FDN β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Integrity Financial Corp /WA  Β·  15 quarters on record

AI Ownership Summary

Integrity Financial Corp /WA reported FIRST TR EXCHANGE-TRADED FD (FDN) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows FDN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Financial Corp /WA's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FDN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Integrity Financial Corp /WA held FDN β€” position size vs. price
% of Fund (quarterly)    FDN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 68 β€” 0% 0.01% $19K 2025-11-06 $270.95
2025 Q2 UNCHANGED 68 β€” 0% 0.01% $18K 2025-08-05 $266.88
2025 Q1 UNCHANGED 68 β€” 0% 0.01% $15K 2025-05-12 $246.67
2024 Q4 UNCHANGED 68 β€” 0% 0.01% $17K 2025-02-13 $265.41
2024 Q3 UNCHANGED 68 β€” 0% 0.01% $14K 2024-10-21 $219.71
2024 Q2 UNCHANGED 68 β€” 0% 0.01% $14K 2024-07-30 $196.00
2024 Q1 UNCHANGED 68 β€” 0% 0.01% $14K 2024-05-02 $200.13
2023 Q4 UNCHANGED 68 β€” 0% 0.01% $13K 2024-02-07 $199.27
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Integrity Financial Corp /WA and FDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrity Financial Corp /WA reported owning FDN?

Integrity Financial Corp /WA reported FDN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FDN position in Integrity Financial Corp /WA's portfolio?

The largest reported portfolio weight for FDN was 0.01% in 2024 Q1.

What is the latest reported FDN position on this page?

The most recent filing on this page is 2025 Q3, when Integrity Financial Corp /WA reported 68 shares, equal to 0.01% of portfolio, with an estimated market value of $19K.

What does the chart on this FDN ownership page compare?

The chart compares Integrity Financial Corp /WA's quarterly FDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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