FIRST TR EXCHANGE-TRADED FD

Ticker: FTSM CUSIP: 33739Q408 Class: Com

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 33,274 Value ($000) $1,994 Avg Close — Range —
Q3 2025
Shares 37,306 Value ($000) $2,235 Avg Close — Range —
Q2 2025
Shares 32,484 Value ($000) $1,953 Avg Close — Range —
Q1 2025
Shares 44,141 Value ($000) $2,641 Avg Close — Range —
Q4 2024
Shares 33,135 Value ($000) $1,980 Avg Close — Range —
Q3 2024
Shares 32,305 Value ($000) $1,942 Avg Close — Range —
Q2 2024
Shares 32,684 Value ($000) $1,956 Avg Close — Range —
Q1 2024
Shares 27,196 Value ($000) $1,628 Avg Close — Range —
Q4 2023
Shares 7,748 Value ($000) $462 Avg Close — Range —