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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
LPL Financial LLC32,332,134$2.21B0.59%+1,828,01813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,878,444$1.43B0.09%+725,50213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,344,290$843M0.26%+1,058,58013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,305,832$772M0.15%+29,61713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,341,197$638M0.15%+298,54813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,444,315$508M0.04%+219,06013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,611,798$383M0.54%+56,35613F-HRTimeline
UBS Group AGgroup of 2 filers holding5,532,328$378M-463,449Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,469,789$373M+90,642Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,030,578$343M0.07%+307,82313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,412,718$301M0.44%+500,51313F-HRTimelineGroup
Cetera Investment Advisers4,044,145$276M0.29%+299,62013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,828,673$261M+186,640Timeline
Cambridge Investment Research Advisors,…3,230,196$221M0.57%+521,83713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,112,676$213M0.13%+395,11713F-HRTimelineGroup
Private Advisor Group, LLC2,603,193$178M0.83%-7,77413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,553,066$174M0.16%+76,53313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,105,680$140M0.07%+536,37613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,763,900$120M0.16%+137,72313F-HRTimelineGroup
Janney Montgomery Scott LLC1,548,817$106M0.26%+45,58913F-HRTimeline
HighTower Advisors, LLC1,524,251$104M0.11%+71,00613F-HRTimeline
NewEdge Advisors, LLC1,437,974$98.2M0.35%+125,24513F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,396,712$95.4M0.06%-4,12113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,357,751$92.7M0.26%-139,12713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,249,378$86.8M0.56%-109,51213F-HRTimelineGroup
Prospera Financial Services Inc1,171,062$80M1.29%+57,15413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,126,899$76.9M0.12%+102,09713F-HRTimelineGroup
Csenge Advisory Group1,048,094$71.6M3.28%+42,74113F-HRTimeline
Mariner, LLCin group Mariner, LLC1,039,283$71M0.08%-10,96413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,034,009$70.6M0.1%-142,95413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…967,621$66.1M0.12%+15,62313F-HRTimelineGroup
D.A. DAVIDSON & CO.952,581$65M0.39%+71,57313F-HRTimeline
CWM, LLCin group CWM, LLC939,509$64.1M0.17%-31,32013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.887,227$60.6M0.94%+308,34613F-HRTimeline
BLAIR WILLIAM & CO/IL880,823$60.1M0.17%+127,51413F-HRTimeline
Integrated Wealth Concepts LLC855,453$58.4M0.47%+398,30113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP844,400$57.7M0.05%new13F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC805,324$55M15.34%+69,30413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding775,455$52.9M+51,823Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO773,165$51.4M<0.01%+144,33013F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.742,642$50.7M0.56%+699,26013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC722,842$49.4M1.17%+678,23213F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC663,446$45.3M6.86%-1,35613F-HRTimeline
Aptus Capital Advisors, LLC654,217$44.7M0.38%+6,35913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC645,395$44.1M2.8%+1,91113F-HRTimeline
Ascension Capital Advisors, Inc.585,365$40M12.58%+3,89313F-HRTimeline
RVW Wealth, LLC570,710$39M3.04%-6,37613F-HRTimeline
Steward Partners Investment Advisory, L…569,198$38.9M0.2%+33,29513F-HRTimeline
Koshinski Asset Management, Inc.564,494$38.5M2.4%-3,65013F-HRTimeline
Financial Partners Group, Inc543,025$37.1M4.44%+4,41613F-HRTimeline
Horizon Advisory Services, Inc.537,012$36.7M18.79%-14,06313F-HRTimeline
Spectrum Wealth Advisory Group, LLC532,040$36.3M13.51%-3,00913F-HRTimeline
Independent Advisor Alliance523,384$35.7M0.38%new13F-HRTimeline
Perennial Investment Advisors, LLC519,015$35.4M2.83%+73,38013F-HRTimeline
Hobart Private Capital, LLC516,607$35.3M6.93%+12,36813F-HRTimeline
Gladstone Institutional Advisory LLC505,605$34.5M1.28%+41,06713F-HRTimeline
First Heartland Consultants, Inc.480,671$32.8M2.51%+95,74913F-HRTimeline
Arax Advisory Partners480,602$32.8M0.93%-205,20913F-HRTimeline
Rise Advisors, LLC472,396$32.5M11.46%+31,63013F-HRTimeline
VestGen Advisors, LLC430,978$31.9M0.89%-12,56313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC459,941$31.4M0.31%+40,12413F-HRTimelineGroup
Bleakley Financial Group, LLC444,900$30.4M0.48%+146,43813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC430,510$29.4M0.02%+43,23513F-HRTimelineGroup
Arkadios Wealth Advisors399,950$27.3M0.45%+179,13613F-HRTimeline
Foundations Investment Advisors, LLC399,315$27.3M0.34%+44,08113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\385,183$26.3M0.03%+19,04513F-HRTimelineGroup
PARK NATIONAL CORP /OH/378,101$25.8M0.79%+16,63713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…370,701$25.5M0.06%+77,10013F-HRTimeline
Next Level Private LLC362,555$24.8M5.59%+33,91913F-HRTimeline
ODonnell Financial Services, LLC362,140$24.7M8.51%+5,06613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC360,739$24.6M0.55%+37,29013F-HR/ATimeline
Western Wealth Management, LLC353,709$24.2M0.92%+15,05513F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…337,481$23M0.25%+9,14813F-HRTimelineGroup
Intellus Advisors LLC332,314$22.7M3.1%+2,72813F-HRTimeline
&PARTNERS331,820$22.6M0.11%-3,04013F-HRTimeline
Sanchez Wealth Management Group325,764$22.2M4.81%+4,40313F-HRTimeline
Sanctuary Advisors, LLC325,077$22.2M0.12%+5,60613F-HRTimeline
Tidemark, LLC316,682$21.6M5.5%+65,86313F-HRTimeline
Valmark Advisers, Inc.315,259$21.5M0.26%+3,19413F-HRTimeline
Crumly & Associates Inc.305,910$20.9M4.39%-32,86013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.303,538$20.7M12.44%+35,00813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.288,104$19.7M2.22%+44,69413F-HRTimeline
Pine Valley Investments Ltd Liability Co286,474$19.6M0.95%-17,24713F-HRTimeline
Key Client Fiduciary Advisors, LLC280,764$19.2M6.59%-1,90513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED270,094$18.4M1.35%-60,58413F-HRTimeline
Uniting Wealth Partners, LLC269,997$18.4M3.92%+4,58913F-HRTimeline
Kingsview Wealth Management, LLC269,660$18.4M0.25%+33,74213F-HRTimeline
Geneos Wealth Management Inc.269,459$18.4M0.43%-2,81513F-HRTimeline
Sentinel Advisory Group, LLC266,200$18.2M8.86%13F-HRTimeline
Sigma Planning Corp259,052$17.7M0.49%+7,97413F-HRTimeline
tru Independence LLC257,442$17.6M8.69%+10,19813F-HRTimeline
Gateway Wealth Partners, LLC249,140$17M0.66%+119,19313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC248,181$16.9M0.53%+12,24613F-HRTimeline
IHT Wealth Management, LLC244,557$16.7M0.39%-15,51813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC243,929$16.7M5.81%new13F-HRTimeline
Traction Financial Partners, LLC237,780$16.2M10%+1,98513F-HRTimeline
BEACON FINANCIAL GROUP231,768$15.8M1.58%-5,11213F-HRTimeline
RFG Advisory, LLC231,424$15.8M0.29%+164,93713F-HRTimeline
Juno Financial Group LLC229,897$15.7M6.15%-1,52413F-HRTimeline
Scarborough Advisors, LLC227,307$15.5M1.7%+32,49413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…226,612$15.5M0.51%+57,04413F-HRTimelineGroup
Napier Financial, LLC221,690$15.1M3.47%+2,06713F-HRTimeline
Per Stirling Capital Management, LLC.217,203$14.8M1.64%-3,17013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO215,044$14.7M1.55%+33,73313F-HRTimeline
Chris Bulman Inc215,268$14.7M6.44%+26,59813F-HRTimeline
Peak Planning Group, LLC213,284$14.6M4.04%+24,69913F-HRTimeline
Merit Financial Group, LLC212,452$14.5M0.11%+2,20413F-HRTimeline
Walkner Condon Financial Advisors LLC209,077$14.3M1.88%+4,21013F-HRTimeline
PINNACLE ASSOCIATES LTD208,523$14.2M0.18%+3,96213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …202,658$13.8M0.17%+44,45513F-HRTimelineGroup
SMITH, MOORE & CO.200,390$13.7M1%+5,12413F-HRTimeline
Qube Research & Technologies Ltd198,191$13.5M0.02%+47,95413F-HRTimeline
Plotkin Financial Advisors, LLC190,637$13M6.54%+2,58713F-HRTimeline
GSG Advisors LLC189,055$12.9M3.35%+11,85313F-HRTimeline
Golden State Wealth Management, LLC187,510$12.8M1.4%-10,37013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management185,649$12.7M0.14%+15,80813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC184,440$12.6M0.03%-18,74813F-HRTimelineGroup
PFG Advisors183,680$12.5M0.61%+10,23913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp183,303$12.5M0.24%+10,73413F-HRTimelineGroup
Wagner Wealth Management, LLC181,918$12.4M2.51%+2,47313F-HRTimeline
AJ Advisors, LLC178,747$12.2M4.53%+3,29813F-HRTimeline
Cornerstone Wealth Management, LLC178,393$12.2M0.61%+9,86913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC176,074$12M0.72%+10,08713F-HRTimeline
Commonwealth Financial Services, LLC175,204$12M1.89%new13F-HRTimeline
Mainsail Financial Group, LLC174,465$11.9M4.96%+2,42213F-HRTimeline
Atria Investments, Inc174,316$11.9M0.13%-14,73713F-HRTimeline
United Advisor Group, LLC174,067$11.9M1.47%+5,74213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding172,479$11.8M+111,482Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC170,391$11.6M5.07%+46,05113F-HRTimeline
World Investment Advisors168,923$11.5M0.19%+10,21913F-HRTimeline
Farther Finance Advisors, LLC166,064$11.4M0.11%+8,04013F-HRTimeline
Vise Technologies, Inc.163,222$11.3M0.22%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC165,750$11.3M0.5%+3,21313F-HRTimeline
DAVENPORT & Co LLC164,009$11.2M0.06%+16,06413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC159,958$10.9M0.81%-1,03013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.159,258$10.9M3.74%+9,46913F-HRTimeline
HBW ADVISORY SERVICES LLC157,213$10.7M1.13%+7,01413F-HRTimeline
Kovack Advisors, Inc.155,193$10.7M0.57%+4,66513F-HRTimeline
O'Connor Financial Group LLC155,159$10.6M4.33%+2,40713F-HRTimeline
Legacy Capital Wealth Partners, LLC162,100$10.6M2.17%+11,47313F-HRTimeline
J.W. COLE ADVISORS, INC.154,431$10.5M0.36%+48,43313F-HRTimeline
U.S. Capital Wealth Advisors, LLC149,670$10.2M0.26%+6,34213F-HRTimeline
Weitzel Financial Services, Inc.148,434$10.2M3.85%+3,32313F-HRTimeline
CITY HOLDING CO149,419$10.2M1.28%+12,97813F-HRTimeline
Summit Financial, LLC146,469$10M0.13%+2,54213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …144,822$9.89M0.19%+4,62513F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC143,799$9.82M4.91%-4,06113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC142,235$9.71M0.14%+1,18313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.140,365$9.58M1.06%-15,02713F-HRTimeline
Sovereign Financial Group, Inc.137,635$9.4M1.63%+7,09413F-HRTimeline
TSFG, LLC133,908$9.14M1.39%+6,34813F-HRTimeline
Mach-1 Financial Group, LLC132,992$9.08M3.2%-20,55413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…131,706$9.07M0.63%-31713F-HRTimeline
Triumph Capital Management131,756$9M1.83%-3013F-HRTimeline
Fairway Financial, LLC131,394$8.97M6.82%+4213F-HRTimeline
Meridian Wealth Management, LLC131,365$8.97M0.32%+125,25913F-HRTimeline
Focus Financial Network, Inc.131,214$8.96M0.32%+1,97413F-HRTimeline
Compass Financial Services Inc130,674$8.92M3.86%+130,38313F-HRTimeline
Gaddis Premier Wealth Advisors LLC128,736$8.79M6.5%+1,29313F-HRTimeline
Proactive Wealth Strategies LLC127,271$8.69M1.63%+63,57713F-HRTimeline
HFG Advisors, Inc.126,396$8.63M6.07%+22,96013F-HRTimeline
N.E.W. Advisory Services LLC125,922$8.6M0.64%-26,25813F-HRTimeline
Virtus Wealth Solutions LLC125,461$8.57M1.63%+6,01113F-HRTimeline
Avidian Wealth Enterprises, LLC125,098$8.54M0.27%-8,45213F-HRTimeline
IFP Advisors, Inc124,657$8.51M0.18%+1,12613F-HRTimeline
Total Clarity Wealth Management, Inc.121,836$8.32M1.95%+2,47813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…121,395$8.29M0.1%+6,16813F-HRTimelineGroup
Rockport Wealth LLC119,491$8.16M1.49%+33,09813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…119,382$8.15M6.39%+6,69713F-HRTimeline
Huntleigh Advisors, Inc.118,547$8.09M1.38%+3,39313F-HRTimeline
Invst, LLC118,234$8.07M0.91%-3,99613F-HRTimeline
StoneCrest Wealth Management, Inc.118,133$8.07M3.41%+1,42013F-HRTimeline
Solano Wealth Investment Advisors LLC118,033$8.06M4.02%-1,79213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…117,469$8.02M0.31%-1,39813F-HRTimelineGroup
Guided Capital Wealth Management, LLC117,052$7.99M5.27%-26713F-HRTimeline
Frederick Financial Consultants, LLC116,468$7.95M3.96%+1,97713F-HRTimeline
SMART Wealth LLC116,296$7.94M2.33%-9,24313F-HRTimeline
COZAD ASSET MANAGEMENT INC115,817$7.91M0.62%+2,11913F-HRTimeline
MGO ONE SEVEN LLC115,128$7.86M0.16%+10,84513F-HRTimeline
Accel Wealth Management114,647$7.83M2.04%+16,34313F-HRTimeline
Harvest Investment Services, LLC114,561$7.82M1.43%+5,84513F-HRTimeline
NESTEGG ADVISORS, INC.113,820$7.77M6.83%+3,07313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC112,160$7.66M2.41%+8413F-HRTimeline
Envision Financial LLC111,842$7.64M4.11%+8,58613F-HRTimeline
Certified Advisory Corp111,055$7.58M0.68%+10,87313F-HRTimeline
Ausdal Financial Partners, Inc.110,529$7.55M0.34%+4,04413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…108,978$7.44M0.51%+3,74513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…108,266$7.39M1.25%+3,34513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC102,783$7.02M0.22%+8,62913F-HRTimeline
AE Wealth Management LLC100,222$6.84M0.04%-1,23213F-HRTimeline
Avior Wealth Management, LLC99,734$6.81M0.19%+75,41613F-HRTimeline
OneDigital Investment Advisors LLC99,545$6.8M0.07%+14,33713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.99,218$6.77M0.36%-26,34413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…98,495$6.73M0.12%+8,94513F-HRTimelineGroup
Centennial Wealth Advisory LLC97,800$6.68M1.62%+44,70913F-HRTimeline
Premier Private Wealth Management LLC95,606$6.53M6.88%+21,23113F-HRTimeline
CLG LLC94,896$6.48M1.61%-5,72613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC92,851$6.34M0.15%+8,77613F-HRTimelineGroup
ARVEST INVESTMENTS, INC.92,048$6.29M0.86%+2,08313F-HRTimeline
Petix & Botte Co90,698$6.19M1.38%-72,67713F-HRTimeline