FIRST TR EXCHANGE-TRADED FD

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

MARSHALL INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002022427)

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

Q4 2025
Shares 66,969 Value ($000) $4,652 Avg Close Range
Q3 2025
Shares 69,625 Value ($000) $4,683 Avg Close Range
Q2 2025
Shares 5,256 Value ($000) $330 Avg Close Range
Q1 2025
Shares 135,196 Value ($000) $7,914 Avg Close Range
Q4 2024
Shares 114,021 Value ($000) $6,751 Avg Close Range