Integrity Financial Corp /WA - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 2 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Integrity Financial Corp /WA ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$339,750
-1.7%
10,1600.0%0.26%
+2.0%
Q2 2023$345,542
-4.2%
10,1600.0%0.25%
-13.7%
Q1 2023$360,68010,1600.29%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 2023
NameSharesValueWeighting ↓
HC Advisors, LLC 279,665$10,471,0006.64%
Southland Equity Partners LLC 391,065$14,641,4726.09%
Key Client Fiduciary Advisors, LLC 154,178$5,772,0004.56%
HFG Advisors, Inc. 82,506$3,089,0003.53%
Fulcrum Equity Management 158,515$5,935,0003.52%
Harvest Investment Services, LLC 100,927$3,778,0002.26%
ICA Group Wealth Management, LLC 297,745$11,502,0002.19%
PROVENCE WEALTH MANAGEMENT GROUP 50,548$1,893,0002.16%
Total Clarity Wealth Management, Inc. 75,761$2,836,0001.56%
Leelyn Smith, LLC 141,278$5,289,0001.38%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders