RIVERTREE ADVISORS, LLC

Filed: 4/17/2025ACC: 0001085146-25-002180

📋 What this filing means

RIVERTREE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $149.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$149.41M

Total AUM (reported)

3.81M

Total Shares

Allocation by class

FT VEST LADDERED$14.86M9.9%

FIRST TR ENH NEW$11.18M7.5%

HENDRSON AAA CL$10.60M7.1%

FST LOW OPPT EFT$8.80M5.9%

CAP STRENGTH ETF$8.19M5.5%

FT VEST US EQT$7.56M5.1%

CWP ENHANCED DIV$7.07M4.7%

Portfolio Concentration

Top 3$30.57M20.5%

4–10$49.06M32.8%

11–25$44.36M29.7%

Rest$25.42M17.0%

Top 3 weight

20.5%

Top 10 weight

53.3%

Voting Authority Distribution

Total shares with voting rights: 3.81M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.81M

% of voting shares100.0%

Investment Discretion (by position count)

Sole55

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings55

Rows:

FIRST TR EXCHANGE-TRADED FD

SOLE

FIRST TR ENH NEW

Shares186.79K

TypeSH

Market value$11.18M

7.48%

Sole

0.00

Shared

0.00

None

186.79K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares208.96K

TypeSH

Market value$10.60M

7.09%

Sole

0.00

Shared

0.00

None

208.96K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares178.92K

TypeSH

Market value$8.80M

5.89%

Sole

0.00

Shared

0.00

None

178.92K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares91.32K

TypeSH

Market value$8.19M

5.48%

Sole

0.00

Shared

0.00

None

91.32K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares274.31K

TypeSH

Market value$8.14M

5.45%

Sole

0.00

Shared

0.00

None

274.31K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares173.45K

TypeSH

Market value$7.07M

4.73%

Sole

0.00

Shared

0.00

None

173.45K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares224.81K

TypeSH

Market value$6.71M

4.49%

Sole

0.00

Shared

0.00

None

224.81K

FIRST TR EXCHANGE-TRADED FD

SOLE

GROWTH STRENGTH

Shares214.84K

TypeSH

Market value$6.39M

4.28%

Sole

0.00

Shared

0.00

None

214.84K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares69.55K

TypeSH

Market value$6.38M

4.27%

Sole

0.00

Shared

0.00

None

69.55K

FIRST TR EXCHANGE-TRADED FD

SOLE

SENIOR LN FD

Shares135.34K

TypeSH

Market value$6.18M

4.14%

Sole

0.00

Shared

0.00

None

135.34K

PACER FDS TR

SOLE

US CASH COWS 100

Shares108.75K

TypeSH

Market value$5.96M

3.99%

Sole

0.00

Shared

0.00

None

108.75K

ALPS ETF TR

SOLE

ALERIAN MLP

Shares92.11K

TypeSH

Market value$4.78M

3.20%

Sole

0.00

Shared

0.00

None

92.11K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares34.25K

TypeSH

Market value$3.45M

2.31%

Sole

0.00

Shared

0.00

None

34.25K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares102.53K

TypeSH

Market value$3.43M

2.30%

Sole

0.00

Shared

0.00

None

102.53K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 BUY WRT

Shares153.16K

TypeSH

Market value$3.40M

2.27%

Sole

0.00

Shared

0.00

None

153.16K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares8.80K

TypeSH

Market value$3.18M

2.13%

Sole

0.00

Shared

0.00

None

8.80K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

TREASURY OPT INC

Shares116.06K

TypeSH

Market value$2.86M

1.92%

Sole

0.00

Shared

0.00

None

116.06K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares44.52K

TypeSH

Market value$2.61M

1.74%

Sole

0.00

Shared

0.00

None

44.52K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares57.94K

TypeSH

Market value$2.43M

1.63%

Sole

0.00

Shared

0.00

None

57.94K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares51.76K

TypeSH

Market value$2.42M

1.62%

Sole

0.00

Shared

0.00

None

51.76K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares40.31K

TypeSH

Market value$2.06M

1.38%

Sole

0.00

Shared

0.00

None

40.31K

FIRST TR EXCH TRADED FD III

SOLE

FT VEST SMID

Shares101.57K

TypeSH

Market value$2.03M

1.36%

Sole

0.00

Shared

0.00

None

101.57K

FIRST TR EXCHANGE-TRADED FD

SOLE

FIRST TR TA HIYL

Shares48.68K

TypeSH

Market value$2.00M

1.34%

Sole

0.00

Shared

0.00

None

48.68K

FIRST TR EXCHANGE TRADED FD

SOLE

RBA INDL ETF

Shares28.63K

TypeSH

Market value$1.95M

1.31%

Sole

0.00

Shared

0.00

None

28.63K

NEOS ETF TRUST

SOLE

NEOS S&P 500 HI

Shares37.92K

TypeSH

Market value$1.82M

1.22%

Sole

0.00

Shared

0.00

None

37.92K

Issuer	Class	Shares	Type	Value / Portfolio %	None
FIRST TR EXCHANGE-TRADED FDSOLE	FIRST TR ENH NEW	186.79K	SH	$11.18M 7.48%	186.79K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	208.96K	SH	$10.60M 7.09%	208.96K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	178.92K	SH	$8.80M 5.89%	178.92K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	91.32K	SH	$8.19M 5.48%	91.32K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	274.31K	SH	$8.14M 5.45%	274.31K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	173.45K	SH	$7.07M 4.73%	173.45K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	224.81K	SH	$6.71M 4.49%	224.81K
FIRST TR EXCHANGE-TRADED FDSOLE	GROWTH STRENGTH	214.84K	SH	$6.39M 4.28%	214.84K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	69.55K	SH	$6.38M 4.27%	69.55K
FIRST TR EXCHANGE-TRADED FDSOLE	SENIOR LN FD	135.34K	SH	$6.18M 4.14%	135.34K
PACER FDS TRSOLE	US CASH COWS 100	108.75K	SH	$5.96M 3.99%	108.75K
ALPS ETF TRSOLE	ALERIAN MLP	92.11K	SH	$4.78M 3.20%	92.11K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	34.25K	SH	$3.45M 2.31%	34.25K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	102.53K	SH	$3.43M 2.30%	102.53K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 BUY WRT	153.16K	SH	$3.40M 2.27%	153.16K
ISHARES TRSOLE	RUS 1000 GRW ETF	8.80K	SH	$3.18M 2.13%	8.80K
SIMPLIFY EXCHANGE TRADED FUNSOLE	TREASURY OPT INC	116.06K	SH	$2.86M 1.92%	116.06K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	44.52K	SH	$2.61M 1.74%	44.52K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	57.94K	SH	$2.43M 1.63%	57.94K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	51.76K	SH	$2.42M 1.62%	51.76K
ISHARES TRSOLE	FLTG RATE NT ETF	40.31K	SH	$2.06M 1.38%	40.31K
FIRST TR EXCH TRADED FD IIISOLE	FT VEST SMID	101.57K	SH	$2.03M 1.36%	101.57K
FIRST TR EXCHANGE-TRADED FDSOLE	FIRST TR TA HIYL	48.68K	SH	$2.00M 1.34%	48.68K
FIRST TR EXCHANGE TRADED FDSOLE	RBA INDL ETF	28.63K	SH	$1.95M 1.31%	28.63K
NEOS ETF TRUSTSOLE	NEOS S&P 500 HI	37.92K	SH	$1.82M 1.22%	37.92K

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