FTEC FIDELITY COVINGTON TR

Ownership history in Crumly & Associates Inc.  ·  26 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported FIDELITY COVINGTON TR (FTEC) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.53% in 2024 Q2. The latest visible filing shows FTEC at 1.50% 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 FTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in FIDELITY COVINGTON TR, 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 Q1

FTEC was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.53% in 2024 Q2

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 2026 Q1

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 Crumly & Associates Inc. held FTEC — position size vs. price
% of Fund (quarterly)    FTEC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 34,272 -120 -0.3% 1.50% $7.1M 2026-05-15 (Est.) $219.89
2025 Q4 ADDED 34,392 +467 +1.4% 1.62% $7.7M 2026-01-14 $224.96
2025 Q3 ADDED 33,925 +347 +1.0% 1.65% $7.5M 2025-11-03 $236.76
2025 Q2 REDUCED 33,578 -6,695 -16.6% 1.61% $6.6M 2025-07-02 $197.13
2025 Q1 REDUCED 40,273 -704 -1.7% 1.79% $6.5M 2025-04-22 $149.17
2024 Q4 REDUCED 40,977 -687 -1.6% 2.06% $7.6M 2025-02-03 $179.45
2024 Q3 REDUCED 41,664 -29,881 -41.8% 2.01% $7.3M 2024-11-01 $173.13
2024 Q2 REDUCED 71,545 -1,519 -2.1% 3.53% $12.3M 2024-08-02 $157.42
2024 Q1 REDUCED 73,064 -47 -0.1% 2.99% $11.4M 2024-05-01 $143.94
2023 Q4 ADDED 73,111 +48,806 +200.8% 3.04% $10.9M 2024-01-29 $149.58
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and FTEC

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

How long has Crumly & Associates Inc. reported owning FTEC?

Crumly & Associates Inc. reported FTEC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTEC position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for FTEC was 3.53% in 2024 Q2.

What is the latest reported FTEC position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 34,272 shares, equal to 1.50% of portfolio, with an estimated market value of $7.1M.

What does the chart on this FTEC ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly FTEC 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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