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CIK: 0001872501
Total reported value
$169.3M
$169.3M
28 檔
35.3%
At the close of Q1 2024, RiverTree Advisors, LLC disclosed equity holdings valued at approximately $169.3M, spread across 28 reported holdings.
During Q1 2024, RiverTree Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FTSM, LMBS, FTCS) accounted for 35.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 11.83% | -2.27% | +1.51% | |
| 2 | LMBS | First Trust Low Duration Opp | ETF-Other | 7.55% | -0.60% | -1.06% | |
| 3 | FTCS | First Trust Capital Strength | ETF-Other | 7.41% | -0.24% | +6.08% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.04% | -0.51% | -0.25% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.35% | -0.05% | -19.07% | |
| 6 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 6.10% | +0.61% | +2.13% | |
| 7 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 5.64% | +0.04% | -8.35% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.54% | +0.04% | +4.79% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.52% | -0.02% | -28.28% | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-Other | 4.15% | +0.07% | +2.74% | |
| 11 | FTSL | First Trust Senior Loan ETF | ETF-Other | 3.95% | — | -0.37% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.82% | -0.37% | -0.89% | |
| 13 | FTLS | First Trust Long/short Eqty | ETF-Other | 3.66% | -0.02% | +29.57% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.30% | -0.16% | -1.68% | |
| 15 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 2.58% | +0.01% | -3.86% | |
| 16 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.57% | -0.02% | -3.91% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-Other | 2.55% | -0.55% | -25.78% | |
| 18 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 2.54% | +0.01% | -3.54% | |
| 19 | AIRR | First Trust Rba American Ind | ETF-Other | 2.33% | +0.02% | -5.94% | |
| 20 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 2.20% | +0.50% | — | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.32% | — | -1.18% | |
| 22 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.27% | -0.15% | -3.15% | |
| 23 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.63% | -0.16% | -30.89% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | — | -8.67% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.01% | — | |
| 26 | ET | Energy Transfer LP | Stock-Energy | 0.18% | -0.01% | — | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.16% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | — |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $169.3M across 28 disclosed positions in Q1 2024.
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During Q1 2024, RiverTree Advisors, LLC's top holdings by market value included FTSM (11.8%)、LMBS (7.5%)、FTCS (7.4%). The largest single position, FTSM, represented 11.8% of total portfolio value.
In Q1 2024, RiverTree Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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