FIRST TR LRG CP VL ALPHADEX

Ticker: FTA CUSIP: 33735J101 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,812 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 2,777 Value ($000) $231 Avg Close — Range —
Q2 2025
Shares 2,695 Value ($000) $212 Avg Close — Range —