FCVT — FIRST TR EXCHANGE-TRADED FD

Ownership history in RiverTree Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which RiverTree Advisors, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FCVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.17% (2021 Q2)
Avg. % of fund
0.69%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,438 +1,687 +10.7% 0.48% $750K $42.95
2025 Q3 REDUCED 15,751 -14,116 -47.3% 0.43% $674K $42.54
2021 Q2 INITIATED 29,867 — — 1.17% $1.5M $38.46
% of Fund (quarterly)    FCVT price (monthly, adj. close)

Other funds also holding FCVT

As of 2025 Q4 — sorted by position size

Proactive Wealth Strategies LLC 0.73% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 0.3% Private Advisory Group LLC 3Y 7Y 0.29% Tidemark, LLC 0.28% Concurrent Investment Advisors, LLC 0.17% TSA Wealth Managment LLC 0.1% Realta Investment Advisors 3Y 0.1% Concentrum Wealth Management 3Y 7Y 0.09% SkyOak Wealth, LLC 3Y 0.09% Elequin Capital, LP 3Y 0.06%
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