NFTY β€” FIRST TR EXCH TRD ALPHDX FD

Ownership history in StoneX Group Inc.  Β·  9 quarters on record

AI Ownership Summary

StoneX Group Inc. reported FIRST TR EXCH TRD ALPHDX FD (NFTY) in 9 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.81% in 2024 Q3. The latest visible filing shows NFTY at 0.28% 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 StoneX Group 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
2025 Q4

NFTY was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% 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 Q2 to 2025 Q4

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 StoneX Group Inc. held NFTY β€” position size vs. price
% of Fund (quarterly)    NFTY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 111,654 -5,631 -4.8% 0.28% $6.5M 2026-02-14 (Est.) $57.65
2025 Q3 ADDED 117,285 +1,238 +1.1% 0.29% $6.7M 2025-11-14 $58.26
2025 Q2 REDUCED 116,047 -17,843 -13.3% 0.34% $7.0M 2025-08-13 $56.42
2025 Q1 REDUCED 133,890 -41,966 -23.9% 0.47% $7.5M 2025-05-15 $58.40
2024 Q4 ADDED 175,856 +34,070 +24.0% 0.64% $9.8M 2025-02-12 $53.06
2024 Q3 ADDED 141,786 +16,003 +12.7% 0.81% $9.2M 2024-11-12 $56.64
2024 Q2 ADDED 125,783 +121,199 +2644.0% 0.74% $7.6M 2024-08-07 $59.50
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About StoneX Group 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 StoneX Group Inc. reported owning NFTY?

StoneX Group Inc. reported NFTY across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported NFTY position in StoneX Group Inc.'s portfolio?

The largest reported portfolio weight for NFTY was 0.81% in 2024 Q3.

What is the latest reported NFTY position on this page?

The most recent filing on this page is 2025 Q4, when StoneX Group Inc. reported 111,654 shares, equal to 0.28% of portfolio, with an estimated market value of $6.5M.

What does the chart on this NFTY ownership page compare?

The chart compares StoneX Group 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.

← Back to StoneX Group Inc. Holdings