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RiverTree Advisors

Latest statistics and disclosures from RiverTree Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, FTSL, FTSM, FTCS, BUCK, and represent 27.21% of RiverTree Advisors's stock portfolio.
Added to shares of these 10 stocks: CDX, MINT, LMBS, TDVI, QQQI, EDIV, PIZ, QQQH, YMAG, IGLD.
Started 8 new stock positions in YMAG, QQQ, QQQH, TDVI, CDX, TBIL, PIZ, FCVT.
Reduced shares in these 10 stocks: FTSM, FDL, HIPS, YQQQ, , FICS, AMLP, USOI, SH, SDVD.
Sold out of its positions in USOI, FDL, FGD, FICS, UCON, SH, YQQQ.
RiverTree Advisors was a net buyer of stock by $3.3M.
RiverTree Advisors has $156M in assets under management (AUM), dropping by 4.74%.
Central Index Key (CIK): 0001872501

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Portfolio Holdings for RiverTree Advisors

RiverTree Advisors holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	7.7	$12M		235k	50.78	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	5.4	$8.5M		184k	45.84	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	4.7	$7.4M	-28%	123k	59.91	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.7	$7.4M		79k	93.64	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	4.7	$7.3M		307k	23.85	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	4.6	$7.2M	+39%	144k	49.79	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.2	$6.6M		149k	44.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	4.2	$6.6M		188k	34.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.2	$6.5M	-2%	196k	33.42	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	3.8	$6.0M	+10%	115k	52.30	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.5	$5.5M	+73%	54k	100.69	View chart
First Tr Exchange-traded Growth Strength (FTGS)	3.2	$5.1M		141k	35.91	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	3.0	$4.7M		198k	23.71	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	2.8	$4.3M	+55%	80k	54.20	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	2.6	$4.0M	NEW	174k	22.91	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	2.5	$3.8M		423k	9.05	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.4	$3.7M	-3%	65k	57.47	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	2.3	$3.7M	-9%	169k	21.62	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.1	$3.3M	+21%	129k	25.85	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	1.8	$2.7M	-3%	133k	20.60	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.7	$2.7M		72k	38.02	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.7	$2.7M	-32%	57k	46.93	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.7	$2.6M	+2%	28k	91.75	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	1.6	$2.5M	+60%	106k	23.94	View chart
First Tr Exchange-traded A Com Shs (FTC)	1.5	$2.3M	-11%	14k	160.66	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	1.2	$1.8M	-54%	152k	11.79	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	1.1	$1.8M	+376%	45k	38.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.0	$1.6M	-9%	31k	51.09	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	1.0	$1.6M	NEW	55k	28.65	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	1.0	$1.5M	-10%	37k	42.05	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.9	$1.4M	-18%	12k	116.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.9	$1.3M	-4%	29k	46.39	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.9	$1.3M	NEW	28k	47.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.9	$1.3M	-4%	31k	43.50	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.8	$1.3M	NEW	23k	54.40	View chart
Tidal Trust Ii Yieldmax Magnifi (YMAG)	0.8	$1.2M	NEW	80k	15.71	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$1.2M	-8%	12k	96.68	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.7	$1.1M	-7%	11k	99.52	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.7	$1.1M	-3%	15k	69.95	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.6	$966k	-4%	29k	32.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.6	$858k	-3%	27k	32.18	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$716k	-18%	2.8k	256.45	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.4	$674k	NEW	16k	42.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$605k		16k	38.90	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.4	$580k	+75%	14k	40.35	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$454k	+73%	3.3k	138.24	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$400k	NEW	8.0k	50.00	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$379k		8.9k	42.47	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$356k		3.0k	120.01	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$300k		18k	17.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$256k		384.00	666.18	View chart
JPMorgan Chase & Co. (JPM)	0.2	$252k		800.00	315.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$251k		500.00	502.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$220k		5.2k	42.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$214k	NEW	356.00	600.37	View chart

Past Filings by RiverTree Advisors

SEC 13F filings are viewable for RiverTree Advisors going back to 2021

RiverTree Advisors 2025 Q3 filed Nov. 4, 2025
RiverTree Advisors 2025 Q2 filed July 23, 2025
RiverTree Advisors 2025 Q1 filed April 17, 2025
RiverTree Advisors 2024 Q4 filed Jan. 16, 2025
RiverTree Advisors 2024 Q3 filed Oct. 22, 2024
RiverTree Advisors 2024 Q2 filed July 23, 2024
RiverTree Advisors 2024 Q1 filed April 16, 2024
RiverTree Advisors 2023 Q4 filed Jan. 25, 2024
RiverTree Advisors 2023 Q3 filed Oct. 13, 2023
RiverTree Advisors 2023 Q2 filed Aug. 8, 2023
RiverTree Advisors 2023 Q1 filed May 15, 2023
RiverTree Advisors 2022 Q4 filed Feb. 3, 2023
RiverTree Advisors 2022 Q3 filed Oct. 14, 2022
RiverTree Advisors 2022 Q2 filed Aug. 12, 2022
RiverTree Advisors 2022 Q1 filed April 25, 2022
RiverTree Advisors 2021 Q4 filed Jan. 18, 2022

View all past filings

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