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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

664 managers (672 13F filers) reported a position in RDVY shares at 2025-09-30, 187,785,207 shares in all. 47 filers opened a position and 22 filers sold out during the quarter.

Managers
664
13F filers
672
New
47
Added
360
Reduced
177
Sold out
22
Shares held by filers
187,785,207

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC27,596,346$1.86B0.54%+1,701,18113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,212,352$1.29B0.08%+2,360,77613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,042,125$743M0.24%-159,34813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,199,657$686M0.14%+340,91913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,790,897$524M0.12%+716,80013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,992,315$470M0.04%+455,25813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG5,740,264$386M0.08%+624,93613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,518,630$371M0.48%-236,78313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,131,741$345M+556,090Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,153,645$279M0.05%+183,86413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,627,446$240M0.34%+387,30113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,506,730$236M+32,678Timeline
Cetera Investment Advisers3,500,974$235M0.27%+705,73513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,810,099$189M0.13%+371,36513F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,590,920$174M0.48%+209,53413F-HRTimeline
Private Advisor Group, LLC2,440,958$164M0.81%+103,56813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,397,191$161M0.15%+111,05513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,707,049$115M0.01%+725,74213F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,592,895$107M0.15%+188,96913F-HRTimelineGroup
Janney Montgomery Scott LLC1,445,301$97.2M0.23%+100,89513F-HRTimeline
HighTower Advisors, LLC1,407,827$94.7M0.11%-8,58513F-HRTimeline
MML INVESTORS SERVICES, LLC1,403,214$94.4M0.25%+44,31413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,309,827$88.1M0.05%+61,31113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,260,330$84.8M0.62%+242,06013F-HRTimelineGroup
NewEdge Advisors, LLC1,159,579$78M0.35%+227,61913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,153,826$77.6M0.05%+248,26113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,096,299$73.7M0.12%+189,94013F-HRTimelineGroup
Prospera Financial Services Inc1,090,919$73.4M1.25%+30,77813F-HRTimeline
Mariner, LLCin group Mariner, LLC1,041,625$70.1M0.09%-60,34213F-HRTimelineGroup
CWM, LLCin group CWM, LLC979,064$65.9M0.2%-38,04513F-HRTimelineGroup
Csenge Advisory Group968,633$65.2M3.11%-41,30513F-HRTimeline
D.A. DAVIDSON & CO.870,517$58.6M0.37%+16,59313F-HRTimeline
Integrated Wealth Concepts LLC866,752$58.3M0.52%-73,94813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding694,215$46.7M+33,556Timeline
HARBOUR INVESTMENTS, INC.666,609$44.8M1.02%+76,76413F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC662,779$44.6M6.53%+4,49713F-HRTimeline
Aptus Capital Advisors, LLC611,322$41.1M0.38%+69,26313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC604,002$40.6M2.65%+69,47513F-HRTimeline
RVW Wealth, LLC582,873$39.2M3.06%+4,82413F-HRTimeline
BLAIR WILLIAM & CO/IL578,324$38.9M0.1%+210,78113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC564,503$38M11.72%+147,02213F-HRTimeline
Horizon Advisory Services, Inc.561,329$37.8M19.32%-5,87913F-HRTimeline
Steward Partners Investment Advisory, L…556,666$37.4M0.21%+14,88913F-HRTimeline
Koshinski Asset Management, Inc.550,827$37M2.49%+5,31513F-HRTimeline
Ascension Capital Advisors, Inc.533,262$35.9M13.96%-3,13313F-HRTimeline
Financial Partners Group, Inc523,955$35.2M4.39%-1,68613F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.539,118$35.2M12.64%+252,67113F-HRTimeline
Hobart Private Capital, LLC489,613$32.9M6.89%+36,91413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC487,100$32.8M0.24%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC460,658$31M1.19%+233,30513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC442,260$29.7M0.71%-64,22813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…421,008$28.3M0.06%+43,39413F-HRTimelineGroup
Perennial Investment Advisors, LLC416,847$28M2.32%+27,96713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC402,698$27.1M0.31%+35,64613F-HRTimelineGroup
First Heartland Consultants, Inc.382,462$25.7M2.08%+17,99213F-HRTimeline
VestGen Advisors, LLC372,160$25M0.83%-57113F-HRTimeline
Crumly & Associates Inc.365,294$24.6M5.37%+15,31613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC364,681$24.5M0.02%+16,50713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\355,647$23.9M0.03%+9,32413F-HRTimelineGroup
PARK NATIONAL CORP /OH/349,281$23.5M0.73%+28,23613F-HRTimeline
ODonnell Financial Services, LLC348,445$23.4M8.34%+161,53513F-HRTimeline
Sanctuary Advisors, LLC329,712$22.2M0.13%+38,44413F-HR/ATimeline
Intellus Advisors LLC328,987$22.1M3.03%+3,52413F-HRTimeline
Western Wealth Management, LLC325,070$21.9M1.16%+5,19413F-HRTimeline
Foundations Investment Advisors, LLC319,101$21.5M0.31%+41,51113F-HRTimeline
Valmark Advisers, Inc.314,879$21.2M0.27%-3,46813F-HRTimeline
Next Level Private LLC309,556$21M6.09%+13,14813F-HRTimeline
Pine Valley Investments Ltd Liability Co299,298$20.1M1.05%+10,25013F-HRTimeline
Spectrum Wealth Advisory Group, LLC299,210$20.1M8.31%+2,93613F-HRTimeline
ABLE Financial Group, LLC293,851$19.8M4.28%-8,19013F-HRTimeline
Key Client Fiduciary Advisors, LLC292,230$19.7M6.62%+57513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…285,147$19.2M0.03%+42,31813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…272,158$18.3M0.32%-2,68413F-HRTimelineGroup
Geneos Wealth Management Inc.271,935$18.3M0.46%+5,69813F-HRTimeline
GPS Wealth Strategies Group, LLC261,668$17.6M1.86%+5,84513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED258,506$17.4M1.3%+30,26913F-HRTimeline
IHT Wealth Management, LLC256,849$17.3M0.44%+20,23713F-HRTimeline
BEACON FINANCIAL GROUP243,425$16.4M1.61%-18,21013F-HRTimeline
Sigma Planning Corp236,005$15.9M0.45%+58,17113F-HRTimeline
tru Independence LLC233,631$15.7M4.08%+11,63513F-HRTimeline
&PARTNERS232,971$15.7M0.1%+86,25413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.228,966$15.4M1.88%+16,74213F-HRTimeline
Traction Financial Partners, LLC223,872$15.1M9.29%+17,26813F-HRTimeline
Uniting Wealth Partners, LLC218,970$14.7M3.48%+205,83713F-HRTimeline
Arkadios Wealth Advisors217,448$14.6M0.36%+2,89613F-HRTimeline
Per Stirling Capital Management, LLC.213,917$14.4M1.72%+68,18913F-HRTimeline
IFG Advisory, LLC212,166$14.3M0.65%+6,34713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC208,328$14M0.48%+18,55313F-HRTimeline
PFG Advisors207,596$14M0.57%+7,92913F-HRTimeline
Sanchez Wealth Management Group203,860$13.7M3.04%+4,43413F-HRTimeline
ORG Partners LLC201,619$13.5M2.45%-15,37913F-HRTimeline
PINNACLE ASSOCIATES LTD199,995$13.5M0.18%+1,31813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC198,075$13.3M0.03%+55,96013F-HRTimelineGroup
Scarborough Advisors, LLC194,612$13.1M2.31%-5,09113F-HRTimeline
Atria Investments, Inc193,425$13M0.15%+12,84313F-HRTimeline
Golden State Wealth Management, LLC193,359$13M1.44%-31,14513F-HRTimeline
Plotkin Financial Advisors, LLC184,294$12.4M6.13%+10,15313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC181,672$12.2M0.82%+1,91913F-HRTimeline
Global Retirement Partners, LLC180,676$12.2M0.27%-4,68013F-HRTimeline
SMITH, MOORE & CO.178,406$12M0.92%+5,40613F-HRTimeline
Wagner Wealth Management, LLC177,134$11.9M2.76%+16713F-HRTimeline
Ergawealth Advisors, Inc.173,824$11.7M5.45%-97,76613F-HRTimeline
GSG Advisors LLC172,060$11.6M3.06%+95713F-HRTimeline
AJ Advisors, LLC168,847$11.4M4.65%+3,66313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC165,130$11.1M0.69%-27313F-HRTimeline
Cornerstone Wealth Management, LLC164,078$11M0.61%+7,91313F-HRTimeline
Walkner Condon Financial Advisors LLC161,408$10.9M1.72%+16,82113F-HRTimeline
Mainsail Financial Group, LLC160,616$10.8M4.65%+4,13313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…157,437$10.6M0.36%+50,43413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC156,957$10.6M1.19%+43,27913F-HRTimeline
United Advisor Group, LLC154,170$10.4M1.4%+6,43213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …152,368$10.2M0.12%+2,96913F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC156,653$10M2.18%-1,92713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.147,923$9.95M3.67%+1,11313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC145,862$9.81M4.51%-12,41113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp144,052$9.69M0.18%+24,24213F-HRTimelineGroup
Summit Financial, LLC142,590$9.59M0.15%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC140,922$9.48M0.66%+75,43913F-HRTimeline
Chris Bulman Inc140,889$9.48M4.75%+55,61113F-HRTimeline
Weitzel Financial Services, Inc.142,187$9.41M3.82%+1,87613F-HRTimeline
Petix & Botte Co139,349$9.37M2.16%+16,90313F-HRTimeline
Solano Wealth Investment Advisors LLC136,150$9.16M4.42%-2,62813F-HRTimeline
Triumph Capital Management135,470$9.11M2.46%-9,15113F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management135,368$9.1M0.11%+44,54513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …134,722$9.06M0.19%+14,89913F-HRTimelineGroup
SMART Wealth LLC133,337$8.97M3.38%+11,33313F-HRTimeline
Private Advisory Group LLC133,214$8.96M0.78%-18,56913F-HRTimeline
Peak Planning Group, LLC132,161$8.89M4.63%+23,37013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC131,927$8.87M0.39%-13,54413F-HRTimeline
CITY HOLDING CO131,741$8.86M1.11%+89713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC131,299$8.83M0.15%+8,84313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC130,280$8.76M0.33%+2,80913F-HRTimeline
Orion Porfolio Solutions, LLC130,169$8.76M0.07%+26,93613F-HRTimeline
Sovereign Financial Group, Inc.130,083$8.75M1.64%+3,57813F-HRTimeline
Kingsview Wealth Management, LLC130,007$8.74M0.13%+12,28613F-HRTimeline
Fairway Financial, LLC128,699$8.66M6.82%+1,23713F-HRTimeline
DAVENPORT & Co LLC128,152$8.62M0.05%+5,65913F-HRTimeline
Ethos Financial Group, LLC124,965$8.41M0.66%-23,02413F-HRTimeline
Focus Financial Network, Inc.123,571$8.31M0.3%+8,70813F-HRTimeline
CLG LLC122,647$8.25M2.25%-67,48113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC122,444$8.24M4.51%+5,94813F-HRTimeline
World Investment Advisors120,901$8.13M0.17%+5,11213F-HRTimeline
Coppell Advisory Solutions LLC120,503$8.11M0.86%+14,42613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.119,433$8.03M0.35%+13,85113F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…119,278$8.02M0.29%+22313F-HRTimelineGroup
COMERICA BANK118,062$7.94M0.03%-17,22013F-HRTimeline
Invst, LLC117,053$7.87M0.9%+1,87213F-HRTimeline
U.S. Capital Wealth Advisors, LLC115,471$7.77M0.21%+27,49413F-HRTimeline
Gateway Wealth Partners, LLC114,021$7.67M1.04%+10,25513F-HRTimeline
Kovack Advisors, Inc.112,999$7.6M0.72%+65913F-HRTimeline
Frederick Financial Consultants, LLC111,686$7.51M4.21%+5,35013F-HRTimeline
Huntleigh Advisors, Inc.111,163$7.48M1.28%+2,68813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…117,469$7.44M0.6%-35013F-HRTimeline
COZAD ASSET MANAGEMENT INC108,125$7.27M0.58%+9,18113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…108,021$7.27M0.09%+9,85213F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.107,716$7.24M0.84%-74613F-HRTimeline
Total Clarity Wealth Management, Inc.107,127$7.21M1.91%+4,22713F-HRTimeline
StoneCrest Wealth Management, Inc.106,352$7.15M3.13%+2,82913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC104,632$7.04M2.96%+2,87313F-HRTimeline
NESTEGG ADVISORS, INC.103,849$6.98M6.2%+2,04313F-HRTimeline
LeClair Wealth Partners LLC103,630$6.97M4.34%+6,91313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…102,606$6.9M0.52%-82113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…101,840$6.85M1.21%new13F-HRTimeline
Ausdal Financial Partners, Inc.100,725$6.77M0.33%+20,76513F-HRTimeline
HFG Advisors, Inc.100,649$6.77M4.99%+1,87713F-HRTimeline
Rockport Wealth LLC99,979$6.72M1.37%+12,68813F-HRTimeline
APS Management Group, Inc.98,149$6.6M5.85%13F-HRTimeline
Guided Capital Wealth Management, LLC95,944$6.45M5.53%-38,07813F-HRTimeline
Vise Technologies, Inc.95,776$6.44M0.24%new13F-HRTimeline
Consolidated Portfolio Review Corp94,699$6.37M0.8%-3,74513F-HRTimeline
Trivium Point Advisory, LLC93,894$6.32M0.64%+53,29713F-HRTimeline
AE Wealth Management LLC93,411$6.28M0.04%+23,43713F-HRTimeline
IFP Advisors, Inc92,105$6.19M0.16%-51,42513F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management91,744$6.17M0.21%+4,12013F-HRTimelineGroup
Farther Finance Advisors, LLC91,483$6.15M0.09%+35,03813F-HRTimeline
J.W. COLE ADVISORS, INC.91,383$6.15M0.12%+4,29313F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC91,144$6.13M4.47%-1,57813F-HRTimeline
OneDigital Investment Advisors LLC90,364$6.08M0.06%+2,31013F-HRTimeline
Accel Wealth Management88,284$5.94M1.73%+26,62513F-HRTimeline
Certified Advisory Corp87,904$5.91M0.56%+15,54613F-HRTimeline
ARVEST INVESTMENTS, INC.83,487$5.62M0.81%+1,18113F-HRTimeline
Envision Financial LLC80,675$5.43M3.11%+11,13313F-HRTimeline
Jaffetilchin Investment Partners, LLC80,485$5.41M0.32%+3,91513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC80,094$5.39M0.13%+1,67713F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…80,000$5.38M0.05%+11,00013F-HRTimelineGroup
BlueChip Wealth Advisors LLC79,863$5.37M2.29%-6,20213F-HRTimeline
Advance Capital Management, Inc.78,973$5.31M0.23%-1,18313F-HRTimeline
Genesee Capital Advisors, LLC78,468$5.28M2.29%-74713F-HRTimeline
Lineweaver Wealth Advisors, LLC76,936$5.17M0.76%-1,18313F-HRTimeline
EWG Elevate Inc.76,765$5.16M1.61%-19,49913F-HRTimeline
Five Pine Wealth Management75,986$5.1M3.45%-7,84913F-HRTimeline
TruWealth Advisors, LLC75,808$5.1M0.26%+24413F-HRTimeline
Claro Advisors Inc.75,141$5.05M0.74%-23613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS74,902$5.04M<0.01%+16,49413F-HRTimelineGroup
IMG Wealth Management, Inc.73,910$4.97M3.36%+11,57013F-HRTimeline
Mutual Advisors, LLC72,762$4.9M0.11%+10,04213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC72,835$4.9M0.1%+1,45613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp71,456$4.81M<0.01%+24,29013F-HRTimelineGroup
LVZ, Inc.70,448$4.74M0.54%+17,45213F-HRTimeline
Perigon Wealth Management, LLC69,993$4.71M0.1%+2,68213F-HRTimeline