FIRST TR EXCHANGE-TRADED FD

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

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

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

Q4 2025
Shares 523,015 Value ($000) $20,042 Avg Close — Range —
Q3 2025
Shares 526,182 Value ($000) $20,005 Avg Close — Range —