Read this manager's filing book
Disclosed positions
Milestones Private Investment Advisors LLC: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- FIRST TR EXCHANGE TRADED FD
- Ticker
- RDVY
- Class
- RISNG DIVD ACHIV
- Reported value
- $9,513,769
- Reported amount
- 117,367
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001726041-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $9,513,769 | 117,367 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $9,260,635 | 77,827 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $8,898,532 | 29,371 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $8,403,792 | 138,243 | SH | None |
| ISHARES TR | GARP | MSCI US GARP ETF | $8,193,830 | 99,259 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $6,754,103 | 212,996 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FDL | SHS | $6,374,947 | 131,010 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $5,623,601 | 8,574 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $4,283,494 | 49,566 | SH | None |
| FIRST TR EXCH TRADED FD III | FPE | PFD SECS INC ETF | $2,622,710 | 146,684 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCS | INVSCO BLSH 28 | $2,558,779 | 125,646 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCR | BULSHS 2027 CB | $2,543,926 | 129,693 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCU | INVSCO 30 CORP | $2,538,272 | 152,495 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCT | BULETSHS 2029 | $2,533,379 | 136,386 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSJU | BULLETSHS 2030 | $2,351,778 | 91,115 | SH | None |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | FST TR GLB FD | $2,234,032 | 82,589 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | DEED | SECUR PLUS ETF | $2,109,693 | 98,676 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $1,741,717 | 21,212 | SH | None |
| DOUBLELINE ETF TRUST | DMBS | MORTGAGE ETF | $1,613,130 | 32,861 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $1,550,517 | 19,523 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $1,473,147 | 13,462 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FCVT | SSI STRG ETF | $1,460,747 | 27,164 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $1,446,000 | 2,000 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,417,895 | 3,849 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,358,375 | 1,819 | SH | None |
| APPLE INC | AAPL | COM | $1,326,286 | 4,584 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,218,006 | 1,654 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,131,801 | 3,034 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $1,050,964 | 6,624 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $995,905 | 34,389 | SH | None |
| FIRST TR EXCH TRADED FD III | FMB | MANAGD MUN ETF | $983,990 | 19,156 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $879,858 | 3,875 | SH | None |
| ISHARES INC | ACWV | MSCI GBL MIN VOL | $864,454 | 7,190 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $849,990 | 1,135 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $840,526 | 1,609 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $781,808 | 8,105 | SH | None |
| MORGAN STANLEY ETF TRUST | EVSM | EATON VANCE SHRT | $765,320 | 15,212 | SH | None |
| FIRST TR EXCH TRADED FD III | FMHI | MUNI HI INCM ETF | $761,972 | 15,714 | SH | None |
| CORNING INC | GLW | COM | $755,817 | 2,959 | SH | None |
| FRANKLIN TEMPLETON ETF TR | FLMI | FRANKLIN DYN MUN | $751,476 | 29,856 | SH | None |
| PIMCO ETF TR | HYS | 0-5 HIGH YIELD | $736,376 | 7,874 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $610,030 | 5,104 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FXU | UTILITIES ALPH | $550,338 | 11,154 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $536,061 | 23,176 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $516,530 | 4,396 | SH | None |
| STRYKER CORPORATION | SYK | COM | $486,113 | 1,544 | SH | None |
| TRAVELERS COMPANIES INC | TRV | COM | $445,662 | 1,350 | SH | None |
| INVESCO ACTIVELY MANAGED EXC | GSY | ULTRA SHRT DUR | $444,730 | 8,868 | SH | None |
| PRINCIPAL EXCHANGE TRADED FD | YLD | ACTIVE HIGH YL | $425,751 | 22,314 | SH | None |
| SCHWAB STRATEGIC TR | SCHQ | LONG TERM US | $394,004 | 12,588 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.