Crumly & Associates Inc. NFTY — FIRST TR EXCH TRD ALPHDX FD

Ownership history in Crumly & Associates Inc.  ·  13 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported FIRST TR EXCH TRD ALPHDX FD (NFTY) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.05% in 2026 Q1. The latest visible filing shows NFTY at 3.05% 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 Crumly & Associates Inc.'s position in FIRST TR EXCH TRD ALPHDX 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 Q1

NFTY was reported at 3.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.05% in 2026 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 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.

NFTY stock page Crumly & Associates Inc. fund profile Crumly & Associates Inc. full holdings
How Crumly & Associates 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 Q1 ADDED — — — 282,009 +91,576 +48.1% 3.05% $14.5M 2026-05-15 (Est.) $53.66
2025 Q4 ADDED — — — 190,433 +5,994 +3.2% 2.33% $11.1M 2026-01-14 $57.49
2025 Q3 ADDED — — — 184,439 +9,112 +5.2% 2.30% $10.5M 2025-11-03 $57.91
2025 Q2 ADDED — — — 175,327 +6,550 +3.9% 2.56% $10.5M 2025-07-02 $58.85
2025 Q1 ADDED — — — 168,777 +15,221 +9.9% 2.60% $9.4M 2025-04-22 $56.75
2024 Q4 ADDED — — — 153,556 +4,768 +3.2% 2.34% $8.6M 2025-02-03 $54.04
2024 Q3 ADDED — — — 148,788 +9,628 +6.9% 2.67% $9.6M 2024-11-01 $58.54
2024 Q2 REDUCED — — — 139,160 -2,597 -1.8% 2.42% $8.4M 2024-08-02 $60.09
2024 Q1 ADDED — — — 141,757 +242 +0.2% 2.12% $8.1M 2024-05-01 $55.31
2023 Q4 REDUCED 25.0% +6.0% ❌ 141,515 -47,231 -25.0% 2.14% $7.7M 2024-01-29 $52.94
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NFTY

As of 2026 Q1 — sorted by position size

Merkkuri Wealth Advisors LLC 1.21% Purus Wealth Management, LLC 3Y 0.58% Archer Investment Corp 3Y 0.56% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 0.55% PRIVATE CLIENT SERVICES, LLC 0.52% Prasad Wealth Partners, LLC 0.16% Geneos Wealth Management Inc. 3Y 0.11% Summit Wealth Partners, LLC 0.04% Clear Creek Financial Management, LLC 3Y 0.03% Triad Wealth Partners, LLC 0.02%

FAQ About Crumly & Associates 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 Crumly & Associates Inc. reported owning NFTY?

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

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

The largest reported portfolio weight for NFTY was 3.05% in 2026 Q1.

What is the latest reported NFTY position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 282,009 shares, equal to 3.05% of portfolio, with an estimated market value of $14.5M.

What does the chart on this NFTY ownership page compare?

The chart compares Crumly & Associates 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 Crumly & Associates Inc. time their NFTY position?

Based on 13F filing dates vs. subsequent NFTY price moves, Crumly & Associates Inc. correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on NFTY relative to SPY over the holding period was -11.0%.

← Back to Crumly & Associates Inc. Holdings