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RiverTree Advisors, LLC — 13F Holdings & Portfolio

CIK 1872501 · latest 13F-HR filed 2026-04-20

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$157.9M

Long-equity book

Holdings

60

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+5 / −6 / ↑18 / ↓16

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PIMCO ETF TR$4.7M +612.2%
  • FIRST TR EXCHANGE TRADED FD$1.4M +698.9%
  • FIRST TR EXCHANGE-TRADED FD$729.0K +106.8%
  • INVESCO EXCHANGE TRADED FD T$722.8K +48.0%
  • FIRST TR EXCHANGE-TRADED FD$716.8K +95.5%
Show all 18 →

Top Trims

  • FIRST TR EXCHANGE-TRADED FD-$1.6M -18.3%
  • PIMCO ETF TR-$1.5M -39.1%
  • FIRST TR EXCHANGE-TRADED FD-$671.8K -44.8%
  • FIRST TR EXCHANGE-TRADED FD-$595.3K -6.9%
  • SPDR SERIES TRUST-$584.5K -39.4%
Show all 16 →

New Positions

  • SIMPLIFY EXCHANGE TRADED FUN$3.2M
  • SIMPLIFY EXCHANGE TRADED FUN$3.1M
  • FIRST TR EXCHNG TRADED FD VI$2.5M
  • BLACKROCK ETF TRUST II$617.1K
  • FIRST TR EXCHNG TRADED FD VI$246.0K
Show all 5 →

Exited Positions

  • FIRST TR EXCHANGE-TRADED FD$8.3M
  • SIMPLIFY EXCHANGE TRADED FUN$2.9M
  • INVESCO EXCHANGE TRADED FD T$1.3M
  • ISHARES TR$706.4K
  • FIRST TR EXCHANGE-TRADED FD$694.1K
Show all 6 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 JANUS DETROIT STR TR JAAA 47103U845 $11.8M 7.44% 233,300 SH
2 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $8.0M 5.09% 134,529 SH
3 SIMPLIFY EXCHANGE TRADED FUN BUCK 82889N640 $7.3M 4.63% 311,262 SH
4 FIRST TR EXCHANGE-TRADED FD FTCS 33733E104 $7.3M 4.61% 78,469 SH
5 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $7.0M 4.41% 139,931 SH
6 FIRST TR EXCHNG TRADED FD VI BUFQ 33740U752 $6.7M 4.22% 188,585 SH
7 AMPLIFY ETF TR DIVO 032108409 $6.6M 4.19% 147,624 SH
8 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $6.6M 4.16% 194,417 SH
9 NEOS ETF TRUST SPYI 78433H303 $6.3M 3.99% 127,718 SH
10 PIMCO ETF TR PYLD 72201R585 $5.4M 3.43% 206,906 SH
11 FIRST TR EXCHANGE-TRADED FD FTGS 33733E823 $4.9M 3.08% 142,913 SH
12 FIRST TR EXCHANGE TRADED FD FTHI 33738R308 $4.9M 3.07% 211,386 SH
13 NEOS ETF TRUST QQQI 78433H675 $4.6M 2.94% 93,270 SH
14 PACER FDS TR COWZ 69374H881 $4.0M 2.56% 64,492 SH
15 FIRST TR EXCHANGE-TRADED FD RDVI 33738D879 $3.9M 2.48% 153,122 SH
16 EATON VANCE TAX-MANAGED GLOB ETW 27829C105 $3.9M 2.48% 445,503 SH
17 FIRST TR EXCH TRADED FD III SDVD 33738D820 $3.9M 2.45% 178,486 SH
18 SIMPLIFY EXCHANGE TRADED FUN AGGH 82889N723 $3.2M 2.02% 156,859 SH
19 SIMPLIFY EXCHANGE TRADED FUN SBAR 82889N335 $3.1M 1.97% 126,641 SH
20 FIRST TR EXCHANGE TRADED FD FTQI 33738R407 $3.1M 1.95% 154,916 SH
21 FIRST TR EXCHANGE-TRADED FD IGLD 33733E856 $2.9M 1.82% 112,491 SH
22 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $2.8M 1.80% 72,178 SH
23 FIRST TR EXCHNG TRADED FD VI UCON 33740F888 $2.5M 1.60% 102,124 SH
24 ALPS ETF TR AMLP 00162Q452 $2.5M 1.56% 46,709 SH
25 PIMCO ETF TR MINT 72201R833 $2.4M 1.49% 23,450 SH
26 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $2.3M 1.43% 20,433 SH
27 INVESCO EXCHANGE TRADED FD T PWB 46137V746 $2.2M 1.41% 17,710 SH
28 FIRST TR EXCHNG TRADED FD VI FMAR 33740F599 $1.6M 1.04% 33,784 SH
29 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $1.6M 1.02% 23,540 SH
30 INNOVATOR ETFS TRUST BALT 45783Y855 $1.6M 1.01% 47,571 SH
31 NEOS ETF TRUST CSHI 78433H501 $1.6M 1.01% 31,883 SH
32 FIRST TR EXCHANGE-TRADED FD FCVT 33739Q507 $1.5M 0.93% 33,212 SH
33 INVESCO EXCH TRADED FD TR II PCY 46138E784 $1.4M 0.91% 68,855 SH
34 FIRST TR EXCHANGE-TRADED FD HYLS 33738D408 $1.4M 0.89% 34,795 SH
35 FIDELITY COMWLTH TR ONEQ 315912808 $1.4M 0.86% 16,023 SH
36 FIRST TR EXCHNG TRADED FD VI FAPR 33740U885 $1.4M 0.86% 30,146 SH
37 ISHARES TR EEM 464287234 $1.3M 0.83% 22,994 SH
38 TIDAL TRUST II YMAG 88636J642 $1.2M 0.76% 100,330 SH
39 INVESCO EXCH TRADED FD TR II PIZ 46138E875 $1.0M 0.65% 20,871 SH
40 FIRST TR EXCH TRADED FD III FTLS 33739P103 $973.1K 0.62% 13,831 SH
41 SPDR SERIES TRUST BIL 78468R663 $898.8K 0.57% 9,808 SH
42 FIRST TR EXCHNG TRADED FD VI QMAR 33740F581 $882.9K 0.56% 26,262 SH
43 FIRST TR EXCHANGE-TRADED FD TDVI 33738D812 $826.6K 0.52% 31,121 SH
44 SPDR SERIES TRUST BILS 78468R523 $820.3K 0.52% 8,249 SH
45 ISHARES TR ACWI 464288257 $762.0K 0.48% 5,507 SH
46 INNOVATOR ETFS TRUST PMAY 45782C318 $620.9K 0.39% 15,545 SH
47 BLACKROCK ETF TRUST II BINC 092528603 $617.1K 0.39% 11,884 SH
48 FIRST TR EXCHANGE-TRADED ALP FTC 33735K108 $576.6K 0.37% 3,741 SH
49 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $525.3K 0.33% 9,579 SH
50 COLUMBIA ETF TR I RECS 19761L706 $499.2K 0.32% 12,806 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $157.9M 60 0001872501-26-000002
2025-12-31 2026-01-15 $156.9M 61 0001872501-26-000001