FIRST TR EXCHANGE-TRADED FD

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 189,188 Value ($000) $7,193 Avg Close — Range —
Q2 2025
Shares 191,104 Value ($000) $6,742 Avg Close — Range —
Q1 2025
Shares 508,709 Value ($000) $17,042 Avg Close — Range —
Q4 2024
Shares 341,914 Value ($000) $12,258 Avg Close — Range —
Q3 2024
Shares 340,793 Value ($000) $12,398 Avg Close — Range —