FIRST TR EXCHANGE-TRADED FD

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 328,333 Value ($000) $22,809 Avg Close Range
Q3 2025
Shares 272,158 Value ($000) $18,305 Avg Close Range
Q2 2025
Shares 274,842 Value ($000) $17,244 Avg Close Range
Q1 2025
Shares 216,451 Value ($000) $12,671 Avg Close Range
Q4 2024
Shares 199,258 Value ($000) $11,784 Avg Close Range
Q3 2024
Shares 194,520 Value ($000) $11,518 Avg Close Range
Q2 2024
Shares 191,723 Value ($000) $10,497 Avg Close Range
Q1 2024
Shares 203,205 Value ($000) $11,414 Avg Close Range
Q4 2023
Shares 171,533 Value ($000) $8,863 Avg Close Range