Crumly & Associates Inc. FTRI β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Crumly & Associates Inc.  Β·  5 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported FIRST TR EXCHANGE TRADED FD (FTRI) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows FTRI at 0.07% 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.

What this FTRI 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 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
2026 Q2

FTRI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 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.

FTRI stock page Crumly & Associates Inc. fund profile Crumly & Associates Inc. full holdings
How Crumly & Associates Inc. held FTRI β€” position size vs. price
% of Fund (quarterly)    FTRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 22,683 +6,821 +43.0% 0.07% $360K 2026-07-08 $16.00
2026 Q1 ADDED β€” β€” β€” 15,862 +3,766 +31.1% 0.06% $283K 2026-04-02 $17.95
2025 Q4 REDUCED β€” β€” β€” 12,096 -259 -2.1% 0.04% $190K 2026-01-14 $16.93
2025 Q3 REDUCED 29.3% +4.0% ❌ 12,355 -5,111 -29.3% 0.04% $188K 2025-11-03 $14.46
2025 Q2 INITIATED β€” β€” β€” 17,466 β€” β€” 0.06% $249K 2025-07-02 $14.25

🏒 Other funds also holding FTRI

As of 2026 Q2 β€” sorted by position size

Quad-Cities Investment Group, LLC 3Y 7Y 0.11% Focus Financial Network, Inc. 0.01% Piscataqua Savings Bank 3Y 0.0% Trust Co 3Y 7Y 0.0%

FAQ About Crumly & Associates Inc. and FTRI

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 FTRI?

Crumly & Associates Inc. reported FTRI across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for FTRI was 0.07% in 2026 Q2.

What is the latest reported FTRI position on this page?

The most recent filing on this page is 2026 Q2, when Crumly & Associates Inc. reported 22,683 shares, equal to 0.07% of portfolio, with an estimated market value of $360K.

What does the chart on this FTRI ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly FTRI 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 Crumly & Associates Inc. time their FTRI position?

Based on 13F filing dates vs. subsequent FTRI price moves, Crumly & Associates Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FTRI relative to SPY over the holding period was -7.5%.

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