Rivertree Advisors, LLC Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Rivertree Advisors, LLCInvestment ActivityRivertree Advisors, LLC has $148.94 million in total holdings as of March 31, 2024.Rivertree Advisors, LLC owns shares of 28 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 7.49% of the portfolio was sold this quarter.This quarter, Rivertree Advisors, LLC has purchased 29 new stocks and bought additional shares in 6 stocks.Rivertree Advisors, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings First Trust Enhanced Short Maturity ETF $17,621,764First Trust Low Duration Opportunities ETF $11,238,583First Trust Capital Strength ETF $11,043,283Janus Henderson AAA CLO ETF $10,489,176FT Vest Fund of Buffer ETFs $9,463,398 Largest New Holdings this Quarter First Trust BuyWrite Income ETF $3,272,284 HoldingBerkshire Hathaway $210,260 Holding Largest Purchases this Quarter First Trust BuyWrite Income ETF 145,629 shares (about $3.27M)First Trust Long/Short Equity ETF 20,177 shares (about $1.24M)First Trust Capital Strength ETF 7,386 shares (about $632.61K)Pacer US Cash Cows 100 ETF 6,487 shares (about $376.96K)First Trust Enhanced Short Maturity ETF 4,384 shares (about $261.37K) Largest Sales this Quarter Amplify YieldShares CWP Dividend & Option Income ETF 68,239 shares (about $2.65M)FT Vest Fund of Buffer ETFs 79,763 shares (about $2.23M)Alerian MLP ETF 27,823 shares (about $1.32M)FT Vest Fund of Nasdaq-100 Buffer ETFs 27,009 shares (about $765.16K)SPDR Bloomberg 3-12 Month T-Bill ETF 4,186 shares (about $416.17K) 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$17,621,764$261,374 ▲1.5%295,56811.8%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$11,238,583$120,529 ▼-1.1%232,9247.5%ManufacturingFTCSFirst Trust Capital Strength ETF$11,043,283$632,611 ▲6.1%128,9357.4%ETFJAAAJanus Henderson AAA CLO ETF$10,489,176$26,030 ▼-0.2%206,7247.0%ETFBUFRFT Vest Fund of Buffer ETFs$9,463,398$2,230,174 ▼-19.1%338,4626.4%ETFFTGSFirst Trust Growth Strength ETF$9,090,314$189,235 ▲2.1%296,0056.1%ETFBUFQFT Vest Fund of Nasdaq-100 Buffer ETFs$8,399,845$765,165 ▼-8.3%296,5005.6%ETFCOWZPacer US Cash Cows 100 ETF$8,248,075$376,960 ▲4.8%141,9395.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$6,727,951$2,653,132 ▼-28.3%173,0444.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$6,188,071$165,012 ▲2.7%177,7164.2%ETFFTSLFirst Trust Senior Loan ETF$5,875,740$21,719 ▼-0.4%127,1533.9%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,693,379$51,175 ▼-0.9%56,6283.8%ETFFTLSFirst Trust Long/Short Equity ETF$5,451,977$1,244,114 ▲29.6%88,4203.7%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,916,257$83,997 ▼-1.7%53,5543.3%ETFFMARFT Vest U.S. Equity Buffer ETF - March$3,837,240$154,252 ▼-3.9%97,7892.6%ETFFAPRFT Vest U.S. Equity Buffer ETF - April$3,825,405$155,578 ▼-3.9%104,9922.6%ETFAMLPAlerian MLP ETF$3,801,356$1,320,480 ▼-25.8%80,0962.6%ETFQMARFT Vest Nasdaq-100 Buffer ETF - March$3,786,638$138,807 ▼-3.5%142,8922.5%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$3,468,572$218,890 ▼-5.9%51,5162.3%ManufacturingFTHIFirst Trust BuyWrite Income ETF$3,272,284$3,272,284 ▲New Holding145,6292.2%ETFFLOTiShares Floating Rate Bond ETF$1,961,317$23,385 ▼-1.2%38,4121.3%ETFBALTInnovator Defined Wealth Shield ETF$1,893,415$61,680 ▼-3.2%64,7101.3%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$930,969$416,172 ▼-30.9%9,3640.6%ETFQQQInvesco QQQ$565,669$53,725 ▼-8.7%1,2740.4%FinanceSPYSPDR S&P 500 ETF Trust$430,4870.0%8230.3%FinanceETEnergy Transfer$275,2750.0%17,5000.2%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$231,0210.0%1,3640.2%ETFBRK.BBerkshire Hathaway$210,260$210,260 ▲New Holding5000.1%FinanceBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$0$1,191,618 ▼-100.0%00.0%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$0$1,064,784 ▼-100.0%00.0%ETFTACKFairlead Tactical Sector Fund$0$402,695 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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