Cambridge Investment Research Advisors, Inc. NFTY — FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  15 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 (NFTY) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows NFTY at 0.00% 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 NFTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50, 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
2026 Q2

NFTY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

NFTY stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held NFTY — position size vs. price
% of Fund (quarterly)    NFTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 24,759 +2,121 +9.4% 0.00% $1K 2026-07-30 $54.61
2026 Q1 ADDED — — — 22,638 +1,852 +8.9% 0.00% $1K 2026-04-30 $53.85
2025 Q4 REDUCED 37.8% -11.2% ✅ 20,786 -12,632 -37.8% 0.00% $1.2M 2026-02-05 $57.46
2025 Q3 ADDED — — — 33,418 +1,320 +4.1% 0.01% $1.9M 2025-11-12 $58.17
2025 Q2 ADDED — — — 32,098 +5 +0.0% 0.01% $1.9M 2025-07-31 $55.77
2025 Q1 REDUCED 43.7% +7.5% ❌ 32,093 -24,890 -43.7% 0.01% $1.8M 2025-04-22 $56.75
2024 Q4 ADDED — — — 56,983 +4,954 +9.5% 0.01% $3.2M 2025-02-14 $53.24
2024 Q3 ADDED — — — 52,029 +5,398 +11.6% 0.01% $3.4M 2024-10-28 $58.74
2024 Q2 ADDED — — — 46,631 +5,893 +14.5% 0.01% $2.8M 2024-07-26 $60.60
2024 Q1 ADDED — — — 40,738 +1,555 +4.0% 0.01% $2.3M 2024-04-24 $54.99
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NFTY

As of 2026 Q2 — sorted by position size

Crumly & Associates Inc. 3Y 3.02% Merkkuri Wealth Advisors LLC 1.44% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 0.48% Archer Investment Corp 3Y 0.48% Purus Wealth Management, LLC 3Y 0.45% Deeter Investments LLP 0.38% PRIVATE CLIENT SERVICES, LLC 0.34% CASTLEKEEP INVESTMENT ADVISORS LLC 0.34% FLOW TRADERS U.S. LLC 3Y 7Y 0.15% Prasad Wealth Partners, LLC 0.14%

FAQ About Cambridge Investment Research Advisors, Inc. and NFTY

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

How long has Cambridge Investment Research Advisors, Inc. reported owning NFTY?

Cambridge Investment Research Advisors, Inc. reported NFTY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NFTY position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for NFTY was 0.01% in 2024 Q3.

What is the latest reported NFTY position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 24,759 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this NFTY ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly NFTY 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.

How well did Cambridge Investment Research Advisors, Inc. time their NFTY position?

Based on 13F filing dates vs. subsequent NFTY price moves, Cambridge Investment Research Advisors, Inc. correctly timed 10 out of 14 reported position changes (71%). The annualised alpha on NFTY relative to SPY over the holding period was -10.1%.

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