Rivertree Advisors, LLC Top Holdings and 13F Report (2024) About Rivertree Advisors, LLCInvestment ActivityRivertree Advisors, LLC has $147.46 million in total holdings as of September 30, 2024.Rivertree Advisors, LLC owns shares of 34 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 5.23% of the portfolio was sold this quarter.This quarter, Rivertree Advisors, LLC has purchased 31 new stocks and bought additional shares in 5 stocks.Rivertree Advisors, LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings First Trust Enhanced Short Maturity ETF $17,174,248First Trust Low Duration Opportunities ETF $11,385,793Janus Henderson AAA CLO ETF $10,647,810First Trust Capital Strength ETF $10,507,467FT Vest Laddered Buffer ETF $9,420,910 Largest New Holdings this Quarter iShares Global 100 ETF $1,224,923 HoldingSPDR S&P Emerging Markets Dividend ETF $714,073 HoldingFirst Trust Morningstar Dividend Leaders Index $347,304 HoldingInvesco S&P 500 Top 50 ETF $346,589 HoldingInnovator U.S. Equity Power Buffer ETF - August $337,370 Holding Largest Purchases this Quarter iShares Global 100 ETF 12,353 shares (about $1.22M)US Treasury 3 Month Bill ETF 16,058 shares (about $803.54K)SPDR S&P Emerging Markets Dividend ETF 18,956 shares (about $714.07K)Alerian MLP ETF 10,313 shares (about $486.05K)First Trust Morningstar Dividend Leaders Index 8,279 shares (about $347.30K) Largest Sales this Quarter First Trust Capital Strength ETF 9,267 shares (about $841.44K)FT Vest Laddered Nasdaq Buffer ETF 26,856 shares (about $815.08K)Pacer US Cash Cows 100 ETF 11,719 shares (about $677.71K)First Trust Growth Strength ETF 19,471 shares (about $607.88K)First Trust Long/Short Equity ETF 8,681 shares (about $550.98K) 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$17,174,248$59,331 ▼-0.3%286,85911.6%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$11,385,793$8,696 ▲0.1%230,4357.7%ManufacturingJAAAJanus Henderson AAA CLO ETF$10,647,810$249,159 ▲2.4%209,2737.2%ETFFTCSFirst Trust Capital Strength ETF$10,507,467$841,444 ▼-7.4%115,7217.1%ETFBUFRFT Vest Laddered Buffer ETF$9,420,910$396,491 ▼-4.0%315,1866.4%ETFFTGSFirst Trust Growth Strength ETF$8,330,745$607,885 ▼-6.8%266,8405.6%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$8,042,052$815,080 ▼-9.2%264,9775.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$7,130,195$330,879 ▼-4.4%173,1054.8%ETFCOWZPacer US Cash Cows 100 ETF$6,915,658$677,710 ▼-8.9%119,5864.7%ETFFTSLFirst Trust Senior Loan ETF$5,892,827$123,811 ▲2.1%128,4124.0%ManufacturingSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$5,627,040$455,878 ▼-7.5%154,6743.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,510,059$4,128 ▼-0.1%54,7233.7%ETFAMLPAlerian MLP ETF$4,350,523$486,052 ▲12.6%92,3093.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,338,573$470,710 ▼-9.8%47,2562.9%ETFFAPRFT Vest U.S. Equity Buffer ETF - April$3,771,593$210,721 ▼-5.3%93,2872.6%ETFFMARFT Vest U.S. Equity Buffer ETF - March$3,728,177$192,875 ▼-4.9%88,2202.5%ETFFTLSFirst Trust Long/Short Equity ETF$3,235,066$550,983 ▼-14.6%50,9702.2%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$2,993,072$158,674 ▼-5.0%40,0842.0%ManufacturingFTHIFirst Trust BuyWrite Income ETF$2,791,451$419,977 ▼-13.1%121,2621.9%ETFQMARFT Vest Nasdaq-100 Buffer ETF - March$2,718,560$135,835 ▼-4.8%94,9451.8%ETFFTQIFirst Trust NASDAQ BuyWrite Income ETF$2,545,664$218,153 ▼-7.9%124,3001.7%ETFFLOTiShares Floating Rate Bond ETF$1,924,514$6,686 ▼-0.3%37,7061.3%ETFBALTInnovator Defined Wealth Shield ETF$1,860,560$72,327 ▼-3.7%60,3491.3%ETFTBILUS Treasury 3 Month Bill ETF$1,571,957$803,543 ▲104.6%31,4141.1%ETFIOOiShares Global 100 ETF$1,224,923$1,224,923 ▲New Holding12,3530.8%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$796,043$2,290 ▼-0.3%7,9940.5%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$714,073$714,073 ▲New Holding18,9560.5%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$547,8630.0%15,5450.4%ETFFDLFirst Trust Morningstar Dividend Leaders Index$347,304$347,304 ▲New Holding8,2790.2%ETFXLGInvesco S&P 500 Top 50 ETF$346,589$346,589 ▲New Holding7,2920.2%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$337,370$337,370 ▲New Holding8,9110.2%ETFETEnergy Transfer$280,8750.0%17,5000.2%Oils/EnergyBRK.BBerkshire Hathaway$230,1300.0%5000.2%FinanceSPYSPDR S&P 500 ETF Trust$218,029$250,733 ▼-53.5%3800.1%FinanceQQQInvesco QQQ$0$615,177 ▼-100.0%00.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$0$224,735 ▼-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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