Rivertree Advisors, LLC Top Holdings and 13F Report (2025) About Rivertree Advisors, LLCInvestment ActivityRivertree Advisors, LLC has $152.22 million in total holdings as of December 31, 2024.Rivertree Advisors, LLC owns shares of 46 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 20.18% of the portfolio was purchased this quarter.About 17.24% of the portfolio was sold this quarter.This quarter, Rivertree Advisors, LLC has purchased 34 new stocks and bought additional shares in 9 stocks.Rivertree Advisors, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings First Trust Enhanced Short Maturity ETF $13,077,019First Trust Low Duration Opportunities ETF $11,019,667Janus Henderson AAA CLO ETF $10,570,601FT Vest Laddered Buffer ETF $9,462,733First Trust Capital Strength ETF $8,057,222 Largest New Holdings this Quarter iShares Russell 1000 Growth ETF $3,114,654 HoldingFT Vest U.S. Equity Deep Buffer ETF - November $2,483,593 HoldingFT Vest U.S. Equity Buffer ETF - November $2,475,163 HoldingFirst Trust Limited Duration Investment Grade Corporate ETF $1,956,045 HoldingFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF $1,948,751 Holding Largest Purchases this Quarter Invesco S&P 500 Top 50 ETF 76,513 shares (about $3.82M)iShares Russell 1000 Growth ETF 7,756 shares (about $3.11M)First Trust Morningstar Dividend Leaders Index 70,799 shares (about $2.85M)FT Vest U.S. Equity Deep Buffer ETF - November 57,938 shares (about $2.48M)FT Vest U.S. Equity Buffer ETF - November 51,760 shares (about $2.48M) Largest Sales this Quarter First Trust Enhanced Short Maturity ETF 68,070 shares (about $4.07M)FT Vest U.S. Equity Buffer ETF - April 53,687 shares (about $2.22M)FT Vest U.S. Equity Buffer ETF - March 50,687 shares (about $2.19M)First Trust Capital Strength ETF 23,974 shares (about $2.11M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 20,432 shares (about $2.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRivertree Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTSMFirst Trust Enhanced Short Maturity ETF$13,077,019$4,068,544 ▼-23.7%218,7898.6%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$11,019,667$195,605 ▼-1.7%226,4167.2%ManufacturingJAAAJanus Henderson AAA CLO ETF$10,570,601$41,633 ▼-0.4%208,4526.9%ETFBUFRFT Vest Laddered Buffer ETF$9,462,733$140,985 ▼-1.5%310,5596.2%ETFFTCSFirst Trust Capital Strength ETF$8,057,222$2,105,397 ▼-20.7%91,7475.3%ETFFTGSFirst Trust Growth Strength ETF$7,926,239$452,537 ▼-5.4%252,4285.2%ETFCOWZPacer US Cash Cows 100 ETF$7,257,567$503,350 ▲7.5%128,4984.8%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$7,161,231$1,166,996 ▼-14.0%227,8474.7%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,025,304$18,014 ▲0.3%173,5504.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,433,381$2,112,765 ▲48.9%70,3644.2%ETFFTSLFirst Trust Senior Loan ETF$5,899,947$37,824 ▼-0.6%127,5943.9%ManufacturingSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$5,696,278$151,215 ▲2.7%158,8923.7%ETFAMLPAlerian MLP ETF$4,396,815$48,786 ▼-1.1%91,2962.9%ETFXLGInvesco S&P 500 Top 50 ETF$4,186,898$3,822,590 ▲1,049.3%83,8052.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,440,759$2,050,147 ▼-37.3%34,2912.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index$3,183,680$2,850,367 ▲855.2%79,0782.1%ETFIWFiShares Russell 1000 Growth ETF$3,114,654$3,114,654 ▲New Holding7,7562.0%ETFDNOVFT Vest U.S. Equity Deep Buffer ETF - November$2,483,593$2,483,593 ▲New Holding57,9381.6%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$2,475,163$2,475,163 ▲New Holding51,7601.6%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$2,290,322$797,749 ▼-25.8%29,7291.5%ManufacturingFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$1,956,045$1,956,045 ▲New Holding103,6591.3%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$1,948,751$1,948,751 ▲New Holding47,1511.3%ManufacturingUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,828,118$1,828,118 ▲New Holding74,1631.2%ETFFTHIFirst Trust BuyWrite Income ETF$1,661,943$1,159,823 ▼-41.1%71,4201.1%ETFFAPRFT Vest U.S. Equity Buffer ETF - April$1,635,084$2,216,736 ▼-57.6%39,6001.1%ETFFMARFT Vest U.S. Equity Buffer ETF - March$1,624,053$2,193,227 ▼-57.5%37,5331.1%ETFRECSColumbia Research Enhanced Core ETF$1,600,898$1,600,898 ▲New Holding46,2421.1%ETFIOOiShares Global 100 ETF$1,598,615$353,803 ▲28.4%15,8641.1%ETFFTLSFirst Trust Long/Short Equity ETF$1,334,495$2,019,840 ▼-60.2%20,2780.9%ETFQMARFT Vest Nasdaq-100 Buffer ETF - March$1,300,006$1,525,557 ▼-54.0%43,6830.9%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$1,240,340$571,667 ▲85.5%35,1620.8%ETFACWIiShares MSCI ACWI ETF$1,100,153$1,100,153 ▲New Holding9,3630.7%ManufacturingFRIFirst Trust S&P REIT Index Fund$1,080,403$1,080,403 ▲New Holding39,4740.7%ETFBALTInnovator Defined Wealth Shield ETF$1,018,165$878,000 ▼-46.3%32,4050.7%ETFFPEFirst Trust Preferred Securities and Income ETF$915,763$915,763 ▲New Holding51,7380.6%ETFIGLDFT Vest Gold Strategy Target Income ETF$906,013$906,013 ▲New Holding47,9880.6%ETFTBILUS Treasury 3 Month Bill ETF$899,823$666,478 ▼-42.6%18,0470.6%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$846,840$54,235 ▲6.8%8,5410.6%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$558,1810.0%15,5450.4%ETFTIDAL TR II$428,755$428,755 ▲New Holding22,2730.3%YIELDMAX MAGNIFIPAUGInnovator U.S. Equity Power Buffer ETF - August$343,0740.0%8,9110.2%ETFETEnergy Transfer$342,8250.0%17,5000.2%Oils/EnergyBRK.BBerkshire Hathaway$226,6400.0%5000.1%FinanceSPYSPDR S&P 500 ETF Trust$222,7100.0%3800.1%FinancePROSHARES TR$221,782$221,782 ▲New Holding5,9300.1%SHORT QQQTIDAL TR II$218,575$218,575 ▲New Holding12,4900.1%YIELDMAX SHORTFTQIFirst Trust NASDAQ BuyWrite Income ETF$0$2,545,664 ▼-100.0%00.0%ETFFLOTiShares Floating Rate Bond ETF$0$1,924,514 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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