RiverTree Advisors, LLC
CIK 1872501 · Holdings on Jun 30, 2024 · First reported Jul 23, 2024
Top ten holdings
Q2 2024- FTSM11.73%
- LMBS7.56%
- FTCS7.18%
- JAAA7.11%
- BUFR6.49%
- FTGS5.97%
- BUFQ5.90%
- COWZ4.89%
- DIVO4.79%
- FTSL3.93%
Share classes counted separately65.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FTLSWeight decreased · -1.11 pp3.66% → 2.55%Shares -28.77K (-32.54%)
- COWZWeight decreased · -0.65 pp5.54% → 4.89%Shares -10.63K (-7.49%)
- QMARWeight decreased · -0.63 pp2.54% → 1.91%Shares -43.20K (-30.23%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FTSMFIRST TRUST ENH SHORT MAT FDFIRST TR ENH NEW View history and evidence | $17.16M | 11.73% | 287.85K shares | 11.83% → 11.73%-0.10 pp -7.72K (-2.61%) | Reduced | ↗▾ |
| 02 | LMBSFIRST TRUST LOW DURATION OPPFST LOW OPPT EFT View history and evidence | $11.06M | 7.56% | 230.26K shares | 7.55% → 7.56%+0.01 pp -2.67K (-1.14%) | Reduced | ↗▾ |
| 03 | FTCSFIRST TRUST CAPITAL STRENGTHCAP STRENGTH ETF View history and evidence | $10.50M | 7.18% | 124.99K shares | 7.41% → 7.18%-0.23 pp -3.95K (-3.06%) | Reduced | ↗▾ |
| 04 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $10.40M | 7.11% | 204.38K shares | 7.04% → 7.11%+0.07 pp -2.35K (-1.14%) | Reduced | ↗▾ |
| 05 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $9.50M | 6.49% | 328.45K shares | 6.35% → 6.49%+0.14 pp -10.01K (-2.96%) | Reduced | ↗▾ |
| 06 | FTGSFIRST TRUST GRWTH STRGTH ETFGROWTH STRENGTH View history and evidence | $8.74M | 5.97% | 286.31K shares | 6.10% → 5.97%-0.13 pp -9.69K (-3.27%) | Reduced | ↗▾ |
| 07 | BUFQFT VST LAD NSDQ BUF ETF-USDIFT VEST LADDERED View history and evidence | $8.63M | 5.90% | 291.83K shares | 5.64% → 5.90%+0.26 pp -4.67K (-1.57%) | Reduced | ↗▾ |
| 08 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $7.15M | 4.89% | 131.31K shares | 5.54% → 4.89%-0.65 pp -10.63K (-7.49%) | Reduced | ↗▾ |
| 09 | DIVOAMPLIFY CWP ENHAN DIVID ETFCWP ENHANCED DIV View history and evidence | $7.01M | 4.79% | 181.14K shares | 4.52% → 4.79%+0.27 pp +8.09K (+4.68%) | Added | ↗▾ |
| 10 | FTSLFIRST TRUST SENIOR LOAN ETFSENIOR LN FD View history and evidence | $5.75M | 3.93% | 125.71K shares | 3.95% → 3.93%-0.02 pp -1.44K (-1.13%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1872501 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 23, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146317347
}Research all 31 reported holdings.
This page includes 30 of 31 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 31 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1872501","quarter":"2024Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1872501","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.