41.9M2.64%+398,46913F-HRTimeline
Janney Montgomery Scott LLC667,203$39.5M0.11%+74,53913F-HRTimeline
RVW Wealth, LLC639,327$37.8M3.53%+6,38213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding601,481$35.6M+21,014Timeline
Horizon Advisory Services, Inc.566,625$33.5M19.18%+103,73013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.561,782$33.2M0.21%-20,52013F-HRTimeline
HARBOUR INVESTMENTS, INC.558,670$33M0.95%+28,96213F-HRTimeline
Ascension Capital Advisors, Inc.528,668$31.3M13.63%+11,00313F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC524,540$31M5.5%-1,38913F-HRTimeline
Koshinski Asset Management, Inc.518,874$30.7M2.76%+13,64713F-HRTimeline
Aptus Capital Advisors, LLC503,604$29.8M0.35%+14,97613F-HRTimeline
Steward Partners Investment Advisory, L…500,246$29.6M0.26%-15,85113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC497,495$29.4M2.35%+14,98413F-HRTimeline
Financial Partners Group, Inc487,911$28.9M4.21%+19,36913F-HRTimeline
Mariner, LLCin group Mariner, LLC450,952$26.7M0.04%+66,72213F-HRTimelineGroup
Hobart Private Capital, LLC439,584$26M6.45%+5,35413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC432,761$25.6M0.85%+26,08213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP426,303$25.2M0.02%+203,76113F-HRTimelineGroup
First Heartland Consultants, Inc.384,890$22.8M2.33%+45,41513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding366,840$21.7M+26,532Timeline
Perennial Investment Advisors, LLC349,621$20.7M2.44%+1,52513F-HRTimeline
BLAIR WILLIAM & CO/IL349,272$20.7M0.06%-49713F-HRTimeline
Crumly & Associates Inc.333,940$19.7M5.38%+21,76513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC332,591$19.7M0.28%-4,19513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\328,477$19.4M0.03%-5,60013F-HRTimelineGroup
Western Wealth Management, LLC321,221$19M1.24%-13,27013F-HR/ATimeline
Intellus Advisors LLC310,788$18.4M3.18%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC299,386$17.7M0.02%-64513F-HRTimelineGroup
Foundations Investment Advisors, LLC298,004$17.6M0.34%+18,74313F-HRTimeline
BEACON FINANCIAL GROUP297,708$17.6M1.89%-1,68213F-HRTimeline
Jaffetilchin Investment Partners, LLC296,603$17.5M1.27%+13,63313F-HRTimeline
Key Client Fiduciary Advisors, LLC294,350$17.4M7.79%-6,63613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC273,995$17.2M6.26%13F-HRTimeline
Valmark Advisers, Inc.286,091$16.9M0.26%+15,24813F-HRTimeline
PARK NATIONAL CORP /OH/285,137$16.9M0.62%+85413F-HRTimeline
ABLE Financial Group, LLC278,575$16.5M4.87%-23,55113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…262,407$15.5M0.03%+113,18113F-HR/ATimeline
Next Level Private LLC262,333$15.5M6.26%+15,25313F-HRTimeline
Independent Advisor Alliance261,177$15.4M0.2%new13F-HRTimeline
Ergawealth Advisors, Inc.255,011$15.1M7.45%-1,32613F-HRTimeline
Spectrum Wealth Advisory Group, LLC249,602$14.8M6.96%+40,31013F-HRTimeline
CLG LLC249,456$14.8M5.27%13F-HRTimeline
Pine Valley Investments Ltd Liability Co237,341$14M0.92%+8,01113F-HRTimeline
IHT Wealth Management, LLC235,786$13.9M0.45%-11,79113F-HRTimeline
Sanctuary Advisors, LLC216,805$13.7M0.09%-10,67413F-HRTimeline
Gladstone Institutional Advisory LLC224,013$13.2M0.61%+17,84813F-HRTimeline
Scarborough Advisors, LLC222,855$13.2M1.86%-47,29913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED217,899$12.9M1.19%+13,17213F-HRTimeline
Aspire Capital Advisors LLC213,876$12.6M3.62%+7,55813F-HRTimeline
Traction Financial Partners, LLC212,998$12.6M9.79%+8,36413F-HRTimeline
Good Life Advisors, LLC212,127$12.5M0.91%-68,59113F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC202,555$12M10.84%13F-HRTimeline
ORG Partners LLC202,120$12M1.62%+145,86613F-HRTimeline
PFG Advisors200,831$11.9M0.73%+13,34413F-HRTimeline
US FINANCIAL ADVISORS, LLC200,186$11.8M3.64%+3,73813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.199,981$11.8M1.61%-1,22913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…199,258$11.8M0.32%+4,73813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…199,004$11.8M0.03%+1,68713F-HRTimelineGroup
IFG Advisory, LLC194,083$11.5M0.65%-3,83913F-HRTimeline
STRATEGIC PLANNING GROUP, LLC193,316$11.4M2.1%new13F-HRTimeline
Solano Wealth Investment Advisors LLC191,548$11.3M6.81%13F-HRTimeline
Sanchez Wealth Management Group190,929$11.3M3.08%+17,22313F-HRTimeline
PINNACLE ASSOCIATES LTD187,006$11.1M0.15%+11,55713F-HRTimeline
Legacy Capital Wealth Partners, LLC192,074$11M2.71%-50,69413F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.181,090$10.7M7.87%13F-HRTimeline
Global Retirement Partners, LLC174,595$10.3M0.3%+55,40613F-HRTimeline
Plotkin Financial Advisors, LLC169,302$10M5.94%-6,63313F-HRTimeline
Naviter Wealth, LLC167,549$9.91M1.2%-64313F-HRTimeline
Wagner Wealth Management, LLC166,656$9.86M2.54%+5,18813F-HRTimeline
LeClair Wealth Partners LLC165,445$9.78M6.52%13F-HRTimeline
First Horizon Advisors, Inc.163,140$9.65M0.27%-20,99613F-HRTimeline
Private Advisory Group LLC162,713$9.62M1.08%+70,21213F-HR/ATimeline
GSG Advisors LLC158,292$9.36M2.95%+14,67013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC156,016$9.23M0.56%+12,51213F-HRTimeline
AJ Advisors, LLC154,505$9.14M4.74%+2,87713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC153,695$9.09M0.75%+22,90313F-HRTimeline
ODonnell Financial Services, LLC153,148$9.04M3.78%+13,50513F-HRTimeline
Golden State Wealth Management, LLC149,934$8.87M1.33%13F-HRTimeline
Weitzel Financial Services, Inc.148,024$8.84M4.17%-39913F-HRTimeline
tru Independence LLC146,903$8.69M2.73%-1,15813F-HRTimeline
Mainsail Financial Group, LLC144,078$8.52M4.94%+4,67613F-HRTimeline
Redhawk Wealth Advisors, Inc.143,987$8.52M1.15%+15,65113F-HRTimeline
Per Stirling Capital Management, LLC.143,737$8.5M1.21%+1,83813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC140,172$8.29M0.19%+51,57513F-HRTimelineGroup
United Advisor Group, LLC139,308$8.24M1.63%+5,22813F-HRTimeline
POM Investment Strategies, LLC136,217$8.06M6.07%+1,02113F-HRTimeline
Sigma Planning Corp135,279$8M0.25%-82513F-HRTimeline
Guided Capital Wealth Management, LLC132,926$7.86M7.2%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC129,296$7.65M0.24%-1,55313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC128,731$7.61M3.93%-1813F-HRTimeline
Geneos Wealth Management Inc.127,620$7.55M0.26%+5,55513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.124,146$7.34M3.31%+2,07813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …123,295$7.29M0.11%+5,41713F-HRTimelineGroup
Fairway Financial, LLC123,202$7.29M6.65%13F-HRTimeline
Arkadios Wealth Advisors122,395$7.24M0.4%+25,48413F-HRTimeline
Cornerstone Wealth Management, LLC120,161$7.11M0.48%+28,96013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC119,794$7.08M5.41%+1,97313F-HRTimeline
Integrity Financial Corp /WA119,246$7.05M4.06%+70913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS118,020$6.98M0.01%new13F-HRTimelineGroup
Rockport Wealth LLC118,140$6.97M3.1%+9,30913F-HRTimeline
Sovereign Financial Group, Inc.117,621$6.96M1.6%+2,85913F-HRTimeline
Invst, LLC117,221$6.93M0.84%-55113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…117,360$6.92M0.58%-6,685,93413F-HRTimeline
Triumph Capital Management116,915$6.91M2.37%+8,26313F-HRTimeline
OneDigital Investment Advisors LLC115,512$6.83M0.08%+19,89113F-HRTimeline
EWG Elevate Inc.114,203$6.75M2.06%+3,31313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC114,021$6.75M3.98%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.113,752$6.73M0.37%-19,59313F-HR/ATimelineGroup
Kovack Advisors, Inc.113,520$6.71M0.66%+4,60113F-HRTimeline
COMERICA BANK113,398$6.71M0.03%+11,66313F-HR/ATimeline
Elios Financial Group Inc.109,510$6.48M3.06%-4,17713F-HRTimeline
GPS Wealth Strategies Group, LLC107,939$6.38M0.82%+52,12213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding106,166$6.28M-10,218Timeline
CITY HOLDING CO103,634$6.13M0.87%+7,41413F-HRTimeline
HBW ADVISORY SERVICES LLC103,495$6.12M0.63%+85613F-HRTimeline
HFG Advisors, Inc.103,448$6.12M5.35%+1,73913F-HRTimeline
Frederick Financial Consultants, LLC102,939$6.09M4.86%13F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.102,553$6.06M5.15%13F-HRTimeline
Peak Planning Group, LLC101,104$5.98M2.49%+6,22913F-HRTimeline
SMART Wealth LLC100,475$5.94M2.11%+5,12013F-HRTimeline
Consolidated Portfolio Review Corp98,713$5.84M0.92%-21,00313F-HRTimeline
DAVENPORT & Co LLC98,619$5.83M0.03%+48,00613F-HRTimeline
NESTEGG ADVISORS, INC.92,637$5.8M5.87%13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC98,004$5.8M4.16%-4,63913F-HRTimeline
Total Clarity Wealth Management, Inc.97,655$5.78M1.88%+41,62013F-HRTimeline
World Investment Advisors96,514$5.71M0.16%-7,45513F-HRTimeline
N.E.W. Advisory Services LLC96,225$5.69M0.54%+1,50613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC95,219$5.63M3.1%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC94,765$5.6M0.24%+2,68813F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…94,800$5.59M0.02%013F-HRTimelineGroup
Focus Financial Network, Inc.94,132$5.57M0.22%+40,98913F-HRTimeline
SMITH, MOORE & CO.93,376$5.52M0.5%+75,72713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…92,531$5.47M0.51%+1,33213F-HRTimeline
WEDBUSH SECURITIES INC90,472$5.35M0.19%-2,01013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC90,090$5.33M0.28%+13,49513F-HRTimeline
Huntleigh Advisors, Inc.88,298$5.22M1.12%13F-HRTimeline
&PARTNERS87,298$5.21M0.06%-33013F-HRTimeline
Cooper Capital Advisors LLC87,778$5.19M5.39%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management87,530$5.18M0.16%+3,38713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …87,407$5.17M0.14%+15,58013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC86,229$5.1M0.48%+6,73113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…85,799$5.07M0.07%+39,59013F-HRTimelineGroup
Advance Capital Management, Inc.85,479$5.06M0.23%-3,22313F-HRTimeline
Petix & Botte Co83,670$4.95M1.3%+70,33213F-HRTimeline
Five Pine Wealth Management83,291$4.93M4.15%13F-HRTimeline
BlueChip Wealth Advisors LLC80,471$4.76M2.64%+1,14013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC80,425$4.76M0.12%+40513F-HRTimeline
ORBA Wealth Advisors, L.L.C.79,681$4.71M2.46%-5,98313F-HRTimeline
Genesee Capital Advisors, LLC79,242$4.69M2.18%-1,20913F-HRTimeline
RFG Advisory, LLC78,450$4.64M0.13%-5,93313F-HRTimeline
Asset Allocation Strategies LLC74,822$4.61M1.11%-27,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,703$4.6M0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC75,306$4.45M3.08%13F-HRTimeline
Lineweaver Wealth Advisors, LLC75,081$4.44M0.82%+18,40513F-HRTimeline
IFP Advisors, Inc74,335$4.4M0.14%-22,83813F-HRTimeline
Qube Research & Technologies Ltd73,286$4.33M0.01%+65,79013F-HRTimeline
Global Assets Advisory, LLC73,106$4.31M2.38%-1,27513F-HRTimeline
Kingsview Wealth Management, LLC72,505$4.29M0.08%-3,49113F-HRTimeline
Financial Advocates Investment Manageme…71,982$4.26M0.24%-51413F-HRTimeline
Hidden Cove Wealth Management, LLC71,332$4.22M3.42%13F-HRTimeline
TruWealth Advisors, LLC71,145$4.21M0.25%+70613F-HRTimeline
J.W. COLE ADVISORS, INC.70,721$4.18M0.17%+92413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…69,970$4.14M0.07%013F-HRTimelineGroup
Perigon Wealth Management, LLC66,729$4.13M0.1%+2413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,462$4.11M0.01%-1,92813F-HRTimelineGroup
Stegent Equity Advisors, Inc.69,307$4.1M4.16%-4,08513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding69,269$4.1MnewTimeline
Harvest Investment Services, LLC68,820$4.07M1%+2,89213F-HRTimeline
Claro Advisors Inc.68,190$4.03M0.55%+5,41913F-HRTimeline