RiverTree Advisors, LLC

RIA/Wealth

RiverTree Advisors, LLC is a RIA/Wealth based in Winter Park, FL led by Theodore Spencer Rich, reporting $177.4M in AUM as of Q3 2025 with 92% ETF concentration.

PresidentTheodore Spencer Rich

Portfolio Value: $154.7M
Positions: 54
Top Holding: JAAA at 7.71%
Last Reported: Q3 2025

Address941 West Morse Boulevard, Suite 100, Winter Park, FL, 32789, United States

Top Holdings

Largest long holdings in RiverTree Advisors, LLC's portfolio (48.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Janus Henderson AAA CLO JAAA	ETF ETF	$11.9M	7.71%	+$163.0K Bought	— 235.1K shares	Q4 2022 Held for 2y 11m
2 First Trust Senior Loan Fund FTSL	ETF ETF	$8.5M	5.46%	+$64.2K Bought	— 184.4K shares	Q4 2023 Held for 1y 11m
3 First Trust Enhanced Short Maturity ETF FTSM	ETF ETF	$7.4M	4.76%	-$3.0M Sold	— 122.9K shares	Q4 2022 Held for 2y 11m
4 First Trust Capital Strength FTCS	ETF ETF	$7.4M	4.76%	-$18.2K Sold	— 78.6K shares	Q4 2020 Held for 4y 11m
5 BUCK Simplify Stable Income BUCK	ETF ETF	$7.3M	4.73%	+$524.7 Bought	— 307.0K shares	Q1 2025 Held for 8 months
6 LMBS First Trust Low Duration Opportunities LMBS	ETF ETF	$7.2M	4.64%	+$2.0M Bought	— 144.1K shares	Q3 2022 Held for 3y 2m
7 Amplify CWP Enhanced Dividend Income DIVO	ETF ETF	$6.6M	4.28%	-$21.1K Sold	— 148.5K shares	Q1 2021 Held for 4y 8m
8 FT Vest Laddered Nasdaq Buffer BUFQ	ETF ETF	$6.6M	4.24%	+$48.5K Bought	— 188.3K shares	Q4 2023 Held for 1y 11m
9 FT Vest Laddered Buffer BUFR	ETF ETF	$6.5M	4.23%	-$174.5K Sold	— 196.0K shares	Q4 2022 Held for 2y 11m
10 NEOS S&P 500 High Income SPYI	ETF ETF	$6.0M	3.87%	+$593.1K Bought	— 114.5K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in RiverTree Advisors, LLC's latest filing

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Market Value

$154.7M

Prior: $147.0M

Q/Q Change

+5.3%

+$7.8M

Net Flows % of MV

+0.939%

Turnover Ratio

11.42%

New Purchases

3 stocks

$6.9M

Added To

16 stocks

+$10.2M

Sold Out Of

6 stocks

$6.7M

Reduced Holdings

25 stocks

-$9.0M

Increased Positions

Position	Shares Δ	Change
1 Simplify High Yield PLUS Credit Hedge CDX	New	0 → 174.0K +$4.0M
2 TDVI FT Vest Technology Dividend Target Income TDVI	New	0 → 54.5K +$1.6M
3 Invesco Dorsey Wright Developed Markets Momentum PIZ	New	0 → 28.0K +$1.3M
4 SPDR S&P Emerging Markets Dividend EDIV	+376.08%	9.5K → 45.3K +$1.4M
5 Columbia Research Enhanced Core RECS	+75.73%	8.2K → 14.4K +$250.0K

Decreased Positions

Position	Shares Δ	Change
1 First Trust Morningstar Dividend Leaders Index Fund FDL	Sold	57.0K → 0 −$2.4M
2 First Trust Dow Jones Global Select Dividend Index Fund FGD	Sold	54.4K → 0 −$1.5M
3 First Trust International Developed Capital Strength FICS	Sold	35.9K → 0 −$1.4M
4 UBS AG USOI	Sold	11.2K → 0 −$600.7K
5 ProShares Short S&P 500 SH	Sold	14.9K → 0 −$592.4K