FIRST TR EXCHANGE-TRADED FD

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

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025
Shares 10,512 Value ($000) $403 Avg Close — Range —
Q3 2025
Shares 10,564 Value ($000) $402 Avg Close — Range —
Q2 2025
Shares 9,921 Value ($000) $350 Avg Close — Range —
Q1 2025
Shares 9,442 Value ($000) $316 Avg Close — Range —
Q4 2024
Shares 8,028 Value ($000) $288 Avg Close — Range —