FIRST TR EXCHANGE-TRADED FD

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 67,426 Value ($000) $2,584 Avg Close Range
Q3 2025
Shares 66,772 Value ($000) $2,539 Avg Close Range
Q2 2025
Shares 60,912 Value ($000) $2,149 Avg Close Range
Q1 2025
Shares 62,784 Value ($000) $2,103 Avg Close Range
Q1 2023
Shares 93,186 Value ($000) $2,483 Avg Close Range
Q4 2022
Shares 103,987 Value ($000) $2,709 Avg Close Range