VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,192 shares; 2024Q4: 29,545 shares; 2025Q1: 27,587 shares; 2025Q2: 26,839 shares; 2025Q3: 26,354 shares; 2025Q4: 26,239 shares; 2026Q1: 25,956 shares 25,956 $15.5M 4.86% -283 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,997 shares; 2024Q4: 145,388 shares; 2025Q1: 138,548 shares; 2025Q2: 138,171 shares; 2025Q3: 136,200 shares; 2025Q4: 135,658 shares; 2026Q1: 134,299 shares 134,299 $10.3M 3.22% -1,359 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,681 shares; 2024Q4: 160,540 shares; 2025Q1: 151,595 shares; 2025Q2: 143,942 shares; 2025Q3: 139,742 shares; 2025Q4: 138,174 shares; 2026Q1: 132,927 shares 132,927 $8.52M 2.67% -5,247 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 11,488 shares; 2025Q1: 12,596 shares; 2025Q2: 14,265 shares; 2025Q3: 13,966 shares; 2025Q4: 14,354 shares; 2026Q1: 15,419 shares 15,419 $7.39M 2.31% +1,065 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,981 shares; 2024Q4: 16,715 shares; 2025Q1: 19,412 shares; 2025Q2: 21,526 shares; 2025Q3: 21,708 shares; 2025Q4: 22,866 shares; 2026Q1: 23,552 shares 23,552 $6.76M 2.12% +686 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 10,985 shares; 2025Q1: 9,919 shares; 2025Q2: 9,770 shares; 2025Q3: 9,805 shares; 2025Q4: 10,647 shares; 2026Q1: 10,654 shares 10,654 $6M 1.88% +7 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,946 shares; 2025Q2: 203,795 shares; 2025Q3: 261,250 shares; 2025Q4: 269,574 shares; 2026Q1: 279,644 shares 279,644 $5.86M 1.84% +10,070 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,650 shares; 2024Q4: 213,408 shares; 2025Q1: 213,701 shares; 2025Q2: 211,332 shares; 2025Q3: 210,483 shares; 2025Q4: 213,350 shares; 2026Q1: 226,728 shares 226,728 $5.81M 1.82% +13,378 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,137 shares; 2024Q4: 13,052 shares; 2025Q1: 13,850 shares; 2025Q2: 15,660 shares; 2025Q3: 16,698 shares; 2025Q4: 17,881 shares; 2026Q1: 19,198 shares 19,198 $5.65M 1.77% +1,317 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,502 shares; 2024Q4: 126,454 shares; 2025Q1: 128,625 shares; 2025Q2: 127,107 shares; 2025Q3: 124,587 shares; 2025Q4: 124,122 shares; 2026Q1: 117,961 shares 117,961 $5.38M 1.69% -6,161 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 8,306 shares; 2025Q1: 9,197 shares; 2025Q2: 10,166 shares; 2025Q3: 11,436 shares; 2025Q4: 12,469 shares; 2026Q1: 14,269 shares 14,269 $5.28M 1.65% +1,800 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,828 shares; 2024Q4: 26,176 shares; 2025Q1: 26,955 shares; 2025Q2: 29,180 shares; 2025Q3: 30,465 shares; 2025Q4: 31,236 shares; 2026Q1: 29,997 shares 29,997 $5.09M 1.59% -1,239 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,311 shares; 2024Q4: 120,690 shares; 2025Q1: 118,836 shares; 2025Q2: 108,045 shares; 2025Q3: 100,015 shares; 2025Q4: 100,116 shares; 2026Q1: 102,601 shares 102,601 $4.83M 1.51% +2,485 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 20,443 shares; 2025Q1: 20,646 shares; 2025Q2: 24,274 shares; 2025Q3: 28,474 shares; 2025Q4: 30,661 shares; 2026Q1: 28,304 shares 28,304 $4.68M 1.47% -2,357 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,024 shares; 2024Q4: 85,453 shares; 2025Q1: 87,784 shares; 2025Q2: 89,402 shares; 2025Q3: 88,759 shares; 2025Q4: 84,085 shares; 2026Q1: 87,194 shares 87,194 $4.42M 1.38% +3,109 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,690 shares; 2024Q4: 110,468 shares; 2025Q1: 116,435 shares; 2025Q2: 109,078 shares; 2025Q3: 106,682 shares; 2025Q4: 107,567 shares; 2026Q1: 109,717 shares 109,717 $4.33M 1.36% +2,150 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 5,610 shares; 2025Q1: 5,869 shares; 2025Q2: 6,597 shares; 2025Q3: 6,942 shares; 2025Q4: 7,346 shares; 2026Q1: 7,349 shares 7,349 $4.2M 1.32% +3 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,786 shares; 2024Q4: 66,872 shares; 2025Q1: 60,560 shares; 2025Q2: 50,298 shares; 2025Q3: 43,030 shares; 2025Q4: 43,538 shares; 2026Q1: 43,515 shares 43,515 $4.04M 1.26% -23 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,248 shares; 2024Q4: 181,185 shares; 2025Q1: 128,654 shares; 2025Q2: 115,462 shares; 2025Q3: 96,642 shares; 2025Q4: 95,534 shares; 2026Q1: 91,888 shares 91,888 $4.01M 1.25% -3,646 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 12,612 shares; 2025Q1: 13,412 shares; 2025Q2: 13,546 shares; 2025Q3: 14,685 shares; 2025Q4: 15,073 shares; 2026Q1: 15,112 shares 15,112 $3.84M 1.2% +39 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,436 shares; 2024Q4: 25,416 shares; 2025Q1: 29,941 shares; 2025Q2: 34,002 shares; 2025Q3: 37,139 shares; 2025Q4: 40,334 shares; 2026Q1: 40,776 shares 40,776 $3.83M 1.2% +442 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,747 shares; 2024Q4: 80,808 shares; 2025Q1: 79,558 shares; 2025Q2: 74,912 shares; 2025Q3: 71,719 shares; 2025Q4: 71,719 shares; 2026Q1: 71,328 shares 71,328 $3.77M 1.18% -391 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 6,150 shares; 2025Q1: 6,532 shares; 2025Q2: 7,607 shares; 2025Q3: 9,142 shares; 2025Q4: 9,971 shares; 2026Q1: 10,419 shares 10,419 $3.58M 1.12% +448 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 6,414 shares; 2025Q1: 7,494 shares; 2025Q2: 6,909 shares; 2025Q3: 6,839 shares; 2025Q4: 12,112 shares; 2026Q1: 17,087 shares 17,087 $3.56M 1.11% +4,975 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,577 shares; 2025Q2: 3,068 shares; 2025Q3: 9,730 shares; 2025Q4: 10,750 shares; 2026Q1: 10,270 shares 10,270 $3.51M 1.1% -480 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,336 shares; 2024Q4: 55,587 shares; 2025Q1: 59,859 shares; 2025Q2: 66,661 shares; 2025Q3: 68,647 shares; 2025Q4: 67,311 shares; 2026Q1: 68,011 shares 68,011 $3.39M 1.06% +700 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 479 shares; 2025Q1: 531 shares; 2025Q2: 593 shares; 2025Q3: 653 shares; 2025Q4: 673 shares; 2026Q1: 768 shares 768 $3.23M 1.01% +95 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,385 shares; 2024Q4: 98,771 shares; 2025Q1: 109,047 shares; 2025Q2: 121,758 shares; 2025Q3: 128,733 shares; 2025Q4: 134,420 shares; 2026Q1: 138,749 shares 138,749 $2.99M 0.94% +4,329 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,316 shares; 2024Q4: 58,498 shares; 2025Q1: 57,285 shares; 2025Q2: 55,567 shares; 2025Q3: 55,336 shares; 2025Q4: 54,685 shares; 2026Q1: 53,522 shares 53,522 $2.89M 0.91% -1,163 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 10,707 shares; 2025Q1: 12,211 shares; 2025Q2: 17,045 shares; 2025Q3: 19,456 shares; 2025Q4: 21,691 shares; 2026Q1: 21,288 shares 21,288 $2.81M 0.88% -403 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,696 shares; 2024Q4: 24,958 shares; 2025Q1: 28,866 shares; 2025Q2: 34,573 shares; 2025Q3: 40,457 shares; 2025Q4: 42,939 shares; 2026Q1: 35,097 shares 35,097 $2.79M 0.88% -7,842 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,920 shares; 2024Q4: 58,646 shares; 2025Q1: 58,849 shares; 2025Q2: 58,271 shares; 2025Q3: 57,461 shares; 2025Q4: 57,362 shares; 2026Q1: 55,769 shares 55,769 $2.62M 0.82% -1,593 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 11,295 shares; 2025Q1: 12,088 shares; 2025Q2: 14,324 shares; 2025Q3: 16,098 shares; 2025Q4: 17,219 shares; 2026Q1: 16,970 shares 16,970 $2.59M 0.81% -249 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 7,238 shares; 2025Q1: 7,109 shares; 2025Q2: 7,774 shares; 2025Q3: 8,043 shares; 2025Q4: 8,057 shares; 2026Q1: 8,466 shares 8,466 $2.56M 0.8% +409 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,908 shares; 2024Q4: 57,914 shares; 2025Q1: 57,518 shares; 2025Q2: 53,231 shares; 2025Q3: 53,003 shares; 2025Q4: 50,654 shares; 2026Q1: 52,658 shares 52,658 $2.53M 0.79% +2,004 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,395 shares; 2024Q4: 89,876 shares; 2025Q1: 103,069 shares; 2025Q2: 120,089 shares; 2025Q3: 126,483 shares; 2025Q4: 128,536 shares; 2026Q1: 133,302 shares 133,302 $2.52M 0.79% +4,766 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 6,075 shares; 2025Q1: 6,694 shares; 2025Q2: 7,912 shares; 2025Q3: 8,661 shares; 2025Q4: 9,049 shares; 2026Q1: 7,933 shares 7,933 $2.52M 0.79% -1,116 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 12,577 shares; 2025Q1: 14,010 shares; 2025Q2: 16,713 shares; 2025Q3: 18,046 shares; 2025Q4: 19,700 shares; 2026Q1: 20,236 shares 20,236 $2.4M 0.75% +536 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 21,579 shares; 2025Q1: 17,711 shares; 2025Q2: 16,248 shares; 2025Q3: 15,622 shares; 2025Q4: 15,378 shares; 2026Q1: 15,281 shares 15,281 $2.36M 0.74% -97 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,415 shares; 2024Q4: 35,494 shares; 2025Q1: 32,979 shares; 2025Q2: 31,852 shares; 2025Q3: 31,349 shares; 2025Q4: 28,986 shares; 2026Q1: 29,761 shares 29,761 $2.33M 0.73% +775 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,885 shares; 2024Q4: 20,003 shares; 2025Q1: 19,769 shares; 2025Q2: 21,676 shares; 2025Q3: 20,147 shares; 2025Q4: 13,189 shares; 2026Q1: 15,687 shares 15,687 $2.31M 0.72% +2,498 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,561 shares; 2024Q4: 85,277 shares; 2025Q1: 98,327 shares; 2025Q2: 108,957 shares; 2025Q3: 127,499 shares; 2025Q4: 119,650 shares; 2026Q1: 111,209 shares 111,209 $2.31M 0.72% -8,441 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,938 shares; 2025Q1: 60,727 shares; 2025Q2: 60,054 shares; 2025Q3: 58,306 shares; 2025Q4: 55,852 shares; 2026Q1: 55,837 shares 55,837 $2.17M 0.68% -15 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,355 shares; 2025Q1: 1,605 shares; 2025Q2: 1,984 shares; 2025Q3: 2,326 shares; 2025Q4: 2,473 shares; 2026Q1: 2,494 shares 2,494 $2.16M 0.68% +21 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,931 shares; 2024Q4: 38,905 shares; 2025Q1: 45,406 shares; 2025Q2: 50,982 shares; 2025Q3: 56,746 shares; 2025Q4: 65,434 shares; 2026Q1: 74,945 shares 74,945 $2.15M 0.67% +9,511 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 14,857 shares; 2025Q1: 16,677 shares; 2025Q2: 19,933 shares; 2025Q3: 22,226 shares; 2025Q4: 24,084 shares; 2026Q1: 24,777 shares 24,777 $2.15M 0.67% +693 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,933 shares; 2024Q4: 27,594 shares; 2025Q1: 27,828 shares; 2025Q2: 25,750 shares; 2025Q3: 23,933 shares; 2025Q4: 23,482 shares; 2026Q1: 22,441 shares 22,441 $2.1M 0.66% -1,041 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,419 shares; 2026Q1: 36,476 shares 36,476 $2.08M 0.65% +3,057 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,497 shares; 2024Q4: 11,612 shares; 2025Q1: 10,402 shares; 2025Q2: 10,062 shares; 2025Q3: 10,036 shares; 2025Q4: 10,031 shares; 2026Q1: 9,947 shares 9,947 $2.05M 0.64% -84 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,273 shares; 2024Q4: 30,871 shares; 2025Q1: 26,966 shares; 2025Q2: 23,274 shares; 2025Q3: 22,209 shares; 2025Q4: 22,036 shares; 2026Q1: 21,393 shares 21,393 $1.98M 0.62% -643 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,699 shares; 2025Q1: 5,640 shares; 2025Q2: 7,167 shares; 2025Q3: 7,935 shares; 2025Q4: 11,276 shares; 2026Q1: 12,306 shares 12,306 $1.93M 0.61% +1,030 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 6,673 shares; 2025Q1: 7,522 shares; 2025Q2: 9,157 shares; 2025Q3: 14,515 shares; 2025Q4: 23,609 shares; 2026Q1: 25,280 shares 25,280 $1.9M 0.6% +1,671 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,324 shares; 2024Q4: 32,100 shares; 2025Q1: 32,688 shares; 2025Q2: 32,712 shares; 2025Q3: 33,535 shares; 2025Q4: 33,758 shares; 2026Q1: 36,257 shares 36,257 $1.84M 0.58% +2,499 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,979 shares; 2024Q4: 33,467 shares; 2025Q1: 30,798 shares; 2025Q2: 25,429 shares; 2025Q3: 22,948 shares; 2025Q4: 23,050 shares; 2026Q1: 20,704 shares 20,704 $1.8M 0.56% -2,346 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,523 shares; 2025Q1: 2,416 shares; 2025Q2: 2,318 shares; 2025Q3: 2,320 shares; 2025Q4: 2,338 shares; 2026Q1: 2,339 shares 2,339 $1.7M 0.53% +1 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 38,197 shares; 2025Q1: 37,833 shares; 2025Q2: 36,981 shares; 2025Q3: 36,866 shares; 2025Q4: 31,681 shares; 2026Q1: 31,188 shares 31,188 $1.67M 0.52% -493 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 28,224 shares; 2025Q1: 33,599 shares; 2025Q2: 35,618 shares; 2025Q3: 43,287 shares; 2025Q4: 45,268 shares; 2026Q1: 39,840 shares 39,840 $1.62M 0.51% -5,428 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,452 shares; 2025Q1: 3,780 shares; 2025Q2: 5,123 shares; 2025Q3: 6,555 shares; 2025Q4: 7,227 shares; 2026Q1: 8,303 shares 8,303 $1.45M 0.45% +1,076 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,104 shares; 2024Q4: 55,409 shares; 2025Q1: 55,409 shares; 2025Q2: 52,944 shares; 2025Q3: 52,944 shares; 2025Q4: 53,447 shares; 2026Q1: 52,904 shares 52,904 $1.42M 0.45% -543 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 18,765 shares; 2025Q1: 18,860 shares; 2025Q2: 23,080 shares; 2025Q3: 25,694 shares; 2025Q4: 27,308 shares; 2026Q1: 28,831 shares 28,831 $1.39M 0.44% +1,523 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,343 shares; 2024Q4: 19,986 shares; 2025Q1: 21,988 shares; 2025Q2: 25,742 shares; 2025Q3: 28,382 shares; 2025Q4: 28,186 shares; 2026Q1: 27,896 shares 27,896 $1.36M 0.43% -290 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,844 shares; 2025Q1: 3,402 shares; 2025Q2: 3,933 shares; 2025Q3: 5,548 shares; 2025Q4: 4,460 shares; 2026Q1: 4,605 shares 4,605 $1.35M 0.42% +145 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,986 shares; 2025Q2: 17,400 shares; 2025Q3: 36,089 shares; 2025Q4: 34,964 shares; 2026Q1: 34,160 shares 34,160 $1.32M 0.41% -804 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,316 shares; 2024Q4: 32,602 shares; 2025Q1: 30,864 shares; 2025Q2: 29,847 shares; 2025Q3: 29,456 shares; 2025Q4: 27,426 shares; 2026Q1: 27,709 shares 27,709 $1.3M 0.41% +283 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 5,069 shares; 2025Q1: 5,453 shares; 2025Q2: 5,433 shares; 2025Q3: 5,071 shares; 2025Q4: 4,282 shares; 2026Q1: 3,848 shares 3,848 $1.3M 0.41% -434 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 14,441 shares; 2025Q1: 29,834 shares; 2025Q2: 33,912 shares; 2025Q3: 34,839 shares; 2025Q4: 37,285 shares; 2026Q1: 37,740 shares 37,740 $1.28M 0.4% +455 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 4,157 shares; 2025Q1: 4,465 shares; 2025Q2: 5,112 shares; 2025Q3: 5,619 shares; 2025Q4: 6,028 shares; 2026Q1: 6,438 shares 6,438 $1.24M 0.39% +410 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,399 shares; 2024Q4: 29,901 shares; 2025Q1: 28,567 shares; 2025Q2: 26,773 shares; 2025Q3: 24,247 shares; 2025Q4: 22,297 shares; 2026Q1: 21,120 shares 21,120 $1.2M 0.37% -1,177 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,345 shares; 2024Q4: 38,441 shares; 2025Q1: 41,138 shares; 2025Q2: 40,934 shares; 2025Q3: 42,114 shares; 2025Q4: 42,662 shares; 2026Q1: 45,231 shares 45,231 $1.19M 0.37% +2,569 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,169 shares; 2024Q4: 19,573 shares; 2025Q1: 22,393 shares; 2025Q2: 20,799 shares; 2025Q3: 20,180 shares; 2025Q4: 20,429 shares; 2026Q1: 21,110 shares 21,110 $1.18M 0.37% +681 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,502 shares; 2024Q4: 10,502 shares; 2025Q1: 10,502 shares; 2025Q2: 10,502 shares; 2025Q3: 10,502 shares; 2025Q4: 10,502 shares; 2026Q1: 10,502 shares 10,502 $1.15M 0.36% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,416 shares; 2024Q4: 25,563 shares; 2025Q1: 27,288 shares; 2025Q2: 27,614 shares; 2025Q3: 23,723 shares; 2025Q4: 23,610 shares; 2026Q1: 22,943 shares 22,943 $1.11M 0.35% -667 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,121 shares; 2024Q4: 16,674 shares; 2025Q1: 15,963 shares; 2025Q2: 15,424 shares; 2025Q3: 15,296 shares; 2025Q4: 13,925 shares; 2026Q1: 14,282 shares 14,282 $1.1M 0.35% +357 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,576 shares; 2024Q4: 17,450 shares; 2025Q1: 18,150 shares; 2025Q2: 18,153 shares; 2025Q3: 17,870 shares; 2025Q4: 17,410 shares; 2026Q1: 16,105 shares 16,105 $1.1M 0.34% -1,305 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 5,534 shares; 2025Q1: 6,001 shares; 2025Q2: 6,646 shares; 2025Q3: 6,785 shares; 2025Q4: 6,957 shares; 2026Q1: 7,080 shares 7,080 $1.1M 0.34% +123 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,252 shares; 2024Q4: 21,383 shares; 2025Q1: 22,454 shares; 2025Q2: 22,562 shares; 2025Q3: 18,861 shares; 2025Q4: 18,948 shares; 2026Q1: 18,470 shares 18,470 $1.09M 0.34% -478 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,765 shares; 2024Q4: 19,413 shares; 2025Q1: 20,333 shares; 2025Q2: 19,214 shares; 2025Q3: 20,250 shares; 2025Q4: 21,710 shares; 2026Q1: 21,709 shares 21,709 $1.09M 0.34% -1 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,589 shares; 2024Q4: 17,448 shares; 2025Q1: 16,388 shares; 2025Q2: 15,804 shares; 2025Q3: 15,839 shares; 2025Q4: 14,338 shares; 2026Q1: 14,897 shares 14,897 $1.02M 0.32% +559 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,080 shares; 2024Q4: 8,548 shares; 2025Q1: 10,255 shares; 2025Q2: 8,549 shares; 2025Q3: 8,551 shares; 2025Q4: 7,852 shares; 2026Q1: 8,172 shares 8,172 $1.02M 0.32% +320 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,805 shares; 2024Q4: 54,492 shares; 2025Q1: 54,215 shares; 2025Q2: 50,104 shares; 2025Q3: 48,942 shares; 2025Q4: 48,856 shares; 2026Q1: 49,988 shares 49,988 $998K 0.31% +1,132 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,649 shares; 2025Q2: 1,885 shares; 2025Q3: 1,821 shares; 2025Q4: 1,746 shares; 2026Q1: 1,517 shares 1,517 $991K 0.31% -229 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,365 shares; 2024Q4: 14,327 shares; 2025Q1: 19,339 shares; 2025Q2: 18,034 shares; 2025Q3: 17,569 shares; 2025Q4: 17,779 shares; 2026Q1: 19,610 shares 19,610 $989K 0.31% +1,831 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,030 shares; 2025Q1: 2,634 shares; 2025Q2: 2,833 shares; 2025Q3: 3,121 shares; 2025Q4: 6,640 shares; 2026Q1: 7,429 shares 7,429 $987K 0.31% +789 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,649 shares; 2025Q1: 1,636 shares; 2025Q2: 1,580 shares; 2025Q3: 1,578 shares; 2025Q4: 1,516 shares; 2026Q1: 1,503 shares 1,503 $978K 0.31% -13 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,135 shares; 2024Q4: 17,085 shares; 2025Q1: 20,300 shares; 2025Q2: 21,513 shares; 2025Q3: 20,884 shares; 2025Q4: 20,842 shares; 2026Q1: 19,336 shares 19,336 $938K 0.29% -1,506 Timeline SHRY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,533 shares; 2024Q4: 21,539 shares; 2025Q1: 21,541 shares; 2025Q2: 21,545 shares; 2025Q3: 21,558 shares; 2025Q4: 21,579 shares; 2026Q1: 21,469 shares 21,469 $933K 0.29% -110 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 3,959 shares; 2025Q1: 4,223 shares; 2025Q2: 3,915 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,804 shares 3,804 $930K 0.29% +124 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,044 shares; 2025Q1: 1,168 shares; 2025Q2: 1,193 shares; 2025Q3: 1,194 shares; 2025Q4: 1,222 shares; 2026Q1: 1,311 shares 1,311 $929K 0.29% +89 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,141 shares; 2025Q1: 33,424 shares; 2025Q2: 34,753 shares; 2025Q3: 35,003 shares; 2025Q4: 34,763 shares; 2026Q1: 34,913 shares 34,913 $917K 0.29% +150 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,580 shares; 2025Q1: 1,577 shares; 2025Q2: 1,556 shares; 2025Q3: 1,640 shares; 2025Q4: 1,556 shares; 2026Q1: 1,563 shares 1,563 $902K 0.28% +7 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 13,897 shares; 2025Q1: 27,388 shares; 2025Q2: 27,834 shares; 2025Q3: 21,538 shares; 2025Q4: 21,153 shares; 2026Q1: 25,444 shares 25,444 $859K 0.27% +4,291 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,697 shares; 2024Q4: 12,175 shares; 2025Q1: 11,855 shares; 2025Q2: 11,614 shares; 2025Q3: 11,385 shares; 2025Q4: 11,433 shares; 2026Q1: 11,275 shares 11,275 $857K 0.27% -158 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,306 shares; 2024Q4: 13,143 shares; 2025Q1: 12,835 shares; 2025Q2: 11,319 shares; 2025Q3: 16,523 shares; 2025Q4: 16,523 shares; 2026Q1: 16,523 shares 16,523 $856K 0.27% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,326 shares; 2024Q4: 23,311 shares; 2025Q1: 22,967 shares; 2025Q2: 22,655 shares; 2025Q3: 21,788 shares; 2025Q4: 21,588 shares; 2026Q1: 20,201 shares 20,201 $853K 0.27% -1,387 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,666 shares; 2025Q1: 2,715 shares; 2025Q2: 2,719 shares; 2025Q3: 2,668 shares; 2025Q4: 2,619 shares; 2026Q1: 2,566 shares 2,566 $844K 0.26% -53 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 16,053 shares; 2025Q1: 18,565 shares; 2025Q2: 21,029 shares; 2025Q3: 23,498 shares; 2025Q4: 22,037 shares; 2026Q1: 20,241 shares 20,241 $842K 0.26% -1,796 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,965 shares; 2025Q4: 4,051 shares; 2026Q1: 7,400 shares 7,400 $820K 0.26% +3,349 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 5,944 shares; 2025Q1: 7,169 shares; 2025Q2: 8,149 shares; 2025Q3: 9,047 shares; 2025Q4: 8,855 shares; 2026Q1: 9,428 shares 9,428 $817K 0.26% +573 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,625 shares; 2025Q1: 2,562 shares; 2025Q2: 2,567 shares; 2025Q3: 2,507 shares; 2025Q4: 2,503 shares; 2026Q1: 2,262 shares 2,262 $796K 0.25% -241 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,485 shares; 2025Q1: 8,680 shares; 2025Q2: 7,857 shares; 2025Q3: 7,798 shares; 2025Q4: 15,897 shares; 2026Q1: 15,521 shares 15,521 $772K 0.24% -376 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,323 shares; 2024Q4: 19,568 shares; 2025Q1: 20,207 shares; 2025Q2: 18,634 shares; 2025Q3: 18,503 shares; 2025Q4: 18,165 shares; 2026Q1: 18,161 shares 18,161 $770K 0.24% -4 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 12,325 shares; 2025Q1: 12,780 shares; 2025Q2: 11,971 shares; 2025Q3: 10,483 shares; 2025Q4: 9,374 shares; 2026Q1: 13,572 shares 13,572 $753K 0.24% +4,198 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,661 shares; 2025Q1: 7,568 shares; 2025Q2: 7,872 shares; 2025Q3: 7,722 shares; 2025Q4: 7,250 shares; 2026Q1: 7,808 shares 7,808 $753K 0.24% +558 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 3,285 shares; 2025Q1: 3,753 shares; 2025Q2: 3,742 shares; 2025Q3: 3,779 shares; 2025Q4: 3,876 shares; 2026Q1: 4,395 shares 4,395 $750K 0.23% +519 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,519 shares; 2025Q1: 2,786 shares; 2025Q2: 2,451 shares; 2025Q3: 2,369 shares; 2025Q4: 2,425 shares; 2026Q1: 2,401 shares 2,401 $746K 0.23% -24 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 12,352 shares; 2025Q1: 11,640 shares; 2025Q2: 11,471 shares; 2025Q3: 11,365 shares; 2025Q4: 12,019 shares; 2026Q1: 14,560 shares 14,560 $731K 0.23% +2,541 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 22,647 shares; 2025Q1: 21,411 shares; 2025Q2: 21,303 shares; 2025Q3: 25,848 shares; 2025Q4: 24,310 shares; 2026Q1: 23,806 shares 23,806 $730K 0.23% -504 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,606 shares; 2025Q1: 3,223 shares; 2025Q2: 3,485 shares; 2025Q3: 3,770 shares; 2025Q4: 4,296 shares; 2026Q1: 4,925 shares 4,925 $729K 0.23% +629 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 5,673 shares; 2025Q1: 7,622 shares; 2025Q2: 8,371 shares; 2025Q3: 6,820 shares; 2025Q4: 6,397 shares; 2026Q1: 7,437 shares 7,437 $728K 0.23% +1,040 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,039 shares; 2025Q4: 19,884 shares; 2026Q1: 20,345 shares 20,345 $722K 0.23% +461 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,087 shares 3,087 $720K 0.23% new Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,823 shares; 2025Q2: 19,791 shares; 2025Q3: 19,746 shares; 2025Q4: 19,963 shares; 2026Q1: 19,751 shares 19,751 $696K 0.22% -212 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 10,311 shares; 2025Q1: 10,365 shares; 2025Q2: 11,060 shares; 2025Q3: 11,064 shares; 2025Q4: 11,157 shares; 2026Q1: 10,253 shares 10,253 $692K 0.22% -904 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 9,319 shares; 2025Q1: 9,319 shares; 2025Q2: 9,319 shares; 2025Q3: 17,596 shares; 2025Q4: 17,543 shares; 2026Q1: 17,543 shares 17,543 $679K 0.21% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 9,722 shares; 2025Q1: 8,794 shares; 2025Q2: 8,999 shares; 2025Q3: 8,540 shares; 2025Q4: 8,061 shares; 2026Q1: 7,537 shares 7,537 $675K 0.21% -524 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,374 shares; 2025Q1: 8,493 shares; 2025Q2: 8,490 shares; 2025Q3: 8,464 shares; 2025Q4: 18,306 shares; 2026Q1: 18,210 shares 18,210 $674K 0.21% -96 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 14,289 shares; 2025Q1: 14,269 shares; 2025Q2: 14,270 shares; 2025Q3: 14,445 shares; 2025Q4: 14,538 shares; 2026Q1: 14,463 shares 14,463 $662K 0.21% -75 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,359 shares; 2024Q4: 15,206 shares; 2025Q1: 26,614 shares; 2025Q2: 26,532 shares; 2025Q3: 25,978 shares; 2025Q4: 26,269 shares; 2026Q1: 26,443 shares 26,443 $656K 0.21% +174 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,248 shares; 2025Q3: 9,866 shares; 2025Q4: 12,502 shares; 2026Q1: 14,863 shares 14,863 $647K 0.2% +2,361 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 17,831 shares; 2025Q1: 37,028 shares; 2025Q2: 39,581 shares; 2025Q3: 42,130 shares; 2025Q4: 39,770 shares; 2026Q1: 36,298 shares 36,298 $644K 0.2% -3,472 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 9,694 shares; 2025Q1: 9,934 shares; 2025Q2: 11,427 shares; 2025Q3: 12,164 shares; 2025Q4: 11,923 shares; 2026Q1: 12,445 shares 12,445 $630K 0.2% +522 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 18,640 shares; 2025Q1: 18,303 shares; 2025Q2: 18,304 shares; 2025Q3: 18,307 shares; 2025Q4: 18,313 shares; 2026Q1: 17,864 shares 17,864 $629K 0.2% -449 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,434 shares; 2025Q1: 3,494 shares; 2025Q2: 3,460 shares; 2025Q3: 3,331 shares; 2025Q4: 3,327 shares; 2026Q1: 3,222 shares 3,222 $625K 0.2% -105 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 9,561 shares; 2025Q1: 14,155 shares; 2025Q2: 14,150 shares; 2025Q3: 13,926 shares; 2025Q4: 14,128 shares; 2026Q1: 14,741 shares 14,741 $592K 0.19% +613 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,404 shares; 2024Q4: 23,533 shares; 2025Q1: 23,352 shares; 2025Q2: 22,143 shares; 2025Q3: 9,610 shares; 2025Q4: 12,196 shares; 2026Q1: 12,191 shares 12,191 $581K 0.18% -5 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,281 shares; 2025Q1: 2,543 shares; 2025Q2: 2,471 shares; 2025Q3: 1,994 shares; 2025Q4: 1,862 shares; 2026Q1: 1,807 shares 1,807 $568K 0.18% -55 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,038 shares 6,038 $564K 0.18% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 353 shares; 2025Q1: 352 shares; 2025Q2: 472 shares; 2025Q3: 578 shares; 2025Q4: 660 shares; 2026Q1: 545 shares 545 $543K 0.17% -115 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,269 shares; 2025Q1: 1,524 shares; 2025Q2: 1,539 shares; 2025Q3: 1,281 shares; 2025Q4: 1,147 shares; 2026Q1: 1,081 shares 1,081 $540K 0.17% -66 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,135 shares; 2026Q1: 2,505 shares 2,505 $535K 0.17% +370 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 1,723 shares 1,723 $533K 0.17% +1,069 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 9,995 shares; 2025Q1: 9,695 shares; 2025Q2: 8,913 shares; 2025Q3: 9,595 shares; 2025Q4: 9,845 shares; 2026Q1: 9,728 shares 9,728 $532K 0.17% -117 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,131 shares; 2025Q1: 2,129 shares; 2025Q2: 2,126 shares; 2025Q3: 2,123 shares; 2025Q4: 2,125 shares; 2026Q1: 2,137 shares 2,137 $532K 0.17% +12 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 9,562 shares; 2025Q1: 9,562 shares; 2025Q2: 8,575 shares; 2025Q3: 9,000 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares 9,250 $523K 0.16% 0 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 8,115 shares; 2025Q1: 8,849 shares; 2025Q2: 8,849 shares; 2025Q3: 8,849 shares; 2025Q4: 8,814 shares; 2026Q1: 12,385 shares 12,385 $519K 0.16% +3,571 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,750 shares; 2024Q4: 26,750 shares; 2025Q1: 26,750 shares; 2025Q2: 27,097 shares; 2025Q3: 21,602 shares; 2025Q4: 21,965 shares; 2026Q1: 22,342 shares 22,342 $513K 0.16% +377 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,605 shares; 2025Q3: 16,605 shares; 2025Q4: 15,348 shares; 2026Q1: 12,583 shares 12,583 $509K 0.16% -2,765 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 3,057 shares 3,057 $500K 0.16% +986 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 19,011 shares; 2025Q1: 17,188 shares; 2025Q2: 17,195 shares; 2025Q3: 17,754 shares; 2025Q4: 17,769 shares; 2026Q1: 17,009 shares 17,009 $493K 0.15% -760 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 6,906 shares; 2025Q1: 6,993 shares; 2025Q2: 7,070 shares; 2025Q3: 8,037 shares; 2025Q4: 9,183 shares; 2026Q1: 7,914 shares 7,914 $484K 0.15% -1,269 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,000 shares; 2025Q1: 988 shares; 2025Q2: 1,112 shares; 2025Q3: 1,096 shares; 2025Q4: 1,097 shares; 2026Q1: 1,300 shares 1,300 $483K 0.15% +203 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,160 shares; 2024Q4: 15,320 shares; 2025Q1: 9,754 shares; 2025Q2: 11,900 shares; 2025Q3: 11,461 shares; 2025Q4: 10,946 shares; 2026Q1: 10,745 shares 10,745 $483K 0.15% -201 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,879 shares; 2024Q4: 32,209 shares; 2025Q1: 26,236 shares; 2025Q2: 15,661 shares; 2025Q3: 15,007 shares; 2025Q4: 15,007 shares; 2026Q1: 14,319 shares 14,319 $480K 0.15% -688 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,849 shares; 2025Q1: 9,849 shares; 2025Q2: 9,849 shares; 2025Q3: 11,529 shares; 2025Q4: 11,528 shares; 2026Q1: 11,528 shares 11,528 $470K 0.15% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,584 shares; 2025Q2: 1,983 shares; 2025Q3: 2,290 shares; 2025Q4: 2,480 shares; 2026Q1: 1,915 shares 1,915 $464K 0.15% -565 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,180 shares; 2025Q4: 3,977 shares; 2026Q1: 4,248 shares 4,248 $453K 0.14% +271 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 297 shares; 2026Q1: 307 shares 307 $452K 0.14% +10 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,839 shares; 2025Q1: 4,326 shares; 2025Q2: 4,290 shares; 2025Q3: 3,940 shares; 2025Q4: 3,954 shares; 2026Q1: 3,505 shares 3,505 $451K 0.14% -449 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,394 shares; 2024Q4: 9,405 shares; 2025Q1: 9,252 shares; 2025Q2: 8,993 shares; 2025Q3: 8,600 shares; 2025Q4: 8,028 shares; 2026Q1: 8,078 shares 8,078 $437K 0.14% +50 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,890 shares; 2024Q4: 28,650 shares; 2025Q1: 28,400 shares; 2025Q2: 27,365 shares; 2025Q3: 16,675 shares; 2025Q4: 16,675 shares; 2026Q1: 16,545 shares 16,545 $435K 0.14% -130 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 2,171 shares; 2025Q2: 1,928 shares; 2025Q3: 1,933 shares; 2025Q4: 1,947 shares; 2026Q1: 1,920 shares 1,920 $418K 0.13% -27 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,613 shares 21,613 $417K 0.13% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,990 shares; 2025Q1: 6,000 shares; 2025Q2: 6,022 shares; 2025Q3: 5,874 shares; 2025Q4: 5,940 shares; 2026Q1: 5,898 shares 5,898 $414K 0.13% -42 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,920 shares; 2025Q4: 2,187 shares; 2026Q1: 2,015 shares 2,015 $410K 0.13% -172 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 1,882 shares; 2025Q1: 1,678 shares; 2025Q2: 1,667 shares; 2025Q3: 1,650 shares; 2025Q4: 1,613 shares; 2026Q1: 1,950 shares 1,950 $403K 0.13% +337 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,379 shares; 2025Q4: 14,350 shares; 2026Q1: 17,169 shares 17,169 $397K 0.12% +2,819 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,829 shares; 2025Q1: 1,935 shares; 2025Q2: 1,945 shares; 2025Q3: 1,933 shares; 2025Q4: 1,393 shares; 2026Q1: 1,464 shares 1,464 $396K 0.12% +71 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,478 shares; 2025Q4: 6,931 shares; 2026Q1: 8,267 shares 8,267 $393K 0.12% +1,336 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,314 shares 1,314 $391K 0.12% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,438 shares 6,438 $390K 0.12% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,667 shares; 2025Q1: 1,840 shares; 2025Q2: 1,848 shares; 2025Q3: 1,739 shares; 2025Q4: 1,650 shares; 2026Q1: 1,269 shares 1,269 $369K 0.12% -381 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169 shares; 2025Q3: 211 shares; 2025Q4: 2,683 shares; 2026Q1: 3,823 shares 3,823 $368K 0.12% +1,140 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,529 shares; 2025Q1: 7,647 shares; 2025Q2: 7,604 shares; 2025Q3: 7,842 shares; 2025Q4: 6,959 shares; 2026Q1: 7,041 shares 7,041 $366K 0.11% +82 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,040 shares; 2024Q4: 9,148 shares; 2025Q1: 9,107 shares; 2025Q2: 8,953 shares; 2025Q3: 8,539 shares; 2025Q4: 7,841 shares; 2026Q1: 7,914 shares 7,914 $364K 0.11% +73 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,180 shares; 2025Q1: 1,607 shares; 2025Q2: 1,794 shares; 2025Q3: 1,814 shares; 2025Q4: 1,855 shares; 2026Q1: 1,910 shares 1,910 $357K 0.11% +55 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,322 shares; 2024Q4: 5,322 shares; 2025Q1: 5,322 shares; 2025Q2: 5,322 shares; 2025Q3: 5,011 shares; 2025Q4: 5,022 shares; 2026Q1: 4,969 shares 4,969 $351K 0.11% -53 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,174 shares; 2025Q4: 9,366 shares; 2026Q1: 10,651 shares 10,651 $350K 0.11% +1,285 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,901 shares; 2024Q4: 27,793 shares; 2025Q1: 17,821 shares; 2025Q2: 17,737 shares; 2025Q3: 16,890 shares; 2025Q4: 16,870 shares; 2026Q1: 16,848 shares 16,848 $348K 0.11% -22 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 2,465 shares; 2026Q1: 2,734 shares 2,734 $345K 0.11% +269 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,584 shares; 2024Q4: 8,474 shares; 2025Q1: 8,675 shares; 2025Q2: 10,112 shares; 2025Q3: 10,346 shares; 2025Q4: 10,365 shares; 2026Q1: 10,222 shares 10,222 $345K 0.11% -143 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 20,109 shares; 2025Q1: 17,434 shares; 2025Q2: 17,376 shares; 2025Q3: 16,741 shares; 2025Q4: 16,982 shares; 2026Q1: 17,954 shares 17,954 $345K 0.11% +972 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,370 shares 8,370 $344K 0.11% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,389 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,941 shares 8,941 $338K 0.11% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,184 shares; 2025Q1: 3,966 shares; 2025Q2: 3,971 shares; 2025Q3: 3,652 shares; 2025Q4: 3,650 shares; 2026Q1: 3,608 shares 3,608 $335K 0.1% -42 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,061 shares; 2025Q1: 2,267 shares; 2025Q2: 2,007 shares; 2025Q3: not reported; 2025Q4: 2,540 shares; 2026Q1: 3,405 shares 3,405 $335K 0.1% +865 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 3,690 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares; 2026Q1: 3,690 shares 3,690 $334K 0.1% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $334K 0.1% new Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 7,068 shares; 2025Q1: 7,068 shares; 2025Q2: 7,057 shares; 2025Q3: 9,731 shares; 2025Q4: 8,930 shares; 2026Q1: 8,741 shares 8,741 $333K 0.1% -189 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,086 shares; 2025Q2: 1,031 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029 $330K 0.1% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,243 shares; 2025Q1: 5,243 shares; 2025Q2: 5,243 shares; 2025Q3: 4,577 shares; 2025Q4: 4,577 shares; 2026Q1: 4,577 shares 4,577 $328K 0.1% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,603 shares; 2025Q4: 2,692 shares; 2026Q1: 2,597 shares 2,597 $328K 0.1% -95 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,850 shares; 2025Q1: 3,325 shares; 2025Q2: 3,323 shares; 2025Q3: 2,835 shares; 2025Q4: 3,408 shares; 2026Q1: 2,295 shares 2,295 $328K 0.1% -1,113 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,105 shares; 2025Q1: 3,763 shares; 2025Q2: 3,003 shares; 2025Q3: 2,806 shares; 2025Q4: 2,808 shares; 2026Q1: 2,983 shares 2,983 $326K 0.1% +175 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 6,714 shares; 2025Q1: 6,633 shares; 2025Q2: 7,208 shares; 2025Q3: 6,556 shares; 2025Q4: 6,379 shares; 2026Q1: 5,967 shares 5,967 $326K 0.1% -412 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,206 shares; 2025Q1: 7,206 shares; 2025Q2: 7,206 shares; 2025Q3: 7,206 shares; 2025Q4: 8,158 shares; 2026Q1: 8,408 shares 8,408 $325K 0.1% +250 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,367 shares; 2025Q4: 16,466 shares; 2026Q1: 10,553 shares 10,553 $324K 0.1% -5,913 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 388 shares; 2025Q2: 361 shares; 2025Q3: 340 shares; 2025Q4: 337 shares; 2026Q1: 335 shares 335 $322K 0.1% -2 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,153 shares; 2025Q1: 1,335 shares; 2025Q2: 1,392 shares; 2025Q3: 1,372 shares; 2025Q4: 1,353 shares; 2026Q1: 1,370 shares 1,370 $321K 0.1% +17 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,705 shares; 2024Q4: 19,418 shares; 2025Q1: 20,256 shares; 2025Q2: 9,631 shares; 2025Q3: 9,883 shares; 2025Q4: 11,989 shares; 2026Q1: 10,678 shares 10,678 $320K 0.1% -1,311 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,170 shares; 2025Q1: 1,450 shares; 2025Q2: 1,445 shares; 2025Q3: 1,359 shares; 2025Q4: 1,312 shares; 2026Q1: 1,325 shares 1,325 $317K 0.1% +13 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,339 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,517 shares 7,517 $313K 0.1% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 5,339 shares; 2025Q1: 5,357 shares; 2025Q2: 5,966 shares; 2025Q3: 6,069 shares; 2025Q4: 5,186 shares; 2026Q1: 4,327 shares 4,327 $304K 0.1% -859 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,602 shares; 2024Q4: 10,471 shares; 2025Q1: 9,641 shares; 2025Q2: 9,521 shares; 2025Q3: 11,211 shares; 2025Q4: 11,269 shares; 2026Q1: 10,751 shares 10,751 $302K 0.09% -518 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326 shares 326 $300K 0.09% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,213 shares; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 3,758 shares; 2026Q1: 3,597 shares 3,597 $298K 0.09% -161 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 982 shares; 2025Q1: 481 shares; 2025Q2: 511 shares; 2025Q3: 488 shares; 2025Q4: 469 shares; 2026Q1: 489 shares 489 $296K 0.09% +20 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,438 shares 14,438 $294K 0.09% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,553 shares; 2025Q1: 2,535 shares; 2025Q2: 2,343 shares; 2025Q3: 2,365 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares 2,296 $291K 0.09% 0 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 7,280 shares; 2025Q1: 7,025 shares; 2025Q2: 7,073 shares; 2025Q3: 7,073 shares; 2025Q4: 7,073 shares; 2026Q1: 7,072 shares 7,072 $290K 0.09% -1 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,767 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares 2,563 $290K 0.09% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 19,241 shares; 2025Q1: 12,684 shares; 2025Q2: 12,674 shares; 2025Q3: 12,216 shares; 2025Q4: 12,336 shares; 2026Q1: 12,353 shares 12,353 $288K 0.09% +17 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,734 shares; 2025Q1: 8,853 shares; 2025Q2: 9,018 shares; 2025Q3: 8,798 shares; 2025Q4: 6,301 shares; 2026Q1: 5,909 shares 5,909 $288K 0.09% -392 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,302 shares; 2024Q4: 16,329 shares; 2025Q1: 16,490 shares; 2025Q2: 16,530 shares; 2025Q3: 16,425 shares; 2025Q4: 16,147 shares; 2026Q1: 13,681 shares 13,681 $287K 0.09% -2,466 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,890 shares; 2025Q1: 3,653 shares; 2025Q2: 3,701 shares; 2025Q3: 3,421 shares; 2025Q4: 3,432 shares; 2026Q1: 2,522 shares 2,522 $283K 0.09% -910 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,603 shares; 2024Q4: 15,799 shares; 2025Q1: 17,153 shares; 2025Q2: 20,021 shares; 2025Q3: 14,497 shares; 2025Q4: 11,430 shares; 2026Q1: 3,110 shares 3,110 $283K 0.09% -8,320 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,607 shares; 2024Q4: 9,512 shares; 2025Q1: 9,486 shares; 2025Q2: 9,953 shares; 2025Q3: 10,211 shares; 2025Q4: 10,204 shares; 2026Q1: 9,338 shares 9,338 $280K 0.09% -866 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 12,206 shares; 2025Q1: 12,206 shares; 2025Q2: 12,206 shares; 2025Q3: 9,164 shares; 2025Q4: 9,328 shares; 2026Q1: 9,409 shares 9,409 $279K 0.09% +81 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,559 shares; 2026Q1: 2,336 shares 2,336 $279K 0.09% +777 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,444 shares 11,444 $278K 0.09% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,141 shares; 2025Q1: 6,482 shares; 2025Q2: 7,071 shares; 2025Q3: 7,244 shares; 2025Q4: 7,231 shares; 2026Q1: 7,221 shares 7,221 $277K 0.09% -10 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 381 shares; 2025Q2: 388 shares; 2025Q3: 391 shares; 2025Q4: 394 shares; 2026Q1: 397 shares 397 $277K 0.09% +3 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,327 shares; 2025Q1: 1,328 shares; 2025Q2: 1,330 shares; 2025Q3: 1,316 shares; 2025Q4: 1,116 shares; 2026Q1: 1,139 shares 1,139 $276K 0.09% +23 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 705 shares 705 $275K 0.09% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,283 shares; 2025Q1: 2,340 shares; 2025Q2: not reported; 2025Q3: 2,383 shares; 2025Q4: 1,906 shares; 2026Q1: 2,288 shares 2,288 $275K 0.09% +382 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,754 shares; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,127 shares; 2025Q4: 2,108 shares; 2026Q1: 2,188 shares 2,188 $272K 0.09% +80 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 2,157 shares; 2025Q1: 1,940 shares; 2025Q2: 1,920 shares; 2025Q3: 1,925 shares; 2025Q4: 2,178 shares; 2026Q1: 1,881 shares 1,881 $272K 0.09% -297 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,111 shares 4,111 $271K 0.08% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares; 2025Q4: 969 shares; 2026Q1: 942 shares 942 $271K 0.08% -27 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,871 shares; 2025Q1: 3,798 shares; 2025Q2: 3,798 shares; 2025Q3: 3,454 shares; 2025Q4: 3,456 shares; 2026Q1: 3,402 shares 3,402 $270K 0.08% -54 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,676 shares; 2025Q1: 2,382 shares; 2025Q2: 2,217 shares; 2025Q3: 2,224 shares; 2025Q4: 2,035 shares; 2026Q1: 1,968 shares 1,968 $258K 0.08% -67 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: not reported; 2025Q1: 3,797 shares; 2025Q2: 4,130 shares; 2025Q3: 3,956 shares; 2025Q4: 3,851 shares; 2026Q1: 3,438 shares 3,438 $250K 0.08% -413 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 697 shares; 2025Q1: 1,091 shares; 2025Q2: 1,079 shares; 2025Q3: 1,018 shares; 2025Q4: 1,021 shares; 2026Q1: 1,026 shares 1,026 $249K 0.08% +5 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,507 shares; 2025Q1: 4,471 shares; 2025Q2: 4,392 shares; 2025Q3: 3,627 shares; 2025Q4: 3,408 shares; 2026Q1: 3,332 shares 3,332 $248K 0.08% -76 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,940 shares; 2025Q4: 4,818 shares; 2026Q1: 4,461 shares 4,461 $246K 0.08% -357 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 1,829 shares; 2025Q1: 1,830 shares; 2025Q2: 1,831 shares; 2025Q3: 1,722 shares; 2025Q4: 1,723 shares; 2026Q1: 1,682 shares 1,682 $244K 0.08% -41 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: not reported; 2025Q4: 742 shares; 2026Q1: 743 shares 743 $243K 0.08% +1 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,975 shares 7,975 $242K 0.08% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,849 shares; 2026Q1: 3,807 shares 3,807 $239K 0.07% -42 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,192 shares 1,192 $235K 0.07% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,337 shares; 2026Q1: 5,337 shares 5,337 $235K 0.07% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,134 shares; 2026Q1: 3,877 shares 3,877 $234K 0.07% -257 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 5,927 shares; 2025Q1: 5,927 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares; 2025Q4: 5,927 shares; 2026Q1: 5,927 shares 5,927 $231K 0.07% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,841 shares; 2025Q4: 5,801 shares; 2026Q1: 5,230 shares 5,230 $228K 0.07% -571 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,004 shares; 2026Q1: 2,010 shares 2,010 $228K 0.07% +6 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 7,921 shares; 2025Q1: 7,921 shares; 2025Q2: 5,971 shares; 2025Q3: 5,321 shares; 2025Q4: 5,321 shares; 2026Q1: 5,321 shares 5,321 $226K 0.07% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,080 shares 7,080 $226K 0.07% new Timeline FMTL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,600 shares 6,600 $221K 0.07% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 4,683 shares; 2025Q1: 4,884 shares; 2025Q2: 4,508 shares; 2025Q3: 4,643 shares; 2025Q4: 4,583 shares; 2026Q1: 3,005 shares 3,005 $219K 0.07% -1,578 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,949 shares; 2024Q4: 5,828 shares; 2025Q1: not reported; 2025Q2: 5,319 shares; 2025Q3: 5,315 shares; 2025Q4: 5,374 shares; 2026Q1: 5,370 shares 5,370 $217K 0.07% -4 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares; 2025Q4: 1,067 shares; 2026Q1: 1,056 shares 1,056 $212K 0.07% -11 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,153 shares; 2025Q1: 12,153 shares; 2025Q2: 12,153 shares; 2025Q3: not reported; 2025Q4: 11,812 shares; 2026Q1: 11,823 shares 11,823 $211K 0.07% +11 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares; 2025Q4: 5,855 shares; 2026Q1: 5,805 shares 5,805 $210K 0.07% -50 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,119 shares; 2026Q1: 3,120 shares 3,120 $207K 0.06% +1 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,379 shares; 2025Q1: 5,379 shares; 2025Q2: 4,366 shares; 2025Q3: 4,280 shares; 2025Q4: 4,888 shares; 2026Q1: 4,342 shares 4,342 $206K 0.06% -546 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,203 shares; 2025Q4: 5,183 shares; 2026Q1: 5,181 shares 5,181 $204K 0.06% -2 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 8,728 shares; 2025Q1: 8,859 shares; 2025Q2: 8,799 shares; 2025Q3: 9,445 shares; 2025Q4: 8,229 shares; 2026Q1: 8,170 shares 8,170 $204K 0.06% -59 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,078 shares; 2025Q1: 1,979 shares; 2025Q2: 1,981 shares; 2025Q3: 1,983 shares; 2025Q4: 1,985 shares; 2026Q1: 1,979 shares 1,979 $203K 0.06% -6 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,058 shares 1,058 $203K 0.06% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 10,965 shares; 2025Q1: 11,092 shares; 2025Q2: 11,116 shares; 2025Q3: 12,173 shares; 2025Q4: 12,099 shares; 2026Q1: 10,561 shares 10,561 $188K 0.06% -1,538 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,916 shares 17,916 $156K 0.05% new Timeline SITS SOUTHERN ITS INTERNATIONAL INC More: the full row for SOUTHERN ITS INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500,000 shares; 2025Q1: 500,000 shares; 2025Q2: 500,000 shares; 2025Q3: 500,000 shares; 2025Q4: 936,941 shares; 2026Q1: 936,941 shares 936,941 $23.4K 0.01% 0 Timeline