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Disclosery

RDVY FIRST TR EXCHANGE TRADED FD

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RISNG DIVD ACHIV (fund)

Filings received so far for Q3 2026: 85 13F filers report a position in RDVY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…609,986$48.5M0.07%+32,34413F-HRTimeline
RVW Wealth, LLC596,440$46.7M3%+9,53413F-HRTimeline
First Heartland Consultants, Inc.510,462$40M2.66%+21,94513F-HRTimeline
PARK NATIONAL CORP /OH/402,324$31.5M0.85%-1,35713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC364,024$28.5M0.52%+6,14913F-HRTimeline
Crumly & Associates Inc.346,312$27.1M4.81%+23,53513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC251,511$19.9M5.74%-18513F-HRTimeline
Redhawk Wealth Advisors, Inc.246,762$19.3M1.96%-19,47013F-HRTimeline
DAVENPORT & Co LLC213,154$16.7M0.09%+17,64313F-HRTimeline
LYNCH & ASSOCIATES/IN179,612$14.1M2.01%+150,17113F-HRTimeline
Farther Finance Advisors, LLC179,604$14.1M0.1%+11,43713F-HRTimeline
15 Wealth Advisors LLC140,444$11M2.76%13F-HRTimeline
Accel Wealth Management137,688$10.8M2.32%+11,17313F-HRTimeline
Focus Financial Network, Inc.137,483$10.8M0.33%+5,89913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…113,607$8.89M5.83%-7,57513F-HRTimeline
Avidian Wealth Enterprises, LLC106,751$8.36M0.23%-17,08813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC92,411$7.23M0.47%+13,96413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC89,171$6.98M1.66%+7,78313F-HRTimeline
Ballew Advisors, Inc72,866$5.77M2.87%+10,13413F-HRTimeline
Lineweaver Wealth Advisors, LLC73,005$5.72M0.66%+10213F-HRTimeline
CLG LLC71,074$5.56M1.16%-17,95613F-HRTimeline
ABLE Financial Group, LLC70,740$5.54M0.87%-1,11813F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department67,010$5.25M2.29%+11,19413F-HRTimelineGroup
Avior Wealth Management, LLC65,003$5.09M0.13%-4,32413F-HRTimeline
Ignite Planners, LLC60,009$4.74M0.62%+7,94213F-HRTimeline
TrueWealth Advisors, LLC56,100$4.39M0.99%+5,34613F-HRTimeline
Southland Equity Partners LLC55,924$4.38M0.75%+3,79613F-HRTimeline
Wisconsin Wealth Advisors, LLC51,322$4.02M3.38%-1,43613F-HRTimeline
Stegent Equity Advisors, Inc.51,218$4.01M3.18%-99913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…48,724$3.81M0.07%+3,01513F-HRTimelineGroup
PCA Investment Advisory Services Inc.45,736$3.58M0.97%-35213F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV32,254$2.53M1.79%+4,75013F-HRTimeline
Balefire, LLC31,849$2.49M0.39%-4,96913F-HRTimeline
APS Management Group, Inc.31,087$2.43M1.75%-13,80713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC28,349$2.22M1.43%-3,06113F-HRTimeline
Appalachian Capital Management Ltd24,452$1.91M1.37%+40313F-HRTimeline
Worthington Financial Partners, LLC21,685$1.7M1.44%-4813F-HRTimeline
RiverTree Advisors, LLC21,244$1.66M0.99%+3,00213F-HRTimeline
Prism Advisors, Inc.20,518$1.63M0.41%-3,67613F-HRTimeline
Walker Asset Management, LLC19,500$1.53M0.77%013F-HRTimeline
Valeo Financial Advisors, LLC18,751$1.47M0.03%-46813F-HRTimeline
B. Riley Wealth Advisors, Inc.17,408$1.36M0.05%+17713F-HRTimeline
Kaydan Wealth Management, Inc.17,138$1.34M0.46%-2,94013F-HRTimeline
Fermata Advisors, LLC16,044$1.26M0.24%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC14,239$1.11M0.3%+1,89613F-HRTimeline
Signal Advisors Wealth, LLC13,869$1.09M0.05%+1,73513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.13,674$1.07M0.17%-1,23113F-HRTimeline
Krilogy Financial LLC13,186$1.05M0.03%-1,95013F-HRTimeline
Stonebridge Financial Group, LLC10,953$857K0.06%-15713F-HRTimeline
M.E. ALLISON & CO., INC.10,881$852K0.48%+4,32013F-HRTimeline
CoreCap Advisors, LLC9,569$749K0.02%-41513F-HRTimeline
Lighthouse Wealth Management Inc.8,555$670K0.41%+23013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC7,764$608K0.57%-1813F-HRTimeline
Castle Rock Wealth Management, LLC7,629$606K0.11%+71213F-HRTimeline
Schear Investment Advisers, LLC7,732$605K0.07%new13F-HRTimeline
Tempo Wealth, LLC7,732$605K0.07%+1,30713F-HRTimeline
Ulrich Consultants & Investment Group, …7,500$587K0.59%13F-HRTimeline
Castleview Partners, LLC7,014$549K0.24%-39113F-HRTimeline
Dynamic Advisor Solutions LLC6,182$484K0.01%-76713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,691$446K0.73%-51,05713F-HRTimeline
GK Wealth Management LLC5,654$443K0.25%-4,15513F-HRTimeline
Whalen Wealth Management Inc.5,239$410K0.18%new13F-HRTimeline
Realta Investment Advisors5,233$410K0.12%-1,53613F-HRTimeline
SACKS & ASSOCIATES, LLC4,941$387K0.27%013F-HRTimeline
GoalVest Advisory LLC4,508$353K0.06%+4713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4,406$345K0.23%+6513F-HRTimeline
GAMMA Investing LLC4,382$343K0.01%-1,09213F-HRTimeline
Adelphi Trust Co4,303$337K0.22%013F-HRTimeline
Three Magnolias Financial Advisors, LLC4,185$328K0.2%013F-HRTimeline
Cresta Advisors, Ltd.3,700$290K0.13%013F-HRTimeline
EQUITABLE TRUST CO3,613$283K0.01%-2,50713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,374$264K0.05%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,325$260K0.13%new13F-HRTimeline
Seven Hills Financial, LLC2,929$229K0.14%13F-HRTimeline
Scheeler Financial LLC2,830$222K0.17%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,628$127K0.01%013F-HRTimeline
CX Institutional1,181$92K<0.01%+2913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC895$70.1K<0.01%013F-HRTimeline
Hilltop National Bank697$54.6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton550$43.1K0.01%new13F-HRTimeline
Trust Co308$24.1K<0.01%+29113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP240$18.8K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.238$18.6K<0.01%-4213F-HRTimeline
Versant Capital Management, Inc233$18.2K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA134$10.5K<0.01%013F-HRTimeline