Equal-WT
WhaleScore 2.0
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Rivertree Advisors is based out of Winter Park. Rivertree Advisors is a large advisory firm with 92 clients and discretionary assets under management (AUM) of $160,226,014 (Form ADV from 2023-12-07). Their last reported 13F filing for Q4 2023 included $147,077,781 in managed 13F securities
and a top 10 holdings concentration of 66.89%. Rivertree Advisors's largest holding is First Trust Enhanced Short Maturity ETF- with shares held of 291,184. Whalewisdom has at least 13 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
BUFQ FT Cboe Vest Fund of | 5.94% |
FTGS First Trust Growth S | 5.37% |
FTSL First Trust Senior L | 4% |
SDVY First Trust SMID Cap | 3.85% |
AMLP Alerian MLP ETF- | 3.12% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BIL SPDR(R) Bloomberg 1- | 8.62% |
BAPR Innovator U.S. Equit | 5.58% |
FJUL FT Cboe Vest U.S. Eq | 5.1% |
KNG FT Cboe Vest S&P 500 | 4.88% |
BILS SPDR Bloomberg 3-12 | 3% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
FTSM First Trust Enhanced | 11.81% |
LMBS First Trust Low Dura | 7.73% |
BUFR FT Cboe Vest Fund of | 7.56% |
JAAA Janus Henderson AAA | 7.09% |
FTCS First Trust Capital | 6.61% |
2023-12-31
13F Activity
Market Value | $147m, Prior: $134m |
New Purchases | 10 stocks |
Added To | 11 stocks |
Sold out of | 3 stocks |
Reduced holdings in | 7 stocks |
Top 10 Holdings % | 66.89% |
Turnover %[1] | 44.83% |
Turnover Alt %[2] | 31.87% |
Time Held Top 20 | 3 quarters |
Time Held Top 10 | 4 quarters |
Time Held All | 2.86 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31