FIRST TR EXCHANGE-TRADED FD

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

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q3 2025
Shares 669 Value ($000) $25 Avg Close — Range —
Q1 2025
Shares 114 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 325 Value ($000) $12 Avg Close — Range —
Q3 2024
Shares 675 Value ($000) $25 Avg Close — Range —