FIRST TR EXCHANGE-TRADED FD

Ticker: RDVY CUSIP: 33738R506 Class: RISNG DIVD ACHIV

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 4,555 Value ($000) $316 Avg Close Range
Q2 2025
Shares 1,633 Value ($000) $102 Avg Close Range
Q4 2024
Shares 2,634 Value ($000) $156 Avg Close Range