RiverTree Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), RiverTree Advisors, LLC reported 46 stock positions worth $152.2 million. Its top holding was First Trust Enh Short Mat FD (FTSM) at 8.6% of the portfolio, followed by First Trust Low Duration Opp (LMBS, 7.2%) and Janus Henderson Aaa Clo ETF (JAAA, 6.9%). Compared with Q3 2024, it opened 14 new positions, sold out of 2, added to 9 and reduced 18. The biggest buy was Invesco S&P 500 Top 50 ETF (XLG, shares +1049%) and the biggest sale First Trust Enh Short Mat FD (FTSM, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER PARK, FL
- CIK
- 0001872501
- Portfolio Value
- $152.2M (Q4 2024)
- SEC Filing
- 0001085146-25-000242 ↗ filed Jan 16, 2025
Holdings Value
Holdings 46 stocks · $152.2M
| FTSM First Trust Enh Short Mat FD | 8.59% | 218,789 | $13.1M | Reduce -23.7% |
| LMBS First Trust Low Duration Opp | 7.24% | 226,416 | $11.0M | Reduce -1.7% |
| JAAA Janus Henderson Aaa Clo ETF | 6.94% | 208,452 | $10.6M | Reduce -0.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.22% | 310,559 | $9.5M | Reduce -1.5% |
| FTCS First Trust Capital Strength | 5.29% | 91,747 | $8.1M | Reduce -20.7% |
| FTGS First Trust Grwth Strgth ETF | 5.21% | 252,428 | $7.9M | Reduce -5.4% |
| COWZ Pacer US Cash Cows 100 ETF | 4.77% | 128,498 | $7.3M | Add +7.5% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.70% | 227,847 | $7.2M | Reduce -14.0% |
| DIVO Amplify CWP Enhan Divid ETF | 4.62% | 173,550 | $7.0M | Add +0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.23% | 70,364 | $6.4M | Add +48.9% |
| FTSL First Trust Senior Loan ETF | 3.88% | 127,594 | $5.9M | Reduce -0.6% |
| SDVY First Trust Smid Cap Rising | 3.74% | 158,892 | $5.7M | Add +2.7% |
| AMLP Alerian MLP ETF | 2.89% | 91,296 | $4.4M | Reduce -1.1% |
| XLG Invesco S&P 500 Top 50 ETF | 2.75% | 83,805 | $4.2M | Add +1049.3% |
| MINT PIMCO Enhanced Short Maturit | 2.26% | 34,291 | $3.4M | Reduce -37.3% |
| FDL First Trust Morn DVD Lead Inc. | 2.09% | 79,078 | $3.2M | Add +855.2% |
| IWF iShares Russell 1000 Growth | 2.05% | 7,756 | $3.1M | New |
| DNOV FT Vest US Equity Deep Buffe | 1.63% | 57,938 | $2.5M | New |
| FNOV FT Vest US Equity Buffer ETF | 1.63% | 51,760 | $2.5M | New |
| AIRR First Trust Rba American Ind | 1.50% | 29,729 | $2.3M | Reduce -25.8% |
| FSIG FT Ltd. Duration Inv Grade | 1.28% | 103,659 | $2.0M | New |
| HYLS FT Tactical High Yield ETF | 1.28% | 47,151 | $1.9M | New |
| UCON First Trust Smith Unconstrai | 1.20% | 74,163 | $1.8M | New |
| FTHI Fthi/First Trust Exchange-TR | 1.09% | 71,420 | $1.7M | Reduce -41.1% |
| FAPR FT Vest U.S. Equity Buffer E | 1.07% | 39,600 | $1.6M | Reduce -57.5% |
| FMAR FT Vest US Equity Buffer ETF | 1.07% | 37,533 | $1.6M | Reduce -57.5% |
| RECS Columbia Resear Enh Cor ETF | 1.05% | 46,242 | $1.6M | New |
| IOO iShares Global 100 ETF | 1.05% | 15,864 | $1.6M | Add +28.4% |
| FTLS First Trust Long/Short Eqty | 0.88% | 20,278 | $1.3M | Reduce -60.2% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.85% | 43,683 | $1.3M | Reduce -54.0% |
| EDIV State Street SPDR S&P Emergi | 0.81% | 35,162 | $1.2M | Add +85.5% |
| ACWI iShares MSCI Acwi ETF | 0.72% | 9,363 | $1.1M | New |
| FRI First Trust S&P REIT Index F | 0.71% | 39,474 | $1.1M | New |
| BALT Inn Defined Wealth Shield | 0.67% | 32,405 | $1.0M | Reduce -46.3% |
| FPE FT-Preferred Secur & Inc. ETF | 0.60% | 51,738 | $916K | New |
| IGLD FT Vest Gold Strategy Target | 0.60% | 47,988 | $906K | New |
| TBIL F/M US Treasury 3 Month Bill | 0.59% | 18,047 | $900K | Reduce -42.5% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.56% | 8,541 | $847K | Add +6.8% |
| PMAY Innovator U.S. Equity Power | 0.37% | 15,545 | $558K | No change |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | 0.28% | 22,273 | $429K | New |
| PAUG Innovator U.S. Equity Power | 0.23% | 8,911 | $343K | No change |
| ET Energy Transfer LP | 0.23% | 17,500 | $343K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 500 | $227K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 380 | $223K | No change |
| PSQ Proshares Short QQQ | 0.15% | 5,930 | $222K | New |
| YQQQ Yieldmax N100 Short Opt Inc. | 0.14% | 12,490 | $219K | New |
Portfolio Sells Q3 2024 → Q4 2024
| FTSM First Trust Enh Short Mat FD | Reduce -23.7% | 8.59% | −3.06 |
| FTCS First Trust Capital Strength | Reduce -20.7% | 5.29% | −1.83 |
| FTQI First Trust Nasdaq Buywrite | Sold out | 0.00% | −1.73 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -57.5% | 1.07% | −1.48 |
| MINT PIMCO Enhanced Short Maturit | Reduce -37.3% | 2.26% | −1.48 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -57.5% | 1.07% | −1.46 |
| FTLS First Trust Long/Short Eqty | Reduce -60.2% | 0.88% | −1.32 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −1.31 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -54.0% | 0.85% | −0.99 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -41.1% | 1.09% | −0.80 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -14.0% | 4.70% | −0.75 |
| BALT Inn Defined Wealth Shield | Reduce -46.3% | 0.67% | −0.59 |
| AIRR First Trust Rba American Ind | Reduce -25.8% | 1.50% | −0.53 |
| LMBS First Trust Low Duration Opp | Reduce -1.7% | 7.24% | −0.48 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -42.5% | 0.59% | −0.47 |
| FTGS First Trust Grwth Strgth ETF | Reduce -5.4% | 5.21% | −0.44 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.4% | 6.94% | −0.28 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.5% | 6.22% | −0.17 |
| FTSL First Trust Senior Loan ETF | Reduce -0.6% | 3.88% | −0.12 |
| AMLP Alerian MLP ETF | Reduce -1.1% | 2.89% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| XLG Invesco S&P 500 Top 50 ETF | Add +1049.3% | 2.75% | +2.52 |
| IWF iShares Russell 1000 Growth | New | 2.05% | +2.05 |
| FDL First Trust Morn DVD Lead Inc. | Add +855.2% | 2.09% | +1.86 |
| DNOV FT Vest US Equity Deep Buffe | New | 1.63% | +1.63 |
| FNOV FT Vest US Equity Buffer ETF | New | 1.63% | +1.63 |
| FSIG FT Ltd. Duration Inv Grade | New | 1.28% | +1.28 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +48.9% | 4.23% | +1.28 |
| HYLS FT Tactical High Yield ETF | New | 1.28% | +1.28 |
| UCON First Trust Smith Unconstrai | New | 1.20% | +1.20 |
| RECS Columbia Resear Enh Cor ETF | New | 1.05% | +1.05 |
| ACWI iShares MSCI Acwi ETF | New | 0.72% | +0.72 |
| FRI First Trust S&P REIT Index F | New | 0.71% | +0.71 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.60% | +0.60 |
| IGLD FT Vest Gold Strategy Target | New | 0.60% | +0.60 |
| EDIV State Street SPDR S&P Emergi | Add +85.5% | 0.81% | +0.33 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | New | 0.28% | +0.28 |
| IOO iShares Global 100 ETF | Add +28.4% | 1.05% | +0.22 |
| PSQ Proshares Short QQQ | New | 0.15% | +0.15 |
| YQQQ Yieldmax N100 Short Opt Inc. | New | 0.14% | +0.14 |
| COWZ Pacer US Cash Cows 100 ETF | Add +7.5% | 4.77% | +0.08 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +6.8% | 0.56% | +0.02 |
| SDVY First Trust Smid Cap Rising | Add +2.7% | 3.74% | −0.07 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.3% | 4.62% | −0.22 |
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 |