Rivertree Advisors, LLC Top Holdings and 13F Report (2025) About Rivertree Advisors, LLCInvestment ActivityRivertree Advisors, LLC has $148.94 million in total holdings as of June 30, 2025.Rivertree Advisors, LLC owns shares of 54 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 26.44% of the portfolio was purchased this quarter.About 29.25% of the portfolio was sold this quarter.This quarter, Rivertree Advisors, LLC has purchased 55 new stocks and bought additional shares in 15 stocks.Rivertree Advisors, LLC sold shares of 25 stocks and completely divested from 11 stocks this quarter.Largest Holdings Janus Henderson AAA CLO ETF $11,767,910First Trust Enhanced Short Maturity ETF $10,345,895First Trust Senior Loan ETF $8,399,476Simplify Treasury Option Income ETF $7,256,984First Trust Capital Strength ETF $7,164,313 Largest New Holdings this Quarter 33738D879 - FT Vest Rising Dividend Achievers Target Income ETF $2,623,065 Holding33735K108 - First Trust Large Cap Growth AlphaDEX Fund $2,447,526 Holding336917109 - First Trust Morningstar Dividend Leaders Index Fund $2,387,762 Holding33734K109 - First Trust Large Cap Core AlphaDEX Fund $1,609,704 Holding33734X200 - First Trust Dow Jones Global Select Dividend Index Fund $1,497,019 Holding Largest Purchases this Quarter Simplify Treasury Option Income ETF 190,914 shares (about $4.51M)NEOS S&P 500 High Income ETF 65,282 shares (about $3.28M)First Trust BuyWrite Income ETF 129,751 shares (about $2.96M)GraniteShares HIPS US High Income ETF 230,079 shares (about $2.79M)FT Vest Rising Dividend Achievers Target Income ETF 106,154 shares (about $2.62M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 41,859 shares (about $3.84M)First Trust Low Duration Opportunities ETF 75,665 shares (about $3.73M)First Trust Growth Strength ETF 73,222 shares (about $2.50M)FT Vest Laddered Buffer ETF 73,131 shares (about $2.33M)Pacer US Cash Cows 100 ETF 40,920 shares (about $2.25M) 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 PortfolioSectorJAAAJanus Henderson AAA CLO ETF$11,767,910$1,163,393 ▲11.0%231,8807.9%ETFFTSMFirst Trust Enhanced Short Maturity ETF$10,345,895$837,402 ▼-7.5%172,8066.9%ManufacturingFTSLFirst Trust Senior Loan ETF$8,399,476$2,188,540 ▲35.2%183,0355.6%ManufacturingBUCKSimplify Treasury Option Income ETF$7,256,984$4,513,207 ▲164.5%306,9794.9%ETFFTCSFirst Trust Capital Strength ETF$7,164,313$1,136,034 ▼-13.7%78,8244.8%ETFBUFRFT Vest Laddered Buffer ETF$6,397,524$2,325,566 ▼-26.7%201,1804.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$6,337,737$1,042,688 ▼-14.1%148,9484.3%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$6,204,881$1,258,911 ▼-16.9%186,8944.2%ETFSPYINEOS S&P 500 High Income ETF$5,193,175$3,284,990 ▲172.2%103,2033.5%ETFLMBSFirst Trust Low Duration Opportunities ETF$5,086,341$3,727,258 ▼-42.3%103,2553.4%ManufacturingFTGSFirst Trust Growth Strength ETF$4,841,885$2,503,460 ▼-34.1%141,6173.3%ETFFTHIFirst Trust BuyWrite Income ETF$4,593,924$2,964,810 ▲182.0%201,0473.1%ETFAMLPAlerian MLP ETF$4,148,947$351,499 ▼-7.8%84,9152.8%ETFHIPSGraniteShares HIPS US High Income ETF$4,028,980$2,785,106 ▲223.9%332,8362.7%FinanceFIRST TR EXCH TRADED FD III$3,838,611$1,755,431 ▲84.3%187,1582.6%FT VEST SMIDCOWZPacer US Cash Cows 100 ETF$3,737,598$2,254,692 ▼-37.6%67,8332.5%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$3,634,211$2,001,757 ▲122.6%420,1402.4%Financial ServicesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,153,883$289,641 ▼-8.4%31,3712.1%ETFFTQIFirst Trust NASDAQ BuyWrite Income ETF$2,710,801$1,418,530 ▲109.8%138,5891.8%ETFNEOS ETF TRUST$2,672,794$1,327,295 ▲98.6%51,3901.8%NASDAQ 100 HIGHRDVIFT Vest Rising Dividend Achievers Target Income ETF$2,623,065$2,623,065 ▲New Holding106,1541.8%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,540,004$3,839,727 ▼-60.2%27,6901.7%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,539,278$1,077,945 ▼-29.8%71,9751.7%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$2,447,526$2,447,526 ▲New Holding16,2121.6%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$2,387,762$2,387,762 ▲New Holding57,0281.6%ETFTIDAL TR II$1,980,474$1,194,992 ▲152.1%139,1761.3%YIELDMAX SHORTFLOTiShares Floating Rate Bond ETF$1,730,190$326,528 ▼-15.9%33,9121.2%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$1,720,147$315,080 ▼-15.5%41,1421.2%ManufacturingFEXFirst Trust Large Cap Core AlphaDEX Fund$1,609,704$1,609,704 ▲New Holding14,6391.1%ETFFGDFirst Trust Dow Jones Global Select Dividend Index Fund$1,497,019$1,497,019 ▲New Holding54,3581.0%ETFIGLDFT Vest Gold Strategy Target Income ETF$1,440,176$408,322 ▲39.6%66,3371.0%ETFFICSFirst Trust International Developed Capital Strength ETF$1,412,598$1,412,598 ▲New Holding35,8940.9%ETFFMARFT Vest U.S. Equity Buffer ETF - March$1,361,880$66,722 ▼-4.7%30,3720.9%ETFFAPRFT Vest U.S. Equity Buffer ETF - April$1,345,988$64,930 ▼-4.6%31,9030.9%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$1,152,791$209,101 ▲22.2%11,5940.8%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$1,106,796$1,223,524 ▼-52.5%13,5970.7%ManufacturingFTLSFirst Trust Long/Short Equity ETF$1,030,654$258,426 ▼-20.0%15,5500.7%ETFBALTInnovator Defined Wealth Shield ETF$990,823$31,438 ▼-3.1%30,8860.7%ETFQMARFT Vest Nasdaq-100 Buffer ETF - March$856,502$208,346 ▼-19.6%27,6380.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$824,298$824,298 ▲New Holding3,4300.6%ETFUSOIETRACS Crude Oil Shares Covered Call ETN$600,651$327,404 ▲119.8%11,2020.4%ETFPROSHARES TR$592,383$592,383 ▲New Holding14,9290.4%SHORT S&P 500 NEPMAYInnovator U.S. Equity Power Buffer ETF - May$587,4180.0%15,5450.4%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$362,750$273,625 ▼-43.0%9,5160.2%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$360,5390.0%8,9110.2%ETFIOOiShares Global 100 ETF$321,597$164,734 ▼-33.9%2,9830.2%ETFETEnergy Transfer$317,2750.0%17,5000.2%EnergyRECSColumbia Research Enhanced Core ETF$300,942$18,947 ▼-5.9%8,1800.2%ETFACWIiShares MSCI ACWI ETF$243,826$5,273 ▲2.2%1,8960.2%ManufacturingBRK.BBerkshire Hathaway$242,8850.0%5000.2%FinanceSPYSPDR S&P 500 ETF Trust$234,783$386,156 ▼-62.2%3800.2%FinanceJPMJPMorgan Chase & Co.$231,928$231,928 ▲New Holding8000.2%FinanceUCONFirst Trust TCW Unconstrained Plus Bond ETF$216,518$149,290 ▼-40.8%8,6990.1%ETFDJANFT Vest U.S. Equity Deep Buffer ETF - January$210,555$210,555 ▲New Holding5,2200.1%ETFPBPInvesco S&P 500 BuyWrite ETF$0$3,395,469 ▼-100.0%00.0%ETFIWFiShares Russell 1000 Growth ETF$0$3,177,953 ▼-100.0%00.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$0$2,606,025 ▼-100.0%00.0%ManufacturingDNOVFT Vest U.S. Equity Deep Buffer ETF - November$0$2,428,587 ▼-100.0%00.0%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$0$2,415,670 ▼-100.0%00.0%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$0$1,246,585 ▼-100.0%00.0%ManufacturingDONWisdomTree U.S. MidCap Dividend Fund$0$1,065,027 ▼-100.0%00.0%FinanceFPEFirst Trust Preferred Securities and Income ETF$0$984,688 ▼-100.0%00.0%ETFXLGInvesco S&P 500 Top 50 ETF$0$955,099 ▼-100.0%00.0%ETFTBILUS Treasury 3 Month Bill ETF$0$802,010 ▼-100.0%00.0%ETFTIDAL TR II$0$361,276 ▼-100.0%00.0%YIELDMAX MAGNIFIShowing 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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