FIRST TR EXCHANGE-TRADED FD

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 84,455 Value ($000) $3,236 Avg Close Range
Q3 2025
Shares 84,746 Value ($000) $3,222 Avg Close Range
Q2 2025
Shares 82,343 Value ($000) $2,905 Avg Close Range
Q1 2025
Shares 83,012 Value ($000) $2,781 Avg Close Range
Q4 2024
Shares 82,199 Value ($000) $2,947 Avg Close Range
Q3 2024
Shares 76,951 Value ($000) $2,799 Avg Close Range
Q2 2024
Shares 76,264 Value ($000) $2,546 Avg Close Range
Q1 2024
Shares 724 Value ($000) $25 Avg Close Range
Q4 2023
Shares 76,433 Value ($000) $2,438 Avg Close Range
Q3 2023
Shares 74,964 Value ($000) $2,116 Avg Close Range
Q2 2023
Shares 68,053 Value ($000) $1,927 Avg Close Range
Q1 2023
Shares 59,960 Value ($000) $1,598 Avg Close Range
Q4 2022
Shares 102 Value ($000) $0 Avg Close Range
Q3 2022
Shares 33,433 Value ($000) $773 Avg Close Range
Q2 2022
Shares 30,548 Value ($000) $729 Avg Close Range
Q1 2022
Shares 225 Value ($000) $6 Avg Close Range