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CIK: 0001872501
Total reported value
$169.3M
$169.3M
55 檔
27.7%
As reported in its official Q1 2025 Form 13F filing, RiverTree Advisors, LLC's tracked investment portfolio stood at $169.3M with 55 total positions.
In Q1 2025, RiverTree Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 7.48% | -2.27% | -14.62% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.09% | -0.51% | +0.24% | |
| 3 | LMBS | First Trust Low Duration Opp | ETF-Other | 5.89% | -0.60% | -20.98% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 5.48% | -0.24% | -0.46% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.45% | -0.05% | -11.67% | |
| 6 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.73% | -0.02% | -0.06% | |
| 7 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.49% | +0.04% | -1.33% | |
| 8 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 4.28% | +0.61% | -14.89% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.27% | -0.16% | -1.16% | |
| 10 | FTSL | First Trust Senior Loan ETF | ETF-Other | 4.14% | — | +6.07% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.99% | +0.04% | -15.37% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 3.20% | -0.55% | +0.89% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.31% | -0.37% | -0.11% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.30% | +0.07% | -35.47% | |
| 15 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 2.27% | — | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.13% | — | +13.47% | |
| 17 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 1.92% | +0.03% | — | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.74% | -0.15% | — | |
| 19 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.63% | — | — | |
| 20 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.62% | — | — | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.38% | — | — | |
| 22 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 1.36% | +0.23% | — | |
| 23 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.34% | -0.15% | +3.24% | |
| 24 | AIRR | First Trust Rba American Ind | ETF-Other | 1.31% | +0.02% | -3.70% | |
| 25 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.22% | +0.30% | — | |
| 26 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.04% | +0.50% | -0.17% | |
| 27 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 1.04% | -0.74% | — | |
| 28 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.92% | -0.02% | -15.55% | |
| 29 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.90% | +0.01% | -15.11% | |
| 30 | HIPS | Graniteshares Hips US High I | ETF-Other | 0.87% | -0.17% | EXIT | |
| 31 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.83% | — | — | |
| 32 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.83% | -0.02% | -4.09% | |
| 33 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 0.83% | +0.32% | — | |
| 34 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.82% | +0.57% | — | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.71% | — | — | |
| 36 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.67% | -0.15% | -1.66% | |
| 37 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.67% | -1.60% | -0.96% | |
| 38 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.66% | — | +8.20% | |
| 39 | YQQQ | Yieldmax N100 Short Opt Inc | ETF-Other | 0.65% | — | +341.95% | |
| 40 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.65% | +0.01% | -21.34% | |
| 41 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.64% | — | -75.24% | |
| 42 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.63% | -0.16% | +11.12% | |
| 43 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.54% | — | -11.14% | |
| 44 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.40% | -0.03% | -52.52% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.01% | +164.47% | |
| 46 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.01% | — | |
| 47 | IOO | Ishares Global 100 ETF | ETF-Other | 0.29% | +0.01% | -71.56% | |
| 48 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.24% | +0.39% | -80.18% | |
| 49 | YMAG | Yieldmax Mgnf 7 Fu Op In ETF | ETF-Other | 0.24% | -0.76% | EXIT | |
| 50 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.23% | — | — |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $169.3M across 55 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FTSM, JAAA, LMBS) accounted for 27.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
FTSM
市值: $11.2M
During Q1 2025, RiverTree Advisors, LLC's top holdings by market value included FTSM (7.5%)、JAAA (7.1%)、LMBS (5.9%). The largest single position, FTSM, represented 7.5% of total portfolio value.
In Q1 2025, RiverTree Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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