FIRST TR EXCHANGE-TRADED FD

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

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 3,774 Value ($000) $262 Avg Close Range
Q3 2025
Shares 3,665 Value ($000) $247 Avg Close Range
Q2 2025
Shares 3,655 Value ($000) $229 Avg Close Range
Q1 2025
Shares 5,054 Value ($000) $296 Avg Close Range
Q4 2024
Shares 4,063 Value ($000) $240 Avg Close Range