FIRST TR EXCHANGE-TRADED FD

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

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 4,845 Value ($000) $337 Avg Close — Range —
Q3 2025
Shares 4,845 Value ($000) $326 Avg Close — Range —
Q2 2025
Shares 4,845 Value ($000) $304 Avg Close — Range —
Q1 2025
Shares 4,845 Value ($000) $284 Avg Close — Range —
Q4 2024
Shares 4,845 Value ($000) $287 Avg Close — Range —
Q3 2024
Shares 4,845 Value ($000) $287 Avg Close — Range —
Q2 2024
Shares 4,845 Value ($000) $265 Avg Close — Range —
Q1 2024
Shares 4,845 Value ($000) $272 Avg Close — Range —
Q4 2023
Shares 4,828 Value ($000) $249 Avg Close — Range —
Q3 2023
Shares 4,828 Value ($000) $222 Avg Close — Range —
Q2 2023
Shares 4,828 Value ($000) $227 Avg Close — Range —
Q1 2023
Shares 4,828 Value ($000) $217 Avg Close — Range —
Q4 2022
Shares 4,828 Value ($000) $212 Avg Close — Range —