FIRST TR EXCHANGE-TRADED FD

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 23,136 Value ($000) $887 Avg Close Range
Q3 2025
Shares 20,234 Value ($000) $769 Avg Close Range
Q2 2025
Shares 20,231 Value ($000) $714 Avg Close Range
Q1 2025
Shares 16,651 Value ($000) $558 Avg Close Range
Q4 2024
Shares 14,972 Value ($000) $537 Avg Close Range