RiverTree Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), RiverTree Advisors, LLC reported 55 stock positions worth $149.4 million. Its top holding was First Trust Enh Short Mat FD (FTSM) at 7.5% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 7.1%) and First Trust Low Duration Opp (LMBS, 5.9%). Compared with Q4 2024, it opened 13 new positions, sold out of 4, added to 10 and reduced 26. The biggest buy was a new position in Invesco S&P 500 Buywrite ETF (PBP) and the biggest sale Invesco S&P 500 Top 50 ETF (XLG, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER PARK, FL
- CIK
- 0001872501
- Portfolio Value
- $149.4M (Q1 2025)
- SEC Filing
- 0001085146-25-002180 ↗ filed Apr 17, 2025
Holdings Value
Holdings 55 stocks · $149.4M
| FTSM First Trust Enh Short Mat FD | 7.48% | 186,793 | $11.2M | Reduce -14.6% |
| JAAA Janus Henderson Aaa Clo ETF | 7.09% | 208,956 | $10.6M | Add +0.2% |
| LMBS First Trust Low Duration Opp | 5.89% | 178,920 | $8.8M | Reduce -21.0% |
| FTCS First Trust Capital Strength | 5.48% | 91,323 | $8.2M | Reduce -0.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.45% | 274,311 | $8.1M | Reduce -11.7% |
| DIVO Amplify CWP Enhan Divid ETF | 4.73% | 173,453 | $7.1M | Reduce -0.1% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.49% | 224,813 | $6.7M | Reduce -1.3% |
| FTGS First Trust Grwth Strgth ETF | 4.28% | 214,839 | $6.4M | Reduce -14.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.27% | 69,549 | $6.4M | Reduce -1.2% |
| FTSL First Trust Senior Loan ETF | 4.14% | 135,344 | $6.2M | Add +6.1% |
| COWZ Pacer US Cash Cows 100 ETF | 3.99% | 108,753 | $6.0M | Reduce -15.4% |
| AMLP Alerian MLP ETF | 3.20% | 92,109 | $4.8M | Add +0.9% |
| MINT PIMCO Enhanced Short Maturit | 2.31% | 34,252 | $3.4M | Reduce -0.1% |
| SDVY First Trust Smid Cap Rising | 2.30% | 102,529 | $3.4M | Reduce -35.5% |
| PBP Invesco S&P 500 Buywrite ETF | 2.27% | 153,156 | $3.4M | New |
| IWF iShares Russell 1000 Growth | 2.13% | 8,801 | $3.2M | Add +13.5% |
| BUCK Simplify Treasury Option Inc. | 1.92% | 116,065 | $2.9M | New |
| RDVY First Trust Rising Dividend | 1.74% | 44,517 | $2.6M | New |
| DNOV FT Vest US Equity Deep Buffe | 1.63% | 57,938 | $2.4M | No change |
| FNOV FT Vest US Equity Buffer ETF | 1.62% | 51,760 | $2.4M | No change |
| FLOT iShares Floating Rate Bond E | 1.38% | 40,312 | $2.1M | New |
| SDVD FT Vest Smid Rising Dividend | 1.36% | 101,569 | $2.0M | New |
| HYLS FT Tactical High Yield ETF | 1.34% | 48,678 | $2.0M | Add +3.2% |
| AIRR First Trust Rba American Ind | 1.31% | 28,628 | $2.0M | Reduce -3.7% |
| SPYI Neos S&P 500 High Income ETF | 1.22% | 37,921 | $1.8M | New |
| FTHI Fthi/First Trust Exchange-TR | 1.04% | 71,296 | $1.6M | Reduce -0.2% |
| ETW Eaton Vance T/M GLBL Buy-WR | 1.04% | 188,723 | $1.6M | New |
| FAPR FT Vest U.S. Equity Buffer E | 0.92% | 33,442 | $1.4M | Reduce -15.6% |
| FMAR FT Vest US Equity Buffer ETF | 0.90% | 31,860 | $1.3M | Reduce -15.1% |
| HIPS Graniteshares Hips US High I | 0.87% | 102,757 | $1.3M | New |
| QYLD Global X Nasd 100 Cov Call | 0.83% | 74,960 | $1.2M | New |
| FTLS First Trust Long/Short Eqty | 0.83% | 19,449 | $1.2M | Reduce -4.1% |
| FTQI First Trust Nasdaq Buywrite | 0.83% | 66,067 | $1.2M | New |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.82% | 25,870 | $1.2M | New |
| DON Wisdomtree US Midcap Dividen | 0.71% | 21,507 | $1.1M | New |
| BALT Inn Defined Wealth Shield | 0.67% | 31,866 | $1000K | Reduce -1.7% |
| IGLD FT Vest Gold Strategy Target | 0.67% | 47,529 | $997K | Reduce -1.0% |
| FPE FT-Preferred Secur & Inc. ETF | 0.66% | 55,980 | $985K | Add +8.2% |
| YQQQ Yieldmax N100 Short Opt Inc. | 0.65% | 55,199 | $977K | Add +341.9% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.65% | 34,361 | $972K | Reduce -21.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.64% | 20,754 | $955K | Reduce -75.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.63% | 9,491 | $944K | Add +11.1% |
| TBIL F/M US Treasury 3 Month Bill | 0.54% | 16,037 | $802K | Reduce -11.1% |
| EDIV State Street SPDR S&P Emergi | 0.40% | 16,694 | $596K | Reduce -52.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 1,005 | $562K | Add +164.5% |
| PMAY Innovator U.S. Equity Power | 0.37% | 15,545 | $557K | No change |
| IOO iShares Global 100 ETF | 0.29% | 4,511 | $434K | Reduce -71.6% |
| UCON First Trust Smith Unconstrai | 0.24% | 14,697 | $364K | Reduce -80.2% |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | 0.24% | 24,198 | $361K | Add +8.6% |
| PAUG Innovator U.S. Equity Power | 0.23% | 8,911 | $337K | No change |
| ET Energy Transfer LP | 0.22% | 17,500 | $325K | No change |
| USOI UBS AG Etr CR Oil Shar Cov filed as UBS AG JERSEY BRANCH | 0.21% | 5,096 | $313K | New |
| RECS Columbia Resear Enh Cor ETF | 0.19% | 8,695 | $289K | Reduce -81.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 500 | $266K | No change |
| ACWI iShares MSCI Acwi ETF | 0.14% | 1,855 | $216K | Reduce -80.2% |
Portfolio Sells Q4 2024 → Q1 2025
| XLG Invesco S&P 500 Top 50 ETF | Reduce -75.2% | 0.64% | −2.11 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −2.09 |
| SDVY First Trust Smid Cap Rising | Reduce -35.5% | 2.30% | −1.44 |
| LMBS First Trust Low Duration Opp | Reduce -21.0% | 5.89% | −1.35 |
| FSIG FT Ltd. Duration Inv Grade | Sold out | 0.00% | −1.28 |
| FTSM First Trust Enh Short Mat FD | Reduce -14.6% | 7.48% | −1.11 |
| UCON First Trust Smith Unconstrai | Reduce -80.2% | 0.24% | −0.96 |
| FTGS First Trust Grwth Strgth ETF | Reduce -14.9% | 4.28% | −0.93 |
| RECS Columbia Resear Enh Cor ETF | Reduce -81.2% | 0.19% | −0.86 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -15.4% | 3.99% | −0.78 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -11.7% | 5.45% | −0.77 |
| IOO iShares Global 100 ETF | Reduce -71.6% | 0.29% | −0.76 |
| FRI First Trust S&P REIT Index F | Sold out | 0.00% | −0.71 |
| ACWI iShares MSCI Acwi ETF | Reduce -80.2% | 0.14% | −0.58 |
| EDIV State Street SPDR S&P Emergi | Reduce -52.5% | 0.40% | −0.42 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -1.3% | 4.49% | −0.21 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -21.3% | 0.65% | −0.20 |
| AIRR First Trust Rba American Ind | Reduce -3.7% | 1.31% | −0.20 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -15.1% | 0.90% | −0.17 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -15.6% | 0.92% | −0.16 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −0.15 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -11.1% | 0.54% | −0.05 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -0.2% | 1.04% | −0.05 |
| FTLS First Trust Long/Short Eqty | Reduce -4.1% | 0.83% | −0.04 |
| BALT Inn Defined Wealth Shield | Reduce -1.7% | 0.67% | +0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -1.2% | 4.27% | +0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -0.1% | 2.31% | +0.05 |
| IGLD FT Vest Gold Strategy Target | Reduce -1.0% | 0.67% | +0.07 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.1% | 4.73% | +0.12 |
| FTCS First Trust Capital Strength | Reduce -0.5% | 5.48% | +0.19 |
Portfolio Buys Q4 2024 → Q1 2025
| PBP Invesco S&P 500 Buywrite ETF | New | 2.27% | +2.27 |
| BUCK Simplify Treasury Option Inc. | New | 1.92% | +1.92 |
| RDVY First Trust Rising Dividend | New | 1.74% | +1.74 |
| FLOT iShares Floating Rate Bond E | New | 1.38% | +1.38 |
| SDVD FT Vest Smid Rising Dividend | New | 1.36% | +1.36 |
| SPYI Neos S&P 500 High Income ETF | New | 1.22% | +1.22 |
| ETW Eaton Vance T/M GLBL Buy-WR | New | 1.04% | +1.04 |
| HIPS Graniteshares Hips US High I | New | 0.87% | +0.87 |
| QYLD Global X Nasd 100 Cov Call | New | 0.83% | +0.83 |
| FTQI First Trust Nasdaq Buywrite | New | 0.83% | +0.83 |
| QQQI Neos Nasdaq-100 High Inc. ETF | New | 0.82% | +0.82 |
| DON Wisdomtree US Midcap Dividen | New | 0.71% | +0.71 |
| YQQQ Yieldmax N100 Short Opt Inc. | Add +341.9% | 0.65% | +0.51 |
| AMLP Alerian MLP ETF | Add +0.9% | 3.20% | +0.31 |
| FTSL First Trust Senior Loan ETF | Add +6.1% | 4.14% | +0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +164.5% | 0.38% | +0.23 |
| USOI UBS AG Etr CR Oil Shar Cov | New | 0.21% | +0.21 |
| JAAA Janus Henderson Aaa Clo ETF | Add +0.2% | 7.09% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +13.5% | 2.13% | +0.08 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +11.1% | 0.63% | +0.08 |
| FPE FT-Preferred Secur & Inc. ETF | Add +8.2% | 0.66% | +0.06 |
| HYLS FT Tactical High Yield ETF | Add +3.2% | 1.34% | +0.06 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | Add +8.6% | 0.24% | −0.04 |
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 |