AI Portfolio Summary
In 2026 Q1, RiverTree Advisors, LLC maintained a portfolio of 66 distinct positions. The most significant new addition to the portfolio was SIMPLIFY EXCHANGE TR, which now represents 2.02% of the total fund value. They heavily accumulated shares in NEOS ETF TRUST, increasing their position by 14.7%. The fund also reduced its exposure to FIRST TR EXCHANGE-TR by 42.4%.
Total Positions
66
Quarter
2026 Q1
Top Holding
JAAA (7.4%)
Top 10 Concentration
46.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 66
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JAAA
JANUS DETROIT S...
|
ETF | 7.44% | 7.81% |
#1
Prev: #1
|
5.5 | -8,964 | -3.7% |
P
S
|
233,300 | $11,751,331 |
$42.39
+18.5%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 5.09% | 5.51% |
#2
Prev: #2
|
4.0 | -9,596 | -6.7% |
P
S
|
134,529 | $8,042,144 |
$52.28
+14.0%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
BUCK
SIMPLIFY EXCHAN...
|
Unknown | 4.63% | 4.76% |
#3
2
Prev: #5
|
3.4 | -3,742 | -1.2% |
P
S
|
311,262 | $7,316,213 |
$22.44
+4.2%
|
2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
FTCS
FIRST TR EXCHAN...
|
ETF | 4.61% | 4.64% |
#4
2
Prev: #6
|
2.8 | -142 | -0.2% |
P
S
|
78,469 | $7,278,784 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 4.41% | 5.44% |
#5
2
Prev: #3
|
2.8 | -30,781 | -18.0% |
P
S
|
139,931 | $6,969,963 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BUFQ
FIRST TR EXCHNG...
|
Unknown | 4.22% | 4.34% |
#6
1
Prev: #7
|
2.2 | -1,255 | -0.7% |
P
S
|
188,585 | $6,660,822 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DIVO
AMPLIFY ETF TR
|
ETF | 4.19% | 4.20% |
#7
2
Prev: #9
|
2.2 | -499 | -0.3% |
P
S
|
147,624 | $6,620,936 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 4.16% | 4.31% |
#8
Prev: #8
|
2.2 | -3,056 | -1.5% |
P
S
|
194,417 | $6,565,462 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPYI
NEOS ETF TRUST
|
ETF | 3.99% | 3.73% |
#9
1
Prev: #10
|
3.6 | 16,379 | 14.7% |
P
S
|
127,718 | $6,305,453 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 3.43% | 0.49% |
#10
32
Prev: #42
|
4.4 | 178,376 | 625.2% |
P
S
|
206,906 | $5,420,937 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FTGS
FIRST TR EXCHAN...
|
Warrant | 3.08% | 3.25% |
#11
Prev: #11
|
1.7 | -1,344 | -0.9% |
P
S
|
142,913 | $4,865,559 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FTHI
FIRST TR EXCHAN...
|
ETF | 3.07% | 2.95% |
#12
Prev: #12
|
3.2 | 15,755 | 8.1% |
P
S
|
211,386 | $4,851,303 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
QQQI
NEOS ETF TRUST
|
ETF | 2.94% | 2.75% |
#13
Prev: #13
|
3.2 | 13,207 | 16.5% |
P
S
|
93,270 | $4,634,565 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COWZ
PACER FDS TR
|
ETF | 2.56% | 2.50% |
#14
Prev: #14
|
1.5 | -745 | -1.1% |
P
S
|
64,492 | $4,034,620 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
RDVI
FIRST TR EXCHAN...
|
Unknown | 2.48% | 2.18% |
#15
3
Prev: #18
|
3.0 | 22,742 | 17.4% |
P
S
|
153,122 | $3,912,261 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ETW
EATON VANCE TAX...
|
Financial Services | 2.48% | 2.43% |
#16
Prev: #16
|
3.0 | 32,907 | 8.0% |
P
S
|
445,503 | $3,911,514 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SDVD
FIRST TR EXCH T...
|
Unknown | 2.45% | 2.28% |
#17
Prev: #17
|
3.0 | 12,120 | 7.3% |
P
S
|
178,486 | $3,873,146 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AGGH
SIMPLIFY EXCHAN...
|
Bond/Debt | 2.02% | — |
#18
Prev: #—
|
4.3 | 156,859 | no change |
NEW
|
156,859 | $3,192,081 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SBAR
SIMPLIFY EXCHAN...
|
Unknown | 1.97% | — |
#19
Prev: #—
|
4.3 | 126,641 | no change |
NEW
|
126,641 | $3,107,770 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FTQI
FIRST TR EXCHAN...
|
Unknown | 1.95% | 1.78% |
#20
1
Prev: #21
|
2.8 | 20,924 | 15.6% |
P
S
|
154,916 | $3,085,935 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IGLD
FIRST TR EXCHAN...
|
ETF | 1.82% | 1.73% |
#21
1
Prev: #22
|
1.2 | 4,153 | 3.8% |
P
S
|
112,491 | $2,871,895 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 1.80% | 1.79% |
#22
2
Prev: #20
|
1.2 | -909 | -1.2% |
P
S
|
72,178 | $2,845,979 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 1.60% | — |
#23
Prev: #—
|
4.1 | 102,124 | no change |
NEW
|
102,124 | $2,529,613 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMLP
ALPS ETF TR
|
ETF | 1.56% | 1.41% |
#24
1
Prev: #23
|
1.1 | -419 | -0.9% |
P
S
|
46,709 | $2,458,762 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MINT
PIMCO ETF TR
|
ETF | 1.49% | 2.47% |
#25
10
Prev: #15
|
0.6 | -15,137 | -39.2% |
P
S
|
23,450 | $2,358,367 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AIRR
FIRST TR EXCHAN...
|
ETF | 1.43% | 1.19% |
#26
2
Prev: #24
|
2.6 | 1,511 | 8.0% |
P
S
|
20,433 | $2,263,568 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PWB
INVESCO EXCHANG...
|
Warrant | 1.41% | 0.96% |
#27
Prev: #27
|
3.1 | 5,851 | 49.3% |
P
S
|
17,710 | $2,230,220 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FMAR
FIRST TR EXCHNG...
|
ETF | 1.04% | 0.87% |
#28
3
Prev: #31
|
2.4 | 4,926 | 17.1% |
P
S
|
33,784 | $1,638,186 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 1.02% | 0.13% |
#29
32
Prev: #61
|
3.4 | 20,644 | 712.8% |
P
S
|
23,540 | $1,607,311 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BALT
INNOVATOR ETFS ...
|
ETF | 1.01% | 1.02% |
#30
4
Prev: #26
|
0.9 | -293 | -0.6% |
P
S
|
47,571 | $1,591,964 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CSHI
NEOS ETF TRUST
|
ETF | 1.01% | 1.11% |
#31
6
Prev: #25
|
0.9 | -3,018 | -8.6% |
P
S
|
31,883 | $1,587,136 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FCVT
FIRST TR EXCHAN...
|
ETF | 0.93% | 0.48% |
#32
11
Prev: #43
|
3.4 | 15,774 | 90.5% |
P
S
|
33,212 | $1,467,223 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PCY
INVESCO EXCH TR...
|
ETF | 0.91% | 0.47% |
#33
11
Prev: #44
|
3.4 | 34,987 | 103.3% |
P
S
|
68,855 | $1,439,070 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HYLS
FIRST TR EXCHAN...
|
ETF | 0.89% | 0.44% |
#34
13
Prev: #47
|
3.4 | 18,487 | 113.4% |
P
S
|
34,795 | $1,411,633 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ONEQ
FIDELITY COMWLT...
|
ETF | 0.86% | 0.94% |
#35
5
Prev: #30
|
0.8 | -122 | -0.8% |
P
S
|
16,023 | $1,360,513 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FAPR
FIRST TR EXCHNG...
|
ETF | 0.86% | 0.86% |
#36
4
Prev: #32
|
0.8 | -202 | -0.7% |
P
S
|
30,146 | $1,353,727 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EEM
ISHARES TR
|
ETF | 0.83% | 0.51% |
#37
4
Prev: #41
|
3.3 | 8,452 | 58.1% |
P
S
|
22,994 | $1,305,829 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
YMAG
TIDAL TRUST II
|
Unknown | 0.76% | 0.77% |
#38
3
Prev: #35
|
2.3 | 15,272 | 18.0% |
P
S
|
100,330 | $1,198,944 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PIZ
INVESCO EXCH TR...
|
ETF | 0.65% | 0.86% |
#39
6
Prev: #33
|
0.3 | -6,527 | -23.8% |
P
S
|
20,871 | $1,033,532 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FTLS
FIRST TR EXCH T...
|
ETF | 0.62% | 0.52% |
#40
1
Prev: #39
|
2.7 | 2,429 | 21.3% |
P
S
|
13,831 | $973,149 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.57% | 0.95% |
#41
12
Prev: #29
|
0.2 | -6,424 | -39.6% |
P
S
|
9,808 | $898,805 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
QMAR
FIRST TR EXCHNG...
|
ETF | 0.56% | 0.56% |
#42
5
Prev: #37
|
0.7 | -283 | -1.1% |
P
S
|
26,262 | $882,928 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TDVI
FIRST TR EXCHAN...
|
Unknown | 0.52% | 0.96% |
#43
15
Prev: #28
|
0.2 | -22,893 | -42.4% |
P
S
|
31,121 | $826,574 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BILS
SPDR SERIES TRU...
|
ETF | 0.52% | 0.61% |
#44
8
Prev: #36
|
0.7 | -1,419 | -14.7% |
P
S
|
8,249 | $820,281 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ACWI
ISHARES TR
|
ETF | 0.48% | 0.53% |
#45
7
Prev: #38
|
0.7 | -332 | -5.7% |
P
S
|
5,507 | $762,004 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PMAY
INNOVATOR ETFS ...
|
ETF | 0.39% | 0.39% |
#46
3
Prev: #49
|
1.2 | no change | no change |
P
S
|
15,545 | $620,867 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 0.39% | — |
#47
Prev: #—
|
3.7 | 11,884 | no change |
NEW
|
11,884 | $617,136 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FTC
FIRST TR EXCHAN...
|
ETF | 0.37% | 0.43% |
#48
Prev: #48
|
0.6 | -456 | -10.9% |
P
S
|
3,741 | $576,647 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 0.33% | 0.35% |
#49
2
Prev: #51
|
0.6 | -198 | -2.0% |
P
S
|
9,579 | $525,312 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
RECS
COLUMBIA ETF TR...
|
ETF | 0.32% | 0.37% |
#50
Prev: #50
|
0.6 | -1,317 | -9.3% |
P
S
|
12,806 | $499,178 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 66 holdings