13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001872501
Total reported value
$169.3M
$169.3M
61 檔
26.7%
As reported in its official Q4 2025 Form 13F filing, RiverTree Advisors, LLC's tracked investment portfolio stood at $169.3M with 61 total positions.
In Q4 2025, RiverTree Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.81% | -0.51% | +3.05% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.51% | -2.27% | +17.23% | |
| 3 | LMBS | First Trust Low Duration Opp | ETF-Other | 5.44% | -0.60% | +18.43% | |
| 4 | FTSL | First Trust Senior Loan ETF | ETF-Other | 5.30% | — | -1.80% | |
| 5 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 4.76% | +0.03% | +2.61% | |
| 6 | FTCS | First Trust Capital Strength | ETF-Other | 4.64% | -0.24% | -0.02% | |
| 7 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.34% | +0.04% | +0.83% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.31% | -0.05% | +0.77% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.20% | -0.02% | -0.24% | |
| 10 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 3.73% | +0.30% | -2.80% | |
| 11 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 3.25% | +0.61% | +2.35% | |
| 12 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 2.95% | +0.50% | -1.22% | |
| 13 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 2.75% | +0.57% | +0.10% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.50% | +0.04% | — | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.47% | -0.37% | -29.13% | |
| 16 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 2.43% | -0.74% | -2.48% | |
| 17 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 2.28% | +0.23% | -1.80% | |
| 18 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.18% | +0.56% | +1.40% | |
| 19 | CDX | Simplify High Yield ETF | ETF-High Yield | 1.84% | — | -25.55% | |
| 20 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.79% | +0.07% | +2.13% | |
| 21 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 1.78% | +0.32% | +0.52% | |
| 22 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 1.73% | -1.60% | +1.88% | |
| 23 | AMLP | Alerian Mlp ETF | ETF-Other | 1.41% | -0.55% | -17.35% | |
| 24 | AIRR | First Trust Rba American Ind | ETF-Other | 1.19% | +0.02% | +52.87% | |
| 25 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 1.11% | -0.82% | — | |
| 26 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.02% | -0.15% | +62.58% | |
| 27 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.96% | +0.02% | — | |
| 28 | TDVI | Ft Vest Technology Dividend | ETF-Tech | 0.96% | -0.08% | -0.87% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.95% | -0.16% | -42.84% | |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.94% | -0.14% | — | |
| 31 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.87% | +0.01% | -0.46% | |
| 32 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.86% | -0.02% | -0.46% | |
| 33 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 0.86% | -0.14% | -2.28% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.82% | — | — | |
| 35 | YMAG | Yieldmax Mgnf 7 Fu Op In ETF | ETF-Other | 0.77% | -0.76% | EXIT | |
| 36 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.61% | -0.16% | -9.67% | |
| 37 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.56% | +0.01% | -0.45% | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | +0.73% | +77.69% | |
| 39 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.52% | -0.02% | -24.31% | |
| 40 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.52% | -0.03% | -54.39% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.51% | -0.06% | — | |
| 42 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.49% | -0.43% | — | |
| 43 | FCVT | First Trust Ssi Strategi ETF | ETF-Other | 0.48% | -0.02% | +10.71% | |
| 44 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.47% | -0.12% | — | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.45% | — | -54.85% | |
| 46 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.44% | — | — | |
| 47 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.44% | -0.15% | -55.58% | |
| 48 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.43% | +0.06% | -70.70% | |
| 49 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.39% | -0.01% | — | |
| 50 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.37% | +0.02% | -1.75% |
According to official SEC Form 13F filings, RiverTree Advisors, LLC reported a total U.S. public equity portfolio value of $169.3M across 61 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 JAAA, FTSM, LMBS) accounted for 26.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
CSHI
市值: $1.7M
Top Position Liquidated / Trimmed
FEX
前期市值: $1.4M
During Q4 2025, RiverTree Advisors, LLC's top holdings by market value included JAAA (7.8%)、FTSM (5.5%)、LMBS (5.4%). The largest single position, JAAA, represented 7.8% of total portfolio value.
In Q4 2025, RiverTree Advisors, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.