FIRST TR EXCHANGE-TRADED FD

Ticker: SDVY CUSIP: 33741X102 Class: SMID RISNG ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 8,361 Value ($000) $320 Avg Close — Range —
Q3 2025
Shares 6,428 Value ($000) $244 Avg Close — Range —
Q2 2025
Shares 9,390 Value ($000) $331 Avg Close — Range —
Q1 2025
Shares 7,120 Value ($000) $239 Avg Close — Range —
Q4 2024
Shares 6,972 Value ($000) $250 Avg Close — Range —