FIRST TR EXCHANGE-TRADED FD

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 27,321 Value ($000) $1,047 Avg Close — Range —
Q2 2025
Shares 23,967 Value ($000) $846 Avg Close — Range —