FIRST TR EXCHANGE-TRADED FD

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

Summit Investment Advisory Services, LLC's Holding History (CIK: 0001914395)

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

Q4 2025
Shares 48,146 Value ($000) $1,845 Avg Close Range
Q3 2025
Shares 49,109 Value ($000) $1,867 Avg Close Range
Q2 2025
Shares 52,338 Value ($000) $1,846 Avg Close Range
Q1 2025
Shares 54,635 Value ($000) $1,830 Avg Close Range
Q4 2024
Shares 55,102 Value ($000) $1,975 Avg Close Range
Q3 2024
Shares 55,205 Value ($000) $2,008 Avg Close Range
Q1 2024
Shares 55,836 Value ($000) $1,944 Avg Close Range
Q4 2023
Shares 56,140 Value ($000) $1,840 Avg Close Range
Q3 2023
Shares 52,602 Value ($000) $1,485 Avg Close Range
Q2 2023
Shares 47,205 Value ($000) $1,336 Avg Close Range
Q1 2023
Shares 43,936 Value ($000) $1,171 Avg Close Range
Q4 2022
Shares 43,051 Value ($000) $1,121 Avg Close Range