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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

645 managers (653 13F filers) reported a position in RDVY shares at 2025-06-30, 175,643,409 shares in all. 45 filers opened a position and 40 filers sold out during the quarter.

Managers
645
13F filers
653
New
45
Added
319
Reduced
211
Sold out
40
Shares held by filers
175,643,409

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC25,895,165$1.62B0.54%+2,208,59113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,851,576$1.06B0.07%+129,10613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,201,473$703M0.24%+198,93813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,858,738$619M0.14%+335,20713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,074,097$443M0.11%+957,58713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,537,057$410M0.03%+258,17213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,755,413$361M0.48%-319,03713F-HRTimeline
UBS Group AGin group UBS Group AG5,115,328$321M0.07%+258,33313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,575,651$287M+899,002Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,969,781$249M0.05%+448,72713F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,474,052$218M+279,208Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,240,145$203M0.36%+205,51413F-HR/ATimelineGroup
Cetera Investment Advisers2,795,239$175M0.3%+97,92013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,438,734$153M0.11%+89,33213F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,381,386$149M0.45%-43,66813F-HRTimeline
Private Advisor Group, LLC2,337,390$147M0.79%+435,03213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,286,136$143M0.14%+132,97713F-HRTimelineGroup
HighTower Advisors, LLC1,416,412$88.9M0.11%-102,34013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,403,926$88.1M0.13%+430,93513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,358,900$85.3M0.25%+89,43313F-HRTimeline
Janney Montgomery Scott LLC1,344,406$84.3M0.22%+69,84913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,248,516$78.3M0.05%-28,44913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,101,967$69.1M0.1%+612,25313F-HRTimelineGroup
Prospera Financial Services Inc1,060,141$66.5M1.24%+104,47613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,018,270$63.9M0.53%+53,56613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,017,109$63.8M0.23%+195,06613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO981,307$61.6M<0.01%-427,72013F-HRTimelineGroup
Csenge Advisory Group1,009,938$60.8M3.2%-91,42313F-HRTimeline
Integrated Wealth Concepts LLC940,700$59M0.59%+8,68213F-HRTimeline
NewEdge Advisors, LLC931,960$58.5M0.3%+33,84013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.906,359$56.9M0.1%+38,79313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP905,565$56.5M0.04%+217,48113F-HRTimelineGroup
D.A. DAVIDSON & CO.853,924$53.6M0.38%+27,66513F-HRTimeline
Arax Advisory Partners666,963$41.8M1.92%+45,11913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding660,659$41.4M+2,009Timeline
AFFINITY WEALTH MANAGEMENT LLC658,282$41.3M6.6%-3,87113F-HRTimeline
HARBOUR INVESTMENTS, INC.589,845$37M0.94%+16,16913F-HRTimeline
RVW Wealth, LLC578,049$36.3M3.08%+2,58613F-HRTimeline
Horizon Advisory Services, Inc.567,208$35.6M19.12%+3,30513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.545,836$34.2M0.19%-32,45413F-HRTimeline
Koshinski Asset Management, Inc.545,512$34.2M2.58%+12,23313F-HRTimeline
Aptus Capital Advisors, LLC542,059$34M0.34%+23,12613F-HRTimeline
Steward Partners Investment Advisory, L…541,777$34M0.27%+14,86613F-HRTimeline
Ascension Capital Advisors, Inc.536,395$33.7M14.06%+2,49713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC534,527$33.5M2.36%+21,65013F-HRTimeline
Financial Partners Group, Inc525,641$33M4.56%+8,39713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC506,488$31.8M0.88%+47,07113F-HRTimeline
Hobart Private Capital, LLC452,699$28.4M6.44%-11,39813F-HRTimeline
Atria Wealth Solutions, Inc.432,090$27.2M0.61%-139,98013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC417,481$26.2M9.05%+98,49613F-HRTimeline
Perennial Investment Advisors, LLC388,880$24.4M2.37%+50,49313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…377,614$23.7M0.05%+168,66813F-HR/ATimelineGroup
VestGen Advisors, LLC372,731$23.4M0.93%+1,00313F-HRTimeline
BLAIR WILLIAM & CO/IL367,543$23.1M0.06%+16,98913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC367,052$23M0.29%+40,72613F-HRTimelineGroup
First Heartland Consultants, Inc.364,470$22.9M2.03%+76,81713F-HRTimeline
Crumly & Associates Inc.349,978$22M5.34%+8,22713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC348,174$21.8M0.02%+14,74313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\346,323$21.7M0.03%+15,53113F-HRTimelineGroup
Intellus Advisors LLC325,463$20.4M3.04%+10,86413F-HRTimeline
PARK NATIONAL CORP /OH/321,045$20.1M0.66%+38,60813F-HRTimeline
Western Wealth Management, LLC319,876$20.1M1.19%-4,51013F-HRTimeline
Valmark Advisers, Inc.318,347$20M0.28%+17,66613F-HRTimeline
ABLE Financial Group, LLC302,041$19M4.57%-2,34613F-HRTimeline
Next Level Private LLC296,408$18.6M6.05%+6,15013F-HRTimeline
Spectrum Wealth Advisory Group, LLC296,274$18.6M8.65%+2,92813F-HRTimeline
Key Client Fiduciary Advisors, LLC291,655$18.3M7.5%-1,63613F-HRTimeline
Sanctuary Advisors, LLC291,268$18.3M0.11%+19,95713F-HRTimeline
Good Life Advisors, LLC290,787$18.2M1.14%+15,63413F-HRTimeline
Pine Valley Investments Ltd Liability Co289,048$18.1M1.07%+1,46813F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.286,447$18M12.56%+59,56813F-HRTimeline
Foundations Investment Advisors, LLC277,590$17.4M0.28%+35,74913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…274,842$17.2M0.33%+58,39113F-HRTimelineGroup
Ergawealth Advisors, Inc.271,590$17M7.67%+14,27913F-HRTimeline
Geneos Wealth Management Inc.266,237$16.7M0.41%-99,50513F-HRTimeline
BEACON FINANCIAL GROUP261,635$16.4M1.71%-13,15813F-HRTimeline
GPS Wealth Strategies Group, LLC255,823$16.1M1.85%+43,41913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…242,829$15.5M0.03%-12,14713F-HRTimeline
IHT Wealth Management, LLC236,612$14.8M0.41%+3,65013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC233,307$14.6M2.38%+5,98113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED228,237$14.3M1.19%+8,04313F-HRTimeline
Gladstone Institutional Advisory LLC227,353$14.3M0.59%+21,95813F-HRTimeline
Golden State Wealth Management, LLC224,504$14.1M1.71%+51,57213F-HRTimeline
tru Independence LLC221,996$13.9M4.03%+9,36113F-HRTimeline
ORG Partners LLC216,998$13.7M2.93%-17,45313F-HRTimeline
Arkadios Wealth Advisors214,552$13.5M0.4%+6,64113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.212,224$13.3M1.75%+7,37013F-HRTimeline
Traction Financial Partners, LLC206,604$13M8.79%+10,46813F-HRTimeline
IFG Advisory, LLC205,819$12.9M0.65%+10,08513F-HRTimeline
Scarborough Advisors, LLC199,703$12.5M2.49%-25,83213F-HRTimeline
PFG Advisors199,667$12.5M0.58%-4,97113F-HRTimeline
Sanchez Wealth Management Group199,426$12.5M3.02%+4,28013F-HRTimeline
PINNACLE ASSOCIATES LTD198,677$12.5M0.18%+3,96213F-HRTimeline
CW Advisors, LLC196,566$12.3M0.12%new13F-HRTimeline
CLG LLC190,128$11.9M3.72%-40,60813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC189,775$11.9M0.45%+94,24013F-HRTimeline
ODonnell Financial Services, LLC186,910$11.7M4.5%+5,33013F-HRTimeline
Global Retirement Partners, LLC185,356$11.6M0.29%13F-HRTimeline
First Horizon Advisors, Inc.180,924$11.4M0.29%+9,14113F-HRTimeline
Atria Investments, Inc180,582$11.3M0.13%+101,10713F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC193,146$11.3M17.48%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC179,753$11.3M0.84%+6,90613F-HRTimeline
Sigma Planning Corp177,834$11.2M0.34%+27,75513F-HRTimeline
Wagner Wealth Management, LLC176,967$11.1M2.53%+3,13113F-HRTimeline
Plotkin Financial Advisors, LLC174,141$10.9M6.03%-71713F-HRTimeline
SMITH, MOORE & CO.173,000$10.9M0.91%+77,33913F-HRTimeline
GSG Advisors LLC171,103$10.7M3.11%+4,60413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC165,403$10.4M0.73%-17,12113F-HRTimeline
AJ Advisors, LLC165,184$10.4M4.61%+7,12213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC158,273$9.93M4.83%-26413F-HRTimeline
Cornerstone Wealth Management, LLC156,165$9.8M0.59%+26,31513F-HRTimeline
Mainsail Financial Group, LLC156,483$9.76M4.55%+4,20513F-HRTimeline
Legacy Capital Wealth Partners, LLC158,580$9.53M2.17%-8,52813F-HRTimeline
Private Advisory Group LLC151,783$9.52M0.89%+1,58613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …149,399$9.37M0.12%+9,39913F-HRTimelineGroup
Mach-1 Financial Group, LLC148,470$9.32M2.72%+15,06213F-HRTimeline
Ethos Financial Group, LLC147,989$9.28M0.8%+143,97213F-HRTimeline
United Advisor Group, LLC147,738$9.27M1.6%-1,81313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.146,810$9.21M3.81%+23,18013F-HRTimeline
&PARTNERS146,717$9.2M0.07%+62,77313F-HRTimeline
Per Stirling Capital Management, LLC.145,728$9.14M1.19%+3,67413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC145,471$9.13M0.43%+26,06013F-HRTimeline
Triumph Capital Management144,621$9.07M2.72%+6,81513F-HR/ATimeline
Walkner Condon Financial Advisors LLC144,587$9.07M1.67%+7,90013F-HRTimeline
IFP Advisors, Inc143,530$9.01M0.26%+76,01213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO143,240$8.99M2.26%13F-HRTimeline
Weitzel Financial Services, Inc.140,311$8.98M3.8%+5,16913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC142,115$8.92M0.02%+77,28313F-HRTimelineGroup
Solano Wealth Investment Advisors LLC138,778$8.71M4.47%-45,55613F-HRTimeline
COMERICA BANK135,282$8.49M0.03%+10,73613F-HRTimeline
Guided Capital Wealth Management, LLC134,022$8.41M6.48%-2,00813F-HRTimeline
CITY HOLDING CO130,844$8.21M1.07%+15,62313F-HRTimeline
Avidian Wealth Enterprises, LLC127,471$8M0.33%+122,47113F-HRTimeline
Fairway Financial, LLC127,462$8M6.77%+2,24313F-HRTimeline
Sovereign Financial Group, Inc.126,505$7.94M1.64%+3,27613F-HRTimeline
DAVENPORT & Co LLC122,493$7.69M0.04%+5,26613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC122,456$7.68M0.14%-18,11713F-HRTimelineGroup
Petix & Botte Co122,446$7.68M1.88%+14,35513F-HRTimeline
SMART Wealth LLC122,004$7.65M2.4%+16,72913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …119,823$7.52M0.17%+7,56013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp119,810$7.52M0.17%new13F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…119,055$7.47M0.29%+78,26413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…117,819$7.39M0.6%+1,15313F-HRTimeline
Kingsview Wealth Management, LLC117,721$7.39M0.13%+25,74013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC116,496$7.31M4.88%-13,01813F-HRTimeline
World Investment Advisors115,789$7.26M0.17%+20,29813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding115,632$7.25M-287,296Timeline
Invst, LLC115,181$7.23M0.9%+12,82713F-HRTimeline
Focus Financial Network, Inc.114,863$7.21M0.28%+8,39113F-HRTimeline
HBW ADVISORY SERVICES LLC113,678$7.13M0.88%+80913F-HRTimeline
Kovack Advisors, Inc.112,340$7.05M0.69%-6,27713F-HRTimeline
Peak Planning Group, LLC108,791$6.83M4.37%-12,36313F-HRTimeline
Huntleigh Advisors, Inc.108,475$6.81M1.31%+16,22113F-HRTimeline
Redhawk Wealth Advisors, Inc.108,462$6.8M0.85%-37,99113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…107,003$6.71M0.25%+7,65613F-HRTimelineGroup
HICKORY ASSET MANAGEMENT, INC.106,899$6.71M5.55%+3,70913F-HRTimeline
Frederick Financial Consultants, LLC106,336$6.67M4.14%+1,57913F-HRTimeline
Elios Financial Group Inc.105,859$6.64M3.01%-1,09513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.105,582$6.62M0.32%-7,35013F-HRTimelineGroup
Coppell Advisory Solutions LLC106,077$6.62M0.79%+64,78513F-HR/ATimeline
Gateway Wealth Partners, LLC103,766$6.51M1.24%+43,51013F-HRTimeline
StoneCrest Wealth Management, Inc.103,523$6.5M3.09%-9,25213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…103,427$6.49M0.54%+3,10413F-HRTimeline
Orion Porfolio Solutions, LLC103,233$6.48M0.06%+14,55313F-HR/ATimeline
Total Clarity Wealth Management, Inc.102,900$6.46M1.85%+5,78713F-HRTimeline
NESTEGG ADVISORS, INC.101,806$6.39M6.15%+4,20513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC101,759$6.38M3.01%+2,97213F-HRTimeline
COZAD ASSET MANAGEMENT INC98,944$6.21M0.54%+9,34413F-HR/ATimeline
HFG Advisors, Inc.98,772$6.2M4.91%+1,19913F-HRTimeline
Consolidated Portfolio Review Corp98,444$6.18M0.85%-11113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…98,169$6.16M0.08%+3,41513F-HRTimelineGroup
LeClair Wealth Partners LLC96,717$6.07M4.12%-11,36213F-HRTimeline
EWG Elevate Inc.96,264$6.04M1.86%+3,67013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC92,722$5.82M3.91%-2,14813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management90,823$5.7M0.07%+44,33513F-HRTimelineGroup
OneDigital Investment Advisors LLC88,054$5.52M0.06%+6,04013F-HRTimeline
U.S. Capital Wealth Advisors, LLC87,977$5.52M0.16%-41,97513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management87,624$5.5M0.2%-1,91713F-HRTimelineGroup
Rockport Wealth LLC87,291$5.48M1.27%-38,05813F-HRTimeline
J.W. COLE ADVISORS, INC.87,090$5.46M0.12%+1,59713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…86,421$5.42M0.28%-10,42213F-HRTimelineGroup
BlueChip Wealth Advisors LLC86,065$5.4M2.4%-87113F-HRTimeline
Chris Bulman Inc85,278$5.35M3.05%+44,07513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC84,706$5.31M<0.01%+66,61213F-HRTimelineGroup
Five Pine Wealth Management83,835$5.26M3.89%+77913F-HRTimeline
ARVEST INVESTMENTS, INC.82,306$5.16M0.78%+13,79813F-HRTimeline
Integrity Financial Corp /WA80,631$5.06M2.58%-39,83713F-HRTimeline
Advance Capital Management, Inc.80,156$5.03M0.23%-3,90013F-HRTimeline
Ausdal Financial Partners, Inc.79,960$5.02M0.33%+8,01613F-HRTimeline
Genesee Capital Advisors, LLC79,215$4.97M2.23%+2,28913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC78,417$4.92M0.13%+10,40513F-HRTimelineGroup
Visionary Wealth Advisors78,142$4.9M0.25%+18,53413F-HRTimeline
Lineweaver Wealth Advisors, LLC78,119$4.9M0.77%+51213F-HRTimeline
Jaffetilchin Investment Partners, LLC76,570$4.8M0.31%+27,46213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC76,458$4.8M0.48%+1,94013F-HRTimeline
Insight Inv LLC75,954$4.77M3.2%+1,10013F-HRTimeline
TruWealth Advisors, LLC75,564$4.74M0.26%+1,26313F-HRTimeline
Claro Advisors Inc.75,377$4.73M0.78%+1,41413F-HRTimeline
WEDBUSH SECURITIES INC72,480$4.55M0.16%-19,16713F-HRTimeline
Certified Advisory Corp72,358$4.54M0.47%-20713F-HRTimeline