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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

643 managers (649 13F filers) reported a position in RDVY shares at 2025-03-31, 167,192,190 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
643
13F filers
649
New
45
Added
342
Reduced
181
Sold out
44
Shares held by filers
167,192,190

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC23,686,574$1.39B0.54%+2,379,43013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,722,470$979M0.07%+480,33813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,002,535$644M0.24%+971,38813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,523,531$558M0.13%+515,03013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,278,885$368M0.03%+706,25013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,116,510$357M0.1%-19,17213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,074,450$356M0.5%+434,44713F-HRTimeline
UBS Group AGin group UBS Group AG4,856,995$284M0.06%+276,69813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,676,649$215M+352,256Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,521,054$206M0.05%+118,03213F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,194,844$187M-40,839Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,034,631$178M0.4%+408,09913F-HRTimelineGroup
Cetera Investment Advisers2,697,319$158M0.31%+237,02113F-HRTimeline
Cambridge Investment Research Advisors,…2,425,054$142M0.48%+167,90313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,349,402$138M0.11%+263,60413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,153,159$126M0.13%+394,00013F-HRTimelineGroup
Private Advisor Group, LLC1,902,358$111M0.67%+67,29613F-HRTimeline
HighTower Advisors, LLC1,518,752$88.9M0.12%+198,67713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,409,027$82.5M0.01%-25,38313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,276,965$74.8M0.04%+91,80013F-HRTimelineGroup
Janney Montgomery Scott LLC1,274,557$74.6M0.21%+607,35413F-HRTimeline
MML INVESTORS SERVICES, LLC1,269,467$74.3M0.25%+252,25413F-HRTimeline
Csenge Advisory Group1,101,361$60.2M3.41%-14,60213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP972,991$57M0.09%+130,44713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.964,704$56.5M0.54%+37,86613F-HRTimelineGroup
Prospera Financial Services Inc955,665$56M1.29%+95,59013F-HRTimeline
Integrated Wealth Concepts LLC932,018$54.6M0.64%+17,29713F-HRTimeline
NewEdge Advisors, LLC898,120$52.6M0.31%+99,16013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.867,566$50.8M0.1%-57,41713F-HRTimelineGroup
D.A. DAVIDSON & CO.826,259$48.4M0.39%+96,86013F-HRTimeline
CWM, LLCin group CWM, LLC822,043$48.1M0.19%-24,39313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP688,084$39.9M0.04%+261,78113F-HR/ATimelineGroup
AFFINITY WEALTH MANAGEMENT LLC662,153$38.8M7.19%+137,61313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding658,650$38.6M+57,169Timeline
Arax Advisory Partners621,844$36.4M2.33%-87,10913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.578,290$33.9M0.21%+16,50813F-HRTimeline
RVW Wealth, LLC575,463$33.7M3.17%-63,86413F-HRTimeline
HARBOUR INVESTMENTS, INC.573,676$33.6M0.96%+15,00613F-HRTimeline
Atria Wealth Solutions, Inc.572,070$33.5M0.4%-151,71313F-HRTimeline
Horizon Advisory Services, Inc.563,903$33M18.68%-2,72213F-HRTimeline
Ascension Capital Advisors, Inc.533,898$31.3M14.28%+5,23013F-HRTimeline
Koshinski Asset Management, Inc.533,279$31.2M2.65%+14,40513F-HRTimeline
Steward Partners Investment Advisory, L…526,911$30.8M0.27%+26,66513F-HRTimeline
Aptus Capital Advisors, LLC518,933$30.4M0.34%+15,32913F-HRTimeline
Financial Partners Group, Inc517,244$30.3M4.67%+29,33313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC512,877$30M2.4%+15,38213F-HRTimeline
Mariner, LLCin group Mariner, LLC489,714$28.7M0.05%+38,76213F-HRTimelineGroup
Hobart Private Capital, LLC464,097$27.2M6.79%+24,51313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC459,417$26.9M0.92%+26,65613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding402,928$23.6M+36,088Timeline
VestGen Advisors, LLC371,728$21.8M0.99%13F-HRTimeline
Geneos Wealth Management Inc.365,742$21.4M0.31%+238,12213F-HRTimeline
BLAIR WILLIAM & CO/IL350,554$20.5M0.06%+1,28213F-HRTimeline
Crumly & Associates Inc.341,751$20M5.52%+7,81113F-HRTimeline
Perennial Investment Advisors, LLC338,387$19.8M2.23%-11,23413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC333,431$19.5M0.01%+34,04513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\330,792$19.4M0.03%+2,31513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC326,326$19.1M0.27%-6,26513F-HRTimelineGroup
Western Wealth Management, LLC324,386$19M1.26%+3,16513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC318,985$18.7M7.12%+44,99013F-HRTimeline
Intellus Advisors LLC314,599$18.4M3.22%+3,81113F-HRTimeline
ABLE Financial Group, LLC304,387$17.8M5%+25,81213F-HRTimeline
Valmark Advisers, Inc.300,681$17.6M0.27%+14,59013F-HRTimeline
Spectrum Wealth Advisory Group, LLC293,346$17.2M8.24%+43,74413F-HRTimeline
Key Client Fiduciary Advisors, LLC293,291$17.2M7.91%-1,05913F-HRTimeline
Next Level Private LLC290,258$17M6.33%+27,92513F-HRTimeline
First Heartland Consultants, Inc.287,653$16.8M1.74%-97,23713F-HRTimeline
Pine Valley Investments Ltd Liability Co287,580$16.8M1.08%+50,23913F-HRTimeline
PARK NATIONAL CORP /OH/282,437$16.5M0.61%-2,70013F-HRTimeline
Good Life Advisors, LLC275,153$16.1M1.13%+63,02613F-HRTimeline
BEACON FINANCIAL GROUP274,793$16.1M1.76%-22,91513F-HRTimeline
Sanctuary Advisors, LLC271,311$15.9M0.11%+54,50613F-HRTimeline
Ergawealth Advisors, Inc.257,311$15.1M7.46%+2,30013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…254,976$14.9M0.03%-7,43113F-HRTimeline
Foundations Investment Advisors, LLC241,841$14.2M0.26%-56,16313F-HRTimeline
ORG Partners LLC234,451$13.8M3.39%+32,33113F-HRTimeline
IHT Wealth Management, LLC232,962$13.6M0.43%-2,82413F-HRTimeline
CLG LLC230,736$13.5M4.69%-18,72013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC227,326$13.3M2.6%+34,01013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.226,879$13.3M9.73%+45,78913F-HRTimeline
Scarborough Advisors, LLC225,535$13.2M1.88%+2,68013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED220,194$12.8M1.2%+2,29513F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…216,451$12.7M0.31%+17,19313F-HRTimelineGroup
tru Independence LLC212,635$12.4M3.86%+65,73213F-HRTimeline
GPS Wealth Strategies Group, LLC212,404$12.4M1.68%+104,46513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…208,946$12.2M0.03%+9,94213F-HRTimelineGroup
Arkadios Wealth Advisors207,911$12.2M0.46%+85,51613F-HRTimeline
Gladstone Institutional Advisory LLC205,395$12M0.56%-18,61813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.204,854$12M1.63%+4,87313F-HRTimeline
PFG Advisors204,638$12M0.67%+3,80713F-HRTimeline
Global Assets Advisory, LLC211,714$11.7M2.21%+138,60813F-HRTimeline
Traction Financial Partners, LLC196,136$11.5M8.97%-16,86213F-HRTimeline
US FINANCIAL ADVISORS, LLC195,898$11.5M3.39%-4,28813F-HRTimeline
IFG Advisory, LLC195,734$11.5M0.63%+1,65113F-HRTimeline
Sanchez Wealth Management Group195,146$11.4M3.1%+4,21713F-HRTimeline
N.E.W. Advisory Services LLC195,077$11.4M0.87%+98,85213F-HRTimeline
PINNACLE ASSOCIATES LTD194,715$11.4M0.17%+7,70913F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC193,146$11.3M17.48%-9,40913F-HRTimeline
Solano Wealth Investment Advisors LLC184,334$10.8M6.68%-7,21413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC182,524$10.7M0.67%+26,50813F-HRTimeline
ODonnell Financial Services, LLC181,580$10.6M4.39%+28,43213F-HRTimeline
Naviter Wealth, LLC177,732$10.4M1.26%+10,18313F-HRTimeline
Plotkin Financial Advisors, LLC174,858$10.2M6.29%+5,55613F-HRTimeline
Wagner Wealth Management, LLC173,836$10.2M2.54%+7,18013F-HRTimeline
Golden State Wealth Management, LLC172,932$10.1M1.5%+22,99813F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC172,847$10.1M0.84%+19,15213F-HRTimeline
First Horizon Advisors, Inc.171,783$10.1M0.28%+8,64313F-HRTimeline
Legacy Capital Wealth Partners, LLC167,108$9.39M2.31%-24,96613F-HRTimeline
GSG Advisors LLC166,499$9.32M3.06%+8,20713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC158,537$9.28M5.06%+29,80613F-HRTimeline
AJ Advisors, LLC158,062$9.25M4.74%+3,55713F-HRTimeline
Mainsail Financial Group, LLC152,278$8.91M5.05%+8,20013F-HRTimeline
Private Advisory Group LLC150,197$8.79M1%-12,51613F-HRTimeline
Sigma Planning Corp150,079$8.79M0.28%+14,80013F-HRTimeline
United Advisor Group, LLC149,551$8.75M1.8%+10,24313F-HRTimeline
Redhawk Wealth Advisors, Inc.146,453$8.57M1.15%+2,46613F-HRTimeline
San Luis Wealth Advisors LLC143,956$8.43M1.91%+82,88913F-HR/ATimeline
Per Stirling Capital Management, LLC.142,054$8.32M1.2%-1,68313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC140,573$8.31M0.19%+40113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …140,000$8.2M0.12%+16,70513F-HRTimelineGroup
Triumph Capital Management137,806$8.07M2.69%+20,89113F-HRTimeline
Walkner Condon Financial Advisors LLC136,687$8M1.62%+80,66013F-HRTimeline
Guided Capital Wealth Management, LLC136,030$7.96M6.65%+3,10413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC135,196$7.91M4.92%+21,17513F-HRTimeline
Mach-1 Financial Group, LLC133,408$7.81M2.34%+120,57713F-HRTimeline
U.S. Capital Wealth Advisors, LLC129,952$7.61M0.23%+65613F-HRTimeline
Cornerstone Wealth Management, LLC129,850$7.6M0.51%+9,68913F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC129,514$7.58M5.9%+9,72013F-HRTimeline
Weitzel Financial Services, Inc.135,142$7.55M3.6%-12,88213F-HRTimeline
Rockport Wealth LLC125,349$7.34M2.59%+7,20913F-HRTimeline
Fairway Financial, LLC125,219$7.33M6.65%+2,01713F-HRTimeline
COMERICA BANK124,546$7.29M0.03%+11,14813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.123,630$7.24M3.3%-51613F-HRTimeline
Sovereign Financial Group, Inc.123,229$7.21M1.66%+5,60813F-HRTimeline
Peak Planning Group, LLC121,154$7.09M2.98%+20,05013F-HRTimeline
Integrity Financial Corp /WA120,468$7.05M4%+1,22213F-HRTimeline
POM Investment Strategies, LLC119,642$7M8.19%-16,57513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC119,411$6.99M0.37%+29,32113F-HRTimeline
TBH Global Asset Management, LLC118,863$6.96M1.33%+77,14613F-HRTimeline
Kovack Advisors, Inc.118,617$6.94M0.74%+5,09713F-HRTimeline
DAVENPORT & Co LLC117,227$6.86M0.04%+18,60813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…116,666$6.83M0.6%-69413F-HRTimeline
CITY HOLDING CO115,221$6.74M0.95%+11,58713F-HRTimeline
Qube Research & Technologies Ltd113,398$6.64M0.01%+40,11213F-HRTimeline
Cooper Capital Advisors LLC113,088$6.62M7.09%+25,31013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.112,932$6.61M0.36%-82013F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC112,869$6.61M0.94%+9,37413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…112,824$6.6M0.01%+35,12113F-HRTimelineGroup
StoneCrest Wealth Management, Inc.112,775$6.6M4.2%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …112,263$6.57M0.18%+24,85613F-HRTimelineGroup
Petix & Botte Co108,091$6.33M1.67%+24,42113F-HRTimeline
LeClair Wealth Partners LLC108,079$6.33M4.56%-57,36613F-HRTimeline
Elios Financial Group Inc.106,954$6.26M3.09%-2,55613F-HRTimeline
Focus Financial Network, Inc.106,472$6.23M0.25%+12,34013F-HRTimeline
SMART Wealth LLC105,275$6.16M2.21%+4,80013F-HRTimeline
Frederick Financial Consultants, LLC104,757$6.13M4.42%+1,81813F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.103,190$6.04M5.37%+63713F-HRTimeline
Invst, LLC102,354$5.99M0.82%-14,86713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…100,323$5.87M0.55%+7,79213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…99,347$5.82M0.24%+56,83013F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC98,787$5.78M3.07%+3,56813F-HRTimeline
Consolidated Portfolio Review Corp98,555$5.77M0.92%-15813F-HRTimeline
Total Clarity Wealth Management, Inc.97,113$5.74M1.88%-54213F-HRTimeline
NESTEGG ADVISORS, INC.97,601$5.71M6.07%+4,96413F-HRTimeline
HFG Advisors, Inc.97,573$5.71M4.88%-5,87513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding96,843$5.68M-9,323Timeline
SMITH, MOORE & CO.95,661$5.6M0.52%+2,28513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC95,535$5.59M0.24%+77013F-HR/ATimeline
World Investment Advisors95,491$5.59M0.15%-1,02313F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC94,870$5.55M4.08%-3,13413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…94,754$5.55M0.08%+8,95513F-HRTimelineGroup
EWG Elevate Inc.92,594$5.42M2.05%-21,60913F-HRTimeline
Huntleigh Advisors, Inc.92,254$5.4M1.26%+3,95613F-HR/ATimeline
Kingsview Wealth Management, LLC91,981$5.38M0.1%+19,47613F-HRTimeline
WEDBUSH SECURITIES INC91,647$5.37M0.2%+1,17513F-HRTimeline
Wolf Group Capital Advisors91,026$5.33M1.79%+11,36713F-HRTimeline
ORBA Wealth Advisors, L.L.C.89,922$5.26M2.65%+10,24113F-HRTimeline
COZAD ASSET MANAGEMENT INC89,600$5.25M0.52%+3,37113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management89,541$5.24M0.17%+2,01113F-HRTimelineGroup
RFG Advisory, LLC89,521$5.24M0.14%+11,07113F-HRTimeline
Sandy Spring Bank89,194$5.22M0.22%+42,94613F-HRTimeline
Orion Porfolio Solutions, LLC88,680$5.19M0.05%+24,54813F-HRTimeline
Orion Portfolio Solutions, LLC88,680$5.19M0.05%+24,54813F-HR/ATimeline
BlueChip Wealth Advisors LLC86,936$5.09M2.5%+6,46513F-HRTimeline
J.W. COLE ADVISORS, INC.85,493$5M0.16%+14,77213F-HRTimeline
Advance Capital Management, Inc.84,056$4.92M0.24%-1,42313F-HRTimeline
&PARTNERS83,944$4.92M0.05%-3,35413F-HRTimeline
Five Pine Wealth Management83,056$4.86M3.96%-23513F-HRTimeline
OneDigital Investment Advisors LLC82,014$4.8M0.06%-33,49813F-HRTimeline
Atria Investments, Inc79,475$4.65M0.06%+16,34113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…75,246$4.61M0.01%+8,78413F-HR/ATimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC78,411$4.59M0.13%-2,01413F-HRTimeline
Lineweaver Wealth Advisors, LLC77,607$4.54M0.77%+2,52613F-HRTimeline
Genesee Capital Advisors, LLC76,926$4.5M2.25%-2,31613F-HRTimeline
Insight Inv LLC74,854$4.38M3.02%+15,12013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC74,518$4.36M0.51%+7,44113F-HRTimeline
TruWealth Advisors, LLC74,301$4.35M0.26%+3,15613F-HRTimeline
Claro Advisors Inc.73,963$4.33M0.58%+5,77313F-HRTimeline
Certified Advisory Corp72,565$4.25M0.48%+13,15713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…72,169$4.22M0.71%+10,86813F-HRTimeline