RIVERTREE ADVISORS, LLC

Filed: 4/20/2026ACC: 0001872501-26-000002

📋 What this filing means

RIVERTREE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $157.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$157.89M

Total AUM (reported)

4.57M

Total Shares

Allocation by class

FT VEST LADDERED$13.23M8.4%

HENDRSON AAA CL$11.75M7.4%

FIRST TR ENH NEW$8.04M5.1%

TREASURY OPT INC$7.32M4.6%

CAP STRENGTH ETF$7.28M4.6%

FST LOW OPPT EFT$6.97M4.4%

CWP ENHANCED DIV$6.62M4.2%

Portfolio Concentration

Top 3$27.11M17.2%

4–10$45.82M29.0%

11–25$52.53M33.3%

Rest$32.42M20.5%

Top 3 weight

17.2%

Top 10 weight

46.2%

Voting Authority Distribution

Total shares with voting rights: 4.57M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.57M

% of voting shares100.0%

Investment Discretion (by position count)

Sole60

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings60

Rows:

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares233.30K

TypeSH

Market value$11.75M

7.44%

Sole

0.00

Shared

0.00

None

233.30K

FIRST TR EXCHANGE-TRADED FD

SOLE

FIRST TR ENH NEW

Shares134.53K

TypeSH

Market value$8.04M

5.09%

Sole

0.00

Shared

0.00

None

134.53K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

TREASURY OPT INC

Shares311.26K

TypeSH

Market value$7.32M

4.63%

Sole

0.00

Shared

0.00

None

311.26K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares78.47K

TypeSH

Market value$7.28M

4.61%

Sole

0.00

Shared

0.00

None

78.47K

FIRST TR EXCHANGE-TRADED FD

SOLE

FST LOW OPPT EFT

Shares139.93K

TypeSH

Market value$6.97M

4.41%

Sole

0.00

Shared

0.00

None

139.93K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares188.59K

TypeSH

Market value$6.66M

4.22%

Sole

0.00

Shared

0.00

None

188.59K

AMPLIFY ETF TR

SOLE

CWP ENHANCED DIV

Shares147.62K

TypeSH

Market value$6.62M

4.19%

Sole

0.00

Shared

0.00

None

147.62K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares194.42K

TypeSH

Market value$6.57M

4.16%

Sole

0.00

Shared

0.00

None

194.42K

NEOS ETF TRUST

SOLE

NEOS S&P 500 HI

Shares127.72K

TypeSH

Market value$6.31M

3.99%

Sole

0.00

Shared

0.00

None

127.72K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares206.91K

TypeSH

Market value$5.42M

3.43%

Sole

0.00

Shared

0.00

None

206.91K

FIRST TR EXCHANGE-TRADED FD

SOLE

GROWTH STRENGTH

Shares142.91K

TypeSH

Market value$4.87M

3.08%

Sole

0.00

Shared

0.00

None

142.91K

FIRST TR EXCHANGE TRADED FD

SOLE

BUYWRIT INCM ETF

Shares211.39K

TypeSH

Market value$4.85M

3.07%

Sole

0.00

Shared

0.00

None

211.39K

NEOS ETF TRUST

SOLE

NASDAQ 100 HIGH

Shares93.27K

TypeSH

Market value$4.63M

2.94%

Sole

0.00

Shared

0.00

None

93.27K

PACER FDS TR

SOLE

US CASH COWS 100

Shares64.49K

TypeSH

Market value$4.03M

2.56%

Sole

0.00

Shared

0.00

None

64.49K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST RIS

Shares153.12K

TypeSH

Market value$3.91M

2.48%

Sole

0.00

Shared

0.00

None

153.12K

EATON VANCE TAX-MANAGED GLOB

SOLE

COM

Shares445.50K

TypeSH

Market value$3.91M

2.48%

Sole

0.00

Shared

0.00

None

445.50K

FIRST TR EXCH TRADED FD III

SOLE

FT VEST SMID

Shares178.49K

TypeSH

Market value$3.87M

2.45%

Sole

0.00

Shared

0.00

None

178.49K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

AGGREGATE BOND E

Shares156.86K

TypeSH

Market value$3.19M

2.02%

Sole

0.00

Shared

0.00

None

156.86K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

BARRIER INCOME

Shares126.64K

TypeSH

Market value$3.11M

1.97%

Sole

0.00

Shared

0.00

None

126.64K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ BUYWRITE

Shares154.92K

TypeSH

Market value$3.09M

1.95%

Sole

0.00

Shared

0.00

None

154.92K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST GOLD

Shares112.49K

TypeSH

Market value$2.87M

1.82%

Sole

0.00

Shared

0.00

None

112.49K

FIRST TR EXCHANGE TRADED FD

SOLE

SMID RISNG ETF

Shares72.18K

TypeSH

Market value$2.85M

1.80%

Sole

0.00

Shared

0.00

None

72.18K

FIRST TR EXCHNG TRADED FD VI

SOLE

SMITH UNCONSTRAI

Shares102.12K

TypeSH

Market value$2.53M

1.60%

Sole

0.00

Shared

0.00

None

102.12K

ALPS ETF TR

SOLE

ALERIAN MLP

Shares46.71K

TypeSH

Market value$2.46M

1.56%

Sole

0.00

Shared

0.00

None

46.71K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares23.45K

TypeSH

Market value$2.36M

1.49%

Sole

0.00

Shared

0.00

None

23.45K

Issuer	Class	Shares	Type	Value / Portfolio %	None
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	233.30K	SH	$11.75M 7.44%	233.30K
FIRST TR EXCHANGE-TRADED FDSOLE	FIRST TR ENH NEW	134.53K	SH	$8.04M 5.09%	134.53K
SIMPLIFY EXCHANGE TRADED FUNSOLE	TREASURY OPT INC	311.26K	SH	$7.32M 4.63%	311.26K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	78.47K	SH	$7.28M 4.61%	78.47K
FIRST TR EXCHANGE-TRADED FDSOLE	FST LOW OPPT EFT	139.93K	SH	$6.97M 4.41%	139.93K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	188.59K	SH	$6.66M 4.22%	188.59K
AMPLIFY ETF TRSOLE	CWP ENHANCED DIV	147.62K	SH	$6.62M 4.19%	147.62K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	194.42K	SH	$6.57M 4.16%	194.42K
NEOS ETF TRUSTSOLE	NEOS S&P 500 HI	127.72K	SH	$6.31M 3.99%	127.72K
PIMCO ETF TRSOLE	MULTISECTOR BD	206.91K	SH	$5.42M 3.43%	206.91K
FIRST TR EXCHANGE-TRADED FDSOLE	GROWTH STRENGTH	142.91K	SH	$4.87M 3.08%	142.91K
FIRST TR EXCHANGE TRADED FDSOLE	BUYWRIT INCM ETF	211.39K	SH	$4.85M 3.07%	211.39K
NEOS ETF TRUSTSOLE	NASDAQ 100 HIGH	93.27K	SH	$4.63M 2.94%	93.27K
PACER FDS TRSOLE	US CASH COWS 100	64.49K	SH	$4.03M 2.56%	64.49K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST RIS	153.12K	SH	$3.91M 2.48%	153.12K
EATON VANCE TAX-MANAGED GLOBSOLE	COM	445.50K	SH	$3.91M 2.48%	445.50K
FIRST TR EXCH TRADED FD IIISOLE	FT VEST SMID	178.49K	SH	$3.87M 2.45%	178.49K
SIMPLIFY EXCHANGE TRADED FUNSOLE	AGGREGATE BOND E	156.86K	SH	$3.19M 2.02%	156.86K
SIMPLIFY EXCHANGE TRADED FUNSOLE	BARRIER INCOME	126.64K	SH	$3.11M 1.97%	126.64K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ BUYWRITE	154.92K	SH	$3.09M 1.95%	154.92K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST GOLD	112.49K	SH	$2.87M 1.82%	112.49K
FIRST TR EXCHANGE TRADED FDSOLE	SMID RISNG ETF	72.18K	SH	$2.85M 1.80%	72.18K
FIRST TR EXCHNG TRADED FD VISOLE	SMITH UNCONSTRAI	102.12K	SH	$2.53M 1.60%	102.12K
ALPS ETF TRSOLE	ALERIAN MLP	46.71K	SH	$2.46M 1.56%	46.71K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	23.45K	SH	$2.36M 1.49%	23.45K

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