Vault-13

FIRST TR EXCHANGE TRADED FD RDVY

RISNG DIVD ACHIV · ETP · CUSIP 33738R506

755 institutional holders +83 vs Q3 2025
204,588,515204.6m shares reported held*
$14.3bnreported value*
71 new 375 added 177 reduced 27 sold out net bought ≈ $931.0m (+13.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $69.94. Options: 1 managers hold calls ($542.8k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 412Q4 22: 437Q1 23: 433Q2 23: 437Q3 23: 446Q4 23: 507Q1 24: 532Q2 24: 543Q3 24: 574Q4 24: 654Q1 25: 649Q2 25: 653Q3 25: 672Q4 25: 755755Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022412
Q4 2022437
Q1 2023433
Q2 2023437
Q3 2023446
Q4 2023507
Q1 2024532
Q2 2024543
Q3 2024574
Q4 2024654
Q1 2025649
Q2 2025653
Q3 2025672
Q4 2025755

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q1 24: 299 bought or addedQ1 24: 214 cut or sold outQ2 24: 295 bought or addedQ2 24: 203 cut or sold outQ2 24Q3 24: 306 bought or addedQ3 24: 214 cut or sold outQ4 24: 341 bought or addedQ4 24: 203 cut or sold outQ4 24Q1 25: 386 bought or addedQ1 25: 225 cut or sold outQ2 25: 365 bought or addedQ2 25: 250 cut or sold outQ2 25Q3 25: 404 bought or addedQ3 25: 200 cut or sold outQ4 25: 446 bought or addedQ4 25: 204 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024299214
Q2 2024295203
Q3 2024306214
Q4 2024341203
Q1 2025386225
Q2 2025365250
Q3 2025404200
Q4 2025446204

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ1 25 calls: $40.0kQ1 25 puts: $33.2kQ1 25P/C 0.83Q2 25 calls: $49.0kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $558.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $542.8kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$40.0k$33.2k0.83
Q2 2025$49.0k$00.00
Q3 2025$558.0k$00.00
Q4 2025$542.8k$00.00

Biggest buyers

LPL Financial LLC Added +2,907,770+2.9m
AMERIPRISE FINANCIAL INC Added +1,251,752+1.3m
Corient Private Wealth LP Added +1,137,184+1.1m
WELLS FARGO & COMPANY/MN Added +1,076,558+1.1m
MORGAN STANLEY Added +940,590+940.6k
Arax Advisory Partners New +685,811+685.8k
ROYAL BANK OF CANADA Added +569,110+569.1k
Rockefeller Capital Management L.P. Added +530,990+531.0k
BNP PARIBAS FINANCIAL MARKETS Added +480,047+480.0k
Rise Advisors, LLC Added +433,400+433.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,785,263-2.8m
Integrated Wealth Concepts LLC Reduced -409,600-409.6k
Sanctuary Advisors, LLC Reduced -281,552-281.6k
INTEGRITY WEALTH ADVISORS, INC. Reduced -270,588-270.6k
PRUDENTIAL PLC Reduced -241,400-241.4k
GPS Wealth Strategies Group, LLC Reduced -211,968-212.0k
Private Advisory Group LLC Sold out -133,214-133.2k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -118,811-118.8k
Ergawealth Advisors, Inc. Reduced -108,838-108.8k
ELEVATION POINT WEALTH PARTNERS, LLC Reduced -96,312-96.3k

Biggest calls

SIMPLEX TRADING, LLC Reduced $542.8k5.6k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.58% of their portfolio FORT MILL, SC 30,504,11630.5m $2.1bn $2.1bn 0.58% Added +2.9m +2,907,770
2 MORGAN STANLEY 0.08% of their portfolio NEW YORK, NY 20,152,94220.2m $1.4bn $1.4bn 0.08% Added +940.6k +940,590
3 RAYMOND JAMES FINANCIAL INC 0.24% of their portfolio ST. PETERSBURG, FL 11,285,71011.3m $784.0m $784.0m 0.24% Added +243.6k +243,585
4 WELLS FARGO & COMPANY/MN 0.15% of their portfolio SAN FRANCISCO, CA 11,276,21511.3m $783.4m $783.4m 0.15% Added +1.1m +1,076,558
5 AMERIPRISE FINANCIAL INC 0.14% of their portfolio MINNEAPOLIS, MN 9,042,6499.0m $628.1m $628.1m 0.14% Added +1.3m +1,251,752
6 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 7,225,2557.2m $501.9m $501.9m 0.04% Added +232.9k +232,940
7 UBS Group AG 0.08% of their portfolio ZURICH, V8 5,994,5056.0m $416.4m $416.4m 0.08% Added +254.2k +254,241
8 COMMONWEALTH EQUITY SERVICES, LLC 0.51% of their portfolio WALTHAM, MA 5,555,4425.6m $385.9m $385.9m 0.51% Added +36.8k +36,812
9 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 5,147,1315.1m $357.6m $357.6m 0.11% Added +241.1k +241,114
10 ROYAL BANK OF CANADA 0.06% of their portfolio TORONTO, A6 4,722,7554.7m $328.1m $328.1m 0.06% Added +569.1k +569,110
11 OSAIC HOLDINGS, INC. 0.40% of their portfolio SCOTTSDALE, AZ 3,912,2053.9m $271.8m $271.8m 0.40% Added +284.8k +284,759
12 Cetera Investment Advisers 0.28% of their portfolio SCHAUMBURG, IL 3,744,5253.7m $260.1m $260.1m 0.28% Added +243.6k +243,551
13 Kestra Advisory Services, LLC 0.79% of their portfolio AUSTIN, TX 2,756,3412.8m $191.5m $191.5m 0.79% Added +114.6k +114,583
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 2,717,5592.7m $188.8m $188.8m 0.12% Reduced -92.5k -92,540
15 Cambridge Investment Research Advisors, Inc. 0.50% of their portfolio FAIRFIELD, IA 2,708,3592.7m $188.2m $188.2m 0.50% Added +117.4k +117,439
16 Private Advisor Group, LLC 0.85% of their portfolio MORRISTOWN, NJ 2,610,9672.6m $181.4m $181.4m 0.85% Added +170.0k +170,009
17 STIFEL FINANCIAL CORP 0.15% of their portfolio ST. LOUIS, MO 2,476,5332.5m $172.0m $172.0m 0.15% Added +79.3k +79,342
18 Corient Private Wealth LP 0.11% of their portfolio MIAMI, FL 2,353,9262.4m $163.5m $163.5m 0.11% Added +1.1m +1,137,184
19 TRUIST FINANCIAL CORP 0.15% of their portfolio CHARLOTTE, NC 1,626,1771.6m $113.0m $113.0m 0.15% Added +33.3k +33,282
20 JONES FINANCIAL COMPANIES LLLP 0.07% of their portfolio DES PERES, MO 1,569,3041.6m $109.0m $109.0m 0.07% Added +415.5k +415,478
21 Janney Montgomery Scott LLC 0.24% of their portfolio PHILADELPHIA, PA 1,503,2281.5m $104.4m $104.4m 0.24% Added +57.9k +57,927
22 MML INVESTORS SERVICES, LLC 0.25% of their portfolio SPRINGFIELD, MA 1,496,8781.5m $104.0m $104.0m 0.25% Added +93.7k +93,664
23 HighTower Advisors, LLC 0.11% of their portfolio CHICAGO, IL 1,453,2451.5m $101.0m $101.0m 0.11% Added +45.4k +45,418
24 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 1,400,8331.4m $97.3m $97.3m 0.05% Added +91.0k +91,006
25 Equitable Holdings, Inc. 0.65% of their portfolio NEW YORK, NY 1,358,8901.4m $94.4m $94.4m 0.65% Added +98.6k +98,560
26 NewEdge Advisors, LLC 0.33% of their portfolio NEW ORLEANS, LA 1,312,7291.3m $91.2m $91.2m 0.33% Added +153.2k +153,150
27 Prospera Financial Services Inc 1.27% of their portfolio Dallas, TX 1,113,9081.1m $77.4m $77.4m 1.27% Added +23.0k +22,989
28 Mariner, LLC 0.09% of their portfolio Overland Park, KS 1,050,2471.1m $73.0m $73.0m 0.09% Added +8.6k +8,622
29 Baird Financial Group, Inc. 0.11% of their portfolio MILWAUKEE, WI 1,024,8021.0m $71.2m $71.2m 0.11% Reduced -71.5k -71,497
30 Csenge Advisory Group 3.16% of their portfolio CLEARWATER, FL 1,005,3531.0m $69.8m $69.8m 3.16% Added +36.7k +36,720
31 CWM, LLC 0.18% of their portfolio OMAHA, NE 970,829970.8k $67.4m $67.4m 0.18% Reduced -8.2k -8,235
32 Rockefeller Capital Management L.P. 0.12% of their portfolio NEW YORK, NY 951,998952.0k $66.1m $66.1m 0.12% Added +531.0k +530,990
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.76% of their portfolio AUSTIN, TX 881,129881.1k $61.2m $61.2m 0.76% Added +20.3k +20,302
34 D.A. DAVIDSON & CO. 0.37% of their portfolio GREAT FALLS, MT 881,008881.0k $61.2m $61.2m 0.37% Added +10.5k +10,491
35 BLAIR WILLIAM & CO/IL 0.14% of their portfolio CHICAGO, IL 753,309753.3k $52.3m $52.3m 0.14% Added +175.0k +174,985
36 LIBERTY SQUARE WEALTH PARTNERS LLC 14.58% of their portfolio BETHLEHEM, PA 736,020736.0k $51.1m $51.1m 14.58% Added +171.5k +171,517
37 Arax Advisory Partners 1.39% of their portfolio NEW YORK, NY 685,811685.8k $47.6m $47.6m 1.39% New
38 AFFINITY WEALTH MANAGEMENT LLC 6.57% of their portfolio WILMINGTON, DE 664,802664.8k $46.2m $46.2m 6.57% Added +2.0k +2,023
39 Aptus Capital Advisors, LLC 0.38% of their portfolio FAIRHOPE, AL 647,858647.9k $45.0m $45.0m 0.38% Added +36.5k +36,536
40 GUARDIAN WEALTH ADVISORS, LLC / NC 2.80% of their portfolio RALEIGH, NC 643,484643.5k $44.7m $44.7m 2.80% Added +39.5k +39,482
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 628,835628.8k $43.7m $43.7m 0.00% Reduced -2.8m -2,785,263
42 Ascension Capital Advisors, Inc. 13.86% of their portfolio Houston, TX 581,472581.5k $40.4m $40.4m 13.86% Added +48.2k +48,210
43 HARBOUR INVESTMENTS, INC. 0.82% of their portfolio MADISON, WI 578,881578.9k $40.2m $40.2m 0.82% Reduced -87.7k -87,728
44 RVW Wealth, LLC 3.06% of their portfolio LOS ANGELES, CA 577,086577.1k $40.1m $40.1m 3.06% Reduced -5.8k -5,787
45 Koshinski Asset Management, Inc. 2.54% of their portfolio DECATUR, IL 568,144568.1k $39.5m $39.5m 2.54% Added +17.3k +17,317
46 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 554,949554.9k $38.6m $38.6m 0.02% Added +480.0k +480,047
47 Horizon Advisory Services, Inc. 19.37% of their portfolio WEST HENRIETTA, NY 551,075551.1k $38.3m $38.3m 19.37% Reduced -10.3k -10,254
48 Stratos Wealth Partners, LTD. 0.42% of their portfolio BEACHWOOD, OH 539,821539.8k $37.5m $37.5m 0.42% Added +27.0k +27,047
49 Financial Partners Group, Inc 4.50% of their portfolio Overland Park, KS 538,609538.6k $38.9m $38.9m 4.50% Added +14.7k +14,654
50 Steward Partners Investment Advisory, LLC 0.20% of their portfolio STAMFORD, CT 535,903535.9k $37.2m $37.2m 0.20% Reduced -20.8k -20,763
51 Spectrum Wealth Advisory Group, LLC 13.66% of their portfolio GRANITE BAY, CA 535,049535.0k $37.2m $37.2m 13.66% Added +235.8k +235,839
52 Hobart Private Capital, LLC 6.84% of their portfolio CHARLOTTE, NC 504,239504.2k $35.0m $35.0m 6.84% Added +14.6k +14,626
53 Gladstone Institutional Advisory LLC 1.22% of their portfolio Bedminster, NJ 464,538464.5k $32.3m $32.3m 1.22% Added +3.9k +3,880
54 Integrated Wealth Concepts LLC 0.38% of their portfolio WALTHAM, MA 457,152457.2k $31.8m $31.8m 0.38% Reduced -409.6k -409,600
55 Perennial Investment Advisors, LLC 2.45% of their portfolio Los Angeles, CA 445,635445.6k $31.0m $31.0m 2.45% Added +28.8k +28,788
56 VestGen Advisors, LLC 1.31% of their portfolio CHICAGO, IL 443,541443.5k $30.8m $30.8m 1.31% Added +71.4k +71,381
57 Rise Advisors, LLC 10.92% of their portfolio ROCHESTER, NY 440,766440.8k $30.6m $30.6m 10.92% Added +433.4k +433,400
58 BENJAMIN EDWARDS INC 0.32% of their portfolio Clayton, MO 419,817419.8k $29.2m $29.2m 0.32% Added +17.1k +17,119
59 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 387,275387.3k $26.9m $26.9m 0.02% Added +22.6k +22,594
60 First Heartland Consultants, Inc. 2.03% of their portfolio LAKE ST. LOUIS, MO 384,922384.9k $26.7m $26.7m 2.03% Added +2.5k +2,460
61 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 366,138366.1k $25.4m $25.4m 0.03% Added +10.5k +10,491
62 PARK NATIONAL CORP /OH/ 0.78% of their portfolio NEWARK, OH 361,464361.5k $25.1m $25.1m 0.78% Added +12.2k +12,183
63 ODonnell Financial Services, LLC 8.48% of their portfolio SAN RAFAEL, CA 357,074357.1k $24.8m $24.8m 8.48% Added +8.6k +8,629
64 Foundations Investment Advisors, LLC 0.32% of their portfolio PHOENIX, AZ 355,234355.2k $24.7m $24.7m 0.32% Added +36.1k +36,133
65 Crumly & Associates Inc. 4.94% of their portfolio SPRINGFIELD, IL 338,770338.8k $23.5m $23.5m 4.94% Reduced -26.5k -26,524
66 Western Wealth Management, LLC 1.09% of their portfolio GOLDEN, CO 338,654338.7k $23.5m $23.5m 1.09% Added +13.6k +13,584
67 &PARTNERS 0.12% of their portfolio NASHVILLE, TN 334,860334.9k $23.3m $23.3m 0.12% Added +101.9k +101,889
68 SILVER OAK SECURITIES, INCORPORATED 1.57% of their portfolio JACKSON, TN 330,678330.7k $23.2m $23.2m 1.57% Added +72.2k +72,172
69 Intellus Advisors LLC 3.04% of their portfolio NAPLES, FL 329,586329.6k $22.9m $22.9m 3.04% Added +599 +599
70 Next Level Private LLC 5.98% of their portfolio HARRISON, NY 328,636328.6k $22.8m $22.8m 5.98% Added +19.1k +19,080
71 Concurrent Investment Advisors, LLC 0.26% of their portfolio Tampa, FL 328,333328.3k $22.8m $22.8m 0.26% Added +56.2k +56,175
72 INDEPENDENT FINANCIAL GROUP, LLC 0.50% of their portfolio SAN DIEGO, CA 323,449323.4k $22.5m $22.5m 0.50% Reduced -118.8k -118,811
73 Sanchez Wealth Management Group 4.77% of their portfolio JACKSONVILLE, FL 321,361321.4k $22.3m $22.3m 4.77% Added +117.5k +117,501
74 Sanctuary Advisors, LLC 0.12% of their portfolio INDIANAPOLIS, IN 319,471319.5k $22.2m $22.2m 0.12% Reduced -281.6k -281,552
75 Valmark Advisers, Inc. 0.27% of their portfolio AKRON, OH 312,065312.1k $21.7m $21.7m 0.27% Reduced -2.8k -2,814
76 Pine Valley Investments Ltd Liability Co 1.05% of their portfolio MARLTON, NJ 303,721303.7k $21.1m $21.1m 1.05% Added +4.4k +4,423
77 Bleakley Financial Group, LLC 0.36% of their portfolio PARSIPPANY, NJ 298,462298.5k $20.7m $20.7m 0.36% New
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 293,601293.6k $21.3m $21.3m 0.03% Added +8.5k +8,454
79 ABLE Financial Group, LLC 4.12% of their portfolio SCOTTSDALE, AZ 291,868291.9k $20.3m $20.3m 4.12% Reduced -2.0k -1,983
80 Key Client Fiduciary Advisors, LLC 6.80% of their portfolio Fairfield, NJ 282,669282.7k $19.6m $19.6m 6.80% Reduced -9.6k -9,561
81 Geneos Wealth Management Inc. 0.46% of their portfolio ENGLEWOOD, CO 272,274272.3k $18.9m $18.9m 0.46% Added +339 +339
82 INTEGRITY WEALTH ADVISORS, INC. 13.07% of their portfolio Ventura, CA 268,530268.5k $18.7m $18.7m 13.07% Reduced -270.6k -270,588
83 Uniting Wealth Partners, LLC 5.65% of their portfolio DENVER, CO 265,408265.4k $18.4m $18.4m 5.65% Added +46.4k +46,438
84 IHT Wealth Management, LLC 0.44% of their portfolio Chicago, IL 260,075260.1k $18.1m $18.1m 0.44% Added +3.2k +3,226
85 Sigma Planning Corp 0.48% of their portfolio ANN ARBOR, MI 251,078251.1k $17.5m $17.5m 0.48% Added +15.1k +15,073
86 Tidemark, LLC 4.95% of their portfolio SAN DIEGO, CA 250,819250.8k $17.4m $17.4m 4.95% Added +234.1k +234,082
87 tru Independence LLC 4.33% of their portfolio PORTLAND, OR 247,244247.2k $17.2m $17.2m 4.33% Added +13.6k +13,613
88 PRUDENTIAL PLC 0.14% of their portfolio LONDON, X0 245,700245.7k $17.1m $17.1m 0.14% Reduced -241.4k -241,400
89 HOWARD FINANCIAL SERVICES, LTD. 1.98% of their portfolio DALLAS, TX 243,410243.4k $16.9m $16.9m 1.98% Added +14.4k +14,444
90 BEACON FINANCIAL GROUP 1.64% of their portfolio DALLAS, TX 236,880236.9k $16.5m $16.5m 1.64% Reduced -6.5k -6,545
91 DAYMARK WEALTH PARTNERS, LLC 0.52% of their portfolio CINCINNATI, OH 235,935235.9k $16.4m $16.4m 0.52% Added +27.6k +27,607
92 Kingsview Wealth Management, LLC 0.24% of their portfolio GRANTS PASS, OR 235,918235.9k $16.4m $16.4m 0.24% Added +105.9k +105,911
93 Traction Financial Partners, LLC 9.71% of their portfolio LITTLETON, CO 235,795235.8k $16.4m $16.4m 9.71% Added +11.9k +11,923
94 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 232,016232.0k $16.1m $16.1m 0.06% Added +6.3k +6,292
95 Juno Financial Group LLC 6.44% of their portfolio RICHMOND, VA 231,421231.4k $16.1m $16.1m 6.44% First filing
96 Arkadios Wealth Advisors 0.30% of their portfolio ATLANTA, GA 220,814220.8k $15.3m $15.3m 0.30% Added +3.4k +3,366
97 Per Stirling Capital Management, LLC. 1.72% of their portfolio AUSTIN, TX 220,373220.4k $15.3m $15.3m 1.72% Added +6.5k +6,456
98 Napier Financial, LLC 3.81% of their portfolio BRAINTREE, MA 219,623219.6k $15.3m $15.3m 3.81% First filing
99 Merit Financial Group, LLC 0.12% of their portfolio ALPHARETTA, GA 210,248210.2k $14.6m $14.6m 0.12% Added +159.1k +159,124
100 Walkner Condon Financial Advisors LLC 1.98% of their portfolio MADISON, WI 204,867204.9k $14.2m $14.2m 1.98% Added +43.5k +43,459