RiverTree Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), RiverTree Advisors, LLC reported 28 stock positions worth $148.9 million. Its top holding was First Trust Enh Short Mat FD (FTSM) at 11.8% of the portfolio, followed by First Trust Low Duration Opp (LMBS, 7.5%) and First Trust Capital Strength (FTCS, 7.4%). Compared with Q4 2023, it opened 2 new positions, sold out of 3, added to 6 and reduced 17. The biggest buy was a new position in Fthi/First Trust Exchange-TR (FTHI) and the biggest sale Amplify CWP Enhan Divid ETF (DIVO, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER PARK, FL
- CIK
- 0001872501
- Portfolio Value
- $148.9M (Q1 2024)
- SEC Filing
- 0001085146-24-001825 ↗ filed Apr 16, 2024
Holdings Value
Holdings 28 stocks · $148.9M
| FTSM First Trust Enh Short Mat FD | 11.83% | 295,568 | $17.6M | Add +1.5% |
| LMBS First Trust Low Duration Opp | 7.55% | 232,924 | $11.2M | Reduce -1.1% |
| FTCS First Trust Capital Strength | 7.41% | 128,935 | $11.0M | Add +6.1% |
| JAAA Janus Henderson Aaa Clo ETF | 7.04% | 206,724 | $10.5M | Reduce -0.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.35% | 338,462 | $9.5M | Reduce -19.1% |
| FTGS First Trust Grwth Strgth ETF | 6.10% | 296,005 | $9.1M | Add +2.1% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 5.64% | 296,500 | $8.4M | Reduce -8.3% |
| COWZ Pacer US Cash Cows 100 ETF | 5.54% | 141,939 | $8.2M | Add +4.8% |
| DIVO Amplify CWP Enhan Divid ETF | 4.52% | 173,044 | $6.7M | Reduce -28.3% |
| SDVY First Trust Smid Cap Rising | 4.15% | 177,716 | $6.2M | Add +2.7% |
| FTSL First Trust Senior Loan ETF | 3.95% | 127,153 | $5.9M | Reduce -0.4% |
| MINT PIMCO Enhanced Short Maturit | 3.82% | 56,628 | $5.7M | Reduce -0.9% |
| FTLS First Trust Long/Short Eqty | 3.66% | 88,420 | $5.5M | Add +29.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.30% | 53,554 | $4.9M | Reduce -1.7% |
| FMAR FT Vest US Equity Buffer ETF | 2.58% | 97,789 | $3.8M | Reduce -3.9% |
| FAPR FT Vest U.S. Equity Buffer E | 2.57% | 104,992 | $3.8M | Reduce -3.9% |
| AMLP Alerian MLP ETF | 2.55% | 80,096 | $3.8M | Reduce -25.8% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 2.54% | 142,892 | $3.8M | Reduce -3.5% |
| AIRR First Trust Rba American Ind | 2.33% | 51,516 | $3.5M | Reduce -5.9% |
| FTHI Fthi/First Trust Exchange-TR | 2.20% | 145,629 | $3.3M | New |
| FLOT iShares Floating Rate Bond E | 1.32% | 38,412 | $2.0M | Reduce -1.2% |
| BALT Inn Defined Wealth Shield | 1.27% | 64,710 | $1.9M | Reduce -3.1% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.63% | 9,364 | $931K | Reduce -30.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 1,274 | $566K | Reduce -8.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 823 | $430K | No change |
| ET Energy Transfer LP | 0.18% | 17,500 | $275K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 1,364 | $231K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 500 | $210K | New |
Portfolio Sells Q4 2023 → Q1 2024
| DIVO Amplify CWP Enhan Divid ETF | Reduce -28.3% | 4.52% | −1.48 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -19.1% | 6.35% | −1.20 |
| BUFF Innovator Laddered Allocatio | Sold out | 0.00% | −0.81 |
| FNY First Trust Mid Cap Growth | Sold out | 0.00% | −0.72 |
| AMLP Alerian MLP ETF | Reduce -25.8% | 2.55% | −0.57 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -8.3% | 5.64% | −0.30 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -30.9% | 0.63% | −0.29 |
| TACK Fairlead Tactical Sector ETF | Sold out | 0.00% | −0.27 |
| LMBS First Trust Low Duration Opp | Reduce -1.1% | 7.55% | −0.19 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.7% | 3.30% | −0.08 |
| MINT PIMCO Enhanced Short Maturit | Reduce -0.9% | 3.82% | −0.05 |
| FTSL First Trust Senior Loan ETF | Reduce -0.4% | 3.95% | −0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.3% | 7.04% | −0.04 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -3.5% | 2.54% | −0.04 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -3.9% | 2.58% | −0.03 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -3.9% | 2.57% | −0.03 |
| BALT Inn Defined Wealth Shield | Reduce -3.1% | 1.27% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -1.2% | 1.32% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.7% | 0.38% | −0.01 |
| AIRR First Trust Rba American Ind | Reduce -5.9% | 2.33% | +0.18 |
Portfolio Buys Q4 2023 → Q1 2024
| FTHI Fthi/First Trust Exchange-TR | New | 2.20% | +2.20 |
| FTLS First Trust Long/Short Eqty | Add +29.6% | 3.66% | +1.05 |
| FTCS First Trust Capital Strength | Add +6.1% | 7.41% | +0.80 |
| COWZ Pacer US Cash Cows 100 ETF | Add +4.8% | 5.54% | +0.75 |
| FTGS First Trust Grwth Strgth ETF | Add +2.1% | 6.10% | +0.74 |
| SDVY First Trust Smid Cap Rising | Add +2.7% | 4.15% | +0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.14% | +0.14 |
| FTSM First Trust Enh Short Mat FD | Add +1.5% | 11.83% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $169.3M | JAAA, BUCK, FTCS, SPYI, BUFQ |
| Q1 2026 | 60 | $157.9M | JAAA, FTSM, BUCK, FTCS, LMBS |
| Q4 2025 | 61 | $156.9M | JAAA, FTSM, LMBS, FTSL, BUCK |
| Q3 2025 | 55 | $156.0M | JAAA, FTSL, FTSM, FTCS, BUCK |
| Q2 2025 | 54 | $148.9M | JAAA, FTSM, FTSL, BUCK, FTCS |
| Q1 2025 | 55 | $149.4M | FTSM, JAAA, LMBS, FTCS, BUFR |
| Q4 2024 | 46 | $152.2M | FTSM, LMBS, JAAA, BUFR, FTCS |
| Q3 2024 | 34 | $147.5M | FTSM, LMBS, JAAA, FTCS, BUFR |
| Q2 2024 | 31 | $146.3M | FTSM, LMBS, FTCS, JAAA, BUFR |
| Q1 2024 | 28 | $148.9M | FTSM, LMBS, FTCS, JAAA, BUFR |