FIRST TR EXCHANGE-TRADED FD

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 103,777 Value ($000) $3,977 Avg Close — Range —
Q3 2025
Shares 110,360 Value ($000) $4,196 Avg Close — Range —
Q2 2025
Shares 97,649 Value ($000) $3,445 Avg Close — Range —
Q4 2024
Shares 62,360 Value ($000) $2,236 Avg Close — Range —
Q3 2024
Shares 47,976 Value ($000) $1,745 Avg Close — Range —
Q2 2024
Shares 26,157 Value ($000) $873 Avg Close — Range —
Q1 2024
Shares 20,416 Value ($000) $711 Avg Close — Range —
Q4 2023
Shares 19,249 Value ($000) $605 Avg Close — Range —
Q3 2023
Shares 6,152 Value ($000) $169 Avg Close — Range —
Q2 2023
Shares 8,105 Value ($000) $229 Avg Close — Range —
Q1 2023
Shares 8,340 Value ($000) $212 Avg Close — Range —
Q4 2022
Shares 7,734 Value ($000) $201 Avg Close — Range —
Q3 2022
Shares 8,723 Value ($000) $226 Avg Close — Range —
Q2 2022
Shares 6,396 Value ($000) $153 Avg Close — Range —
Q1 2022
Shares 7,642 Value ($000) $194 Avg Close — Range —