FIRST TR EXCHANGE-TRADED FD

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

MARSHALL INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002022427)

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

Q4 2025
Shares 40,112 Value ($000) $1,537 Avg Close — Range —
Q3 2025
Shares 42,097 Value ($000) $1,600 Avg Close — Range —
Q1 2025
Shares 41,830 Value ($000) $1,401 Avg Close — Range —
Q4 2024
Shares 41,172 Value ($000) $1,498 Avg Close — Range —