RiverTree Advisors, LLC
- SEC CIK
- 0001872501
- Latest filing
- Jul 22, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 55
- +9 vs. Q4 2024
- Portfolio value
- $149.4M
- −$2.81M (−1.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 186,793 | $11.2M | 7.5% | −31,996−14.6% | Reduced | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 208,956 | $10.6M | 7.1% | +504+0.2% | Added | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 178,920 | $8.80M | 5.9% | −47,496−21.0% | Reduced | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 91,323 | $8.19M | 5.5% | −424−0.5% | Reduced | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 274,311 | $8.14M | 5.5% | −36,248−11.7% | Reduced | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 173,453 | $7.07M | 4.7% | −97−0.1% | Reduced | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 224,813 | $6.71M | 4.5% | −3,034−1.3% | Reduced | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 214,839 | $6.39M | 4.3% | −37,589−14.9% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 69,549 | $6.38M | 4.3% | −815−1.2% | Reduced | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 135,344 | $6.18M | 4.1% | +7,750+6.1% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 108,753 | $5.96M | 4.0% | −19,745−15.4% | Reduced | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 92,109 | $4.78M | 3.2% | +813+0.9% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 34,252 | $3.45M | 2.3% | −39−0.1% | Reduced | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 102,529 | $3.43M | 2.3% | −56,363−35.5% | Reduced | – |
| Invesco Exchange Traded FD T46137V399 | S&P500 BUY WRT | 153,156 | $3.40M | 2.3% | +153,156 | New | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,801 | $3.18M | 2.1% | +1,045+13.5% | Added | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 116,065 | $2.86M | 1.9% | +116,065 | New | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 44,517 | $2.61M | 1.7% | +44,517 | New | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 57,938 | $2.43M | 1.6% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 51,760 | $2.42M | 1.6% | 00.0% | Unchanged | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 40,312 | $2.06M | 1.4% | +40,312 | New | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 101,569 | $2.03M | 1.4% | +101,569 | New | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 48,678 | $2.00M | 1.3% | +1,527+3.2% | Added | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 28,628 | $1.95M | 1.3% | −1,101−3.7% | Reduced | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 37,921 | $1.82M | 1.2% | +37,921 | New | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 71,296 | $1.56M | 1.0% | −124−0.2% | Reduced | – |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 188,723 | $1.56M | 1.0% | +188,723 | New | History |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 33,442 | $1.37M | 0.9% | −6,158−15.6% | Reduced | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 31,860 | $1.34M | 0.9% | −5,673−15.1% | Reduced | – |
| Graniteshares ETF Tr38747R306 | HIPS US HIGH INC | 102,757 | $1.31M | 0.9% | +102,757 | New | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 74,960 | $1.25M | 0.8% | +74,960 | New | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 19,449 | $1.25M | 0.8% | −829−4.1% | Reduced | – |
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 66,067 | $1.25M | 0.8% | +66,067 | New | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 25,870 | $1.23M | 0.8% | +25,870 | New | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 21,507 | $1.07M | 0.7% | +21,507 | New | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 31,866 | $1.00M | 0.7% | −539−1.7% | Reduced | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 47,529 | $996.7K | 0.7% | −459−1.0% | Reduced | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 55,980 | $984.7K | 0.7% | +4,242+8.2% | Added | – |
| Tidal Tr II88636J451 | YIELDMAX SHORT | 55,199 | $977.0K | 0.7% | +42,709+341.9% | Added | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 34,361 | $972.1K | 0.7% | −9,322−21.3% | Reduced | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 20,754 | $955.1K | 0.6% | −63,051−75.2% | Reduced | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 9,491 | $944.3K | 0.6% | +950+11.1% | Added | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 16,037 | $802.0K | 0.5% | −2,010−11.1% | Reduced | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 16,694 | $596.0K | 0.4% | −18,468−52.5% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,005 | $562.2K | 0.4% | +625+164.5% | Added | History |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 15,545 | $556.5K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,511 | $434.4K | 0.3% | −11,353−71.6% | Reduced | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 14,697 | $363.8K | 0.2% | −59,466−80.2% | Reduced | – |
| Tidal Trust II88636J642 | YIEL MAGN 7 ETFS | 24,198 | $361.3K | 0.2% | +1,925+8.6% | Added | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 8,911 | $336.7K | 0.2% | 00.0% | Unchanged | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 17,500 | $325.3K | 0.2% | 00.0% | Unchanged | History |
| USOICredit Suisse AG | XLINK CRD ETN37 | 5,096 | $312.6K | 0.2% | +5,096 | New | History |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 8,695 | $288.8K | 0.2% | −37,547−81.2% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 500 | $266.3K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 1,855 | $215.9K | 0.1% | −7,508−80.2% | Reduced | – |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD336917109 | SHS | 79,078 | $3.18M | 2.1% | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 103,659 | $1.96M | 1.3% | – |
| First Tr Exchange-Traded FD33734G108 | COM | 39,474 | $1.08M | 0.7% | – |
| ProShares Tr74349Y837 | SHORT QQQ | 5,930 | $221.8K | 0.1% | – |