Crumly & Associates Inc.

CIK 0001759578 • 6 13F filings • Apr 22, 2025 – Jul 8, 2026

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Filer information

Filed by: Crumly & Associates Inc., Chief Compliance Officer
Address: 1200 CENTRE WEST DRIVE, SPRINGFIELD, IL, 62704
Phone: 2173213210
AUM: $476.7M

AUM over time

$563.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $522.3M193 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$711K	0.1%	2,825 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$340K	0.1%Prev: 0.1%	2,731 SH	Increased+1,997 SH
ADOBE INC	COM	$455K	0.1%Prev: 0.1%	2,219 SH	Increased+1,512 SH
ADVANCED MICRO DEVICES INC	COM	$959K	0.2%	1,650 SH	New
ALLEGION PLC	ORD SHS	$362K	0.1%	2,580 SH	New
ALLIANT ENERGY CORP	COM	$241K	0.0%	3,163 SH	New
ALPHABET INC	CAP STK CL A	$2.1M	0.4%Prev: 0.2%	5,883 SH	Increased+280 SH
ALPHABET INC	CAP STK CL C	$289K	0.1%	818 SH	New
ALTRIA GROUP INC	COM	$245K	0.0%Prev: 0.1%	3,412 SH	Decreased-800 SH
AMAZON COM INC	COM	$2.4M	0.5%Prev: 0.5%	9,866 SH	Increased+1,214 SH
AMEREN CORP	COM	$293K	0.1%Prev: 0.1%	2,592 SH	Increased-392 SH
AMERICAN EXPRESS CO	COM	$779K	0.1%Prev: 0.2%	2,302 SH	Increased+302 SH
AMERICAN TOWER CORP	COM	$325K	0.1%	1,985 SH	New
AMGEN INC	COM	$408K	0.1%Prev: 0.1%	1,128 SH	Increased-18 SH
APPLE INC	COM	$7.4M	1.4%Prev: 0.9%	25,444 SH	Increased+6,422 SH
APPLIED DIGITAL CORP	COM NEW	$793K	0.2%Prev: 0.1%	21,270 SH	Increased-421 SH
APTARGROUP INC	COM	$349K	0.1%	2,786 SH	New
ARISTA NETWORKS INC	COM SHS	$483K	0.1%	2,844 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$217K	0.0%	109 SH	New
ASTRAZENECA PLC	ORD	$1.0M	0.2%	5,313 SH	New
AT&T INC	COM	$423K	0.1%Prev: 0.1%	20,424 SH	Decreased+46 SH
AUTONATION INC	COM	$453K	0.1%Prev: 0.1%	2,439 SH	Increased+753 SH
BANK OF AMER CORP	COM	$501K	0.1%	8,801 SH	New
BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$234K	0.0%	6,214 SH	New
BITWISE BITCOIN ETF TR	SHS BEN INT	$7.9M	1.5%Prev: 1.7%	249,044 SH	Increased+127,411 SH
BLACKROCK INC	COM	$875K	0.2%Prev: 0.2%	910 SH	Increased+86 SH
BLACKSTONE MORTGAGE TRUST IN	COM CL A	$276K	0.1%	16,291 SH	New
BOSTON SCIENTIFIC CORP	COM	$213K	0.0%Prev: 0.2%	4,991 SH	Decreased-1,002 SH
BROADCOM INC	COM	$3.9M	0.7%Prev: 0.7%	10,347 SH	Increased+294 SH
BUNGE GLOBAL SA	COM SHS	$402K	0.1%	3,765 SH	New
CATERPILLAR INC	COM	$212K	0.0%	199 SH	New
CHART INDS INC	COM	$596K	0.1%Prev: 0.1%	2,852 SH	Increased+949 SH
CHEVRON CORPORATION	COM	$655K	0.1%	3,949 SH	New
CISCO SYS INC	COM	$547K	0.1%Prev: 0.1%	4,653 SH	Increased-605 SH
CITIZENS FINL GROUP INC	COM	$426K	0.1%Prev: 0.1%	6,073 SH	Increased+44 SH
COMCAST CORP NEW	CL A	$260K	0.0%Prev: 0.1%	10,585 SH	Decreased-2,136 SH
CONSTELLATION ENERGY CORP	COM	$1.0M	0.2%Prev: 0.3%	4,147 SH	Decreased+773 SH
COREWEAVE INC	COM CL A	$3.4M	0.7%	34,452 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.8M	0.4%Prev: 0.3%	2,406 SH	Increased+266 SH
CUMMINS INC	COM	$769K	0.1%Prev: 0.1%	1,078 SH	Increased-303 SH
DBX ETF TR	XTRA RU 1000 ETF	$6.0M	1.1%	91,913 SH	New
DBX ETF TR	XTRACK MUN INFRA	$832K	0.2%Prev: 0.2%	32,873 SH	Decreased-6,295 SH
DBX ETF TR	XTRACKERS FTSE	$1.6M	0.3%Prev: 0.3%	41,235 SH	Increased
EAST WEST BANCORP INC	COM	$872K	0.2%Prev: 0.2%	6,755 SH	Decreased-1,917 SH
EATON CORP PLC	SHS	$670K	0.1%Prev: 0.1%	1,573 SH	Increased+259 SH
ELI LILLY & CO	COM	$951K	0.2%Prev: 0.1%	793 SH	Increased+194 SH
EMERSON ELEC CO	COM	$634K	0.1%Prev: 0.1%	4,430 SH	Increased+2,000 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$324K	0.1%	16,948 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$1.2M	0.2%Prev: 0.1%	33,637 SH	Increased+15,853 SH
EOG RES INC	COM	$433K	0.1%Prev: 0.1%	3,336 SH	Increased-282 SH
ETF SER SOLUTIONS	DISTILLATE INTNL	$21.0M	4.0%Prev: 2.9%	641,780 SH	Increased+218,475 SH
ETF SER SOLUTIONS	DISTILLATE SMLMD	$582K	0.1%Prev: 0.3%	14,429 SH	Decreased-17,680 SH
ETF SER SOLUTIONS	DISTILLATE US	$22.4M	4.3%Prev: 4.9%	374,640 SH	Increased+14,226 SH
EVERPURE INC	CL A	$620K	0.1%	7,870 SH	New
EXXON MOBIL CORP	COM	$447K	0.1%	3,271 SH	New
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$9.8M	1.9%Prev: 2.0%	140,850 SH	Increased+16,917 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$434K	0.1%Prev: 0.1%	4,216 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$886K	0.2%Prev: 0.2%	11,467 SH	Increased+1,380 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$416K	0.1%Prev: 0.1%	4,175 SH	Increased
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$9.6M	1.8%Prev: 1.6%	33,452 SH	Increased-126 SH
FIDELITY MERRIMACK STR TR	AAA CLO ETF	$898K	0.2%	17,903 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$944K	0.2%Prev: 0.2%	18,385 SH	Increased
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$996K	0.2%Prev: 0.7%	20,536 SH	Decreased-40,030 SH
FIRST TR EXCH TRD ALPHDX FD	INDIA NFTY50 EQW	$15.8M	3.0%Prev: 2.6%	293,242 SH	Increased+117,915 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$11.5M	2.2%Prev: 2.7%	99,902 SH	Increased-22,940 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$13.3M	2.5%Prev: 2.0%	99,934 SH	Increased+220 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$26.2M	5.0%Prev: 5.3%	322,777 SH	Increased-27,201 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$20.2M	3.9%	468,829 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$343K	0.1%	1,768 SH	New
FIRST TR EXCHANGE-TRADED FD	ENERGY ALPHADX	$2.8M	0.5%	140,849 SH	New
FIRST TR EXCHANGE-TRADED FD	FINLS ALPHADEX	$1.6M	0.3%	25,838 SH	New
FIRST TR EXCHANGE-TRADED FD	INDLS PROD DUR	$3.1M	0.6%	33,874 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX NAT RE ETF	$360K	0.1%	22,683 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$4.7M	0.9%	29,243 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$11.1M	2.1%	58,095 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$3.2M	0.6%Prev: 0.7%	72,836 SH	Increased-60 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$8.5M	1.6%	176,792 SH	New
FORTINET INC	COM	$888K	0.2%Prev: 0.1%	5,778 SH	Increased+2,562 SH
FREEPORT MCMORAN INC	CL B	$276K	0.1%	4,389 SH	New
GE VERNOVA INC	COM	$403K	0.1%	343 SH	New
GENTEX CORP	COM	$336K	0.1%	13,291 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.4M	0.3%Prev: 0.3%	1,370 SH	Increased-109 SH
GROUP 1 AUTOMOTIVE INC	COM	$422K	0.1%Prev: 0.2%	1,449 SH	Decreased-76 SH
HONEYWELL AEROSPACE INC	COM	$289K	0.1%	1,306 SH	New
HONEYWELL INTL INC	COM	$298K	0.1%Prev: 0.1%	1,330 SH	Decreased-521 SH
HSBC HLDGS PLC	SPON ADR NEW	$675K	0.1%Prev: 0.1%	7,097 SH	Increased-550 SH
INTEL CORP	COM	$410K	0.1%	2,936 SH	New
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$208K	0.0%	8,576 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.6M	1.1%	26,521 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.4%Prev: 0.2%	2,990 SH	Increased+1,648 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$229K	0.0%	6,876 SH	New
ISHARES GOLD TR	ISHARES NEW	$362K	0.1%Prev: 0.1%	4,797 SH	Increased-843 SH
ISHARES INC	EM MKTS DIV ETF	$394K	0.1%Prev: 0.1%	12,235 SH	Increased+3,605 SH
ISHARES SILVER TR	ISHARES	$675K	0.1%Prev: 0.1%	12,618 SH	Increased+4,006 SH
ISHARES TR	CORE DIV GRWTH	$8.7M	1.7%Prev: 1.9%	114,563 SH	Increased-9,426 SH
ISHARES TR	CORE S&P MCP ETF	$3.8M	0.7%Prev: 0.8%	49,193 SH	Increased-1,532 SH
ISHARES TR	CORE S&P TTL STK	$323K	0.1%Prev: 0.1%	1,965 SH	Increased
ISHARES TR	HDG MSCI EAFE	$29.0M	5.6%Prev: 3.9%	618,984 SH	Increased+191,564 SH
ISHARES TR	ISHS 5-10YR INVT	$246K	0.0%	4,625 SH	New
ISHARES TR	MSCI EMG MKT ETF	$423K	0.1%	6,189 SH	New
ISHARES TR	MSCI INDIA SM CP	$13.5M	2.6%Prev: 1.8%	191,179 SH	Increased+93,685 SH
ISHARES TR	MSCI INTL QUALTY	$4.5M	0.9%Prev: 1.3%	90,578 SH	Decreased-30,977 SH
ISHARES TR	NATIONAL MUN ETF	$1000K	0.2%Prev: 0.3%	9,291 SH	Decreased-1,269 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.2%Prev: 0.3%	9,080 SH	Decreased+6,075 SH
ISHARES TR	RUS 1000 VAL ETF	$240K	0.0%Prev: 0.2%	992 SH	Decreased-3,417 SH
ISHARES TR	RUS MID CAP ETF	$1.9M	0.4%Prev: 0.5%	16,792 SH	Decreased-5,044 SH
ISHARES TR	RUS TP200 GR ETF	$11.7M	2.2%Prev: 2.5%	40,226 SH	Increased-1,202 SH
ISHARES TR	RUSSELL 2000 ETF	$265K	0.1%	882 SH	New
ISHARES TR	S&P 500 VAL ETF	$229K	0.0%	1,009 SH	New
ISHARES TR	SELECT DIVID ETF	$256K	0.0%	1,635 SH	New
ISHARES TR	US HOME CONS ETF	$264K	0.1%Prev: 0.1%	2,525 SH	Increased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$24.5M	4.7%Prev: 7.0%	248,565 SH	Decreased-87,547 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$2.4M	0.5%Prev: 0.6%	30,838 SH	Decreased-9,733 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$687K	0.1%Prev: 0.1%	12,155 SH	Increased+7,977 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$5.3M	1.0%Prev: 0.4%	105,539 SH	Increased+73,998 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$231K	0.0%Prev: 4.4%	4,562 SH	Decreased-351,577 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$13.9M	2.7%Prev: 1.2%	276,101 SH	Increased+179,108 SH
JOHNSON & JOHNSON	COM	$543K	0.1%	2,137 SH	New
JPMORGAN CHASE & CO	COM	$2.2M	0.4%	6,613 SH	New
KLA CORP	COM NEW	$2.6M	0.5%Prev: 0.2%	8,738 SH	Increased+7,798 SH
LITHIA MTRS INC	COM	$362K	0.1%	1,246 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$144K	0.0%Prev: 0.0%	24,754 SH	Increased-5,618 SH
MARVELL TECHNOLOGY INC	COM	$497K	0.1%Prev: 0.1%	1,668 SH	Decreased-5,390 SH
MERCK & CO INC	COM	$1.2M	0.2%Prev: 0.2%	9,224 SH	Increased+1,302 SH
META PLATFORMS INC	CL A	$821K	0.2%Prev: 0.2%	1,458 SH	Increased+373 SH
METLIFE INC	COM	$370K	0.1%Prev: 0.1%	4,378 SH	Decreased-858 SH
MICRON TECHNOLOGY INC	COM	$809K	0.2%	701 SH	New
MICROSOFT CORP	COM	$2.2M	0.4%Prev: 0.6%	5,933 SH	Decreased+919 SH
MORGAN STANLEY ETF TRUST	EATO VAN MU ETF	$4.1M	0.8%	76,536 SH	New
MP MATERIALS CORP	COM CL A	$428K	0.1%	7,644 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$272K	0.1%	986 SH	New
NETFLIX INC.	COM	$1.5M	0.3%	20,983 SH	New
NEWMONT CORP	COM	$870K	0.2%Prev: 0.1%	9,313 SH	Increased+726 SH
NEXTERA ENERGY INC	COM	$678K	0.1%Prev: 0.1%	7,726 SH	Increased-25 SH
NISOURCE INC	COM	$989K	0.2%Prev: 0.2%	20,791 SH	Increased+2,517 SH
NVIDIA CORPORATION	COM	$2.6M	0.5%Prev: 0.4%	12,988 SH	Increased+2,321 SH
NXP SEMICONDUCTORS N V	COM	$564K	0.1%Prev: 0.1%	2,008 SH	Increased+911 SH
OMNICOM GROUP INC	COM	$388K	0.1%	5,330 SH	New
ORACLE CORP	COM	$480K	0.1%	3,278 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$658K	0.1%Prev: 0.1%	5,639 SH	Increased+1,707 SH
PALO ALTO NETWORKS INC	COM	$1.3M	0.2%	3,682 SH	New
PEPSICO INC	COM	$465K	0.1%Prev: 0.1%	3,432 SH	Increased+1,393 SH
PGIM ETF TR	AAA CLO ETF	$2.9M	0.5%	55,875 SH	New
PGIM ETF TR	SHRT DUR HGH YLD	$13.5M	2.6%	271,387 SH	New
PIMCO ACCESS INCOME FUND	SHS BENFIN INT	$578K	0.1%Prev: 0.1%	39,750 SH	Decreased
PIMCO DYNAMIC INCOME OPRNTS	COM BEN SHS	$357K	0.1%Prev: 0.0%	27,000 SH	Increased+14,500 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$6.3M	1.2%Prev: 0.8%	124,280 SH	Increased+55,298 SH
PITNEY BOWES INC	COM	$204K	0.0%Prev: 0.1%	11,660 SH	Decreased-13,635 SH
PNC FINL SVCS GROUP INC	COM	$998K	0.2%Prev: 0.1%	4,055 SH	Increased+766 SH
PROLOGIS INC.	COM	$1.4M	0.3%Prev: 0.2%	10,128 SH	Increased+2,370 SH
PURPLE INNOVATION INC	COM	$119K	0.0%Prev: 0.0%	333,263 SH	Decreased+78,650 SH
QUALCOMM INC	COM	$653K	0.1%Prev: 0.1%	3,534 SH	Increased+1,491 SH
ROCKET LAB CORP	COM	$304K	0.1%	2,994 SH	New
RTX CORPORATION	COM	$241K	0.0%	1,271 SH	New
SALESFORCE INC	COM	$524K	0.1%Prev: 0.1%	3,346 SH	Decreased+1,157 SH
SCHWAB CHARLES CORP	COM	$967K	0.2%Prev: 0.2%	10,479 SH	Increased+1,452 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$236K	0.0%	8,526 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.4M	0.3%	8,741 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$4.8M	0.9%	90,826 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$2.1M	0.4%	38,491 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$1.3M	0.2%	25,744 SH	New
SLB LIMITED	COM STK	$628K	0.1%	13,499 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$605K	0.1%	3,541 SH	New
SPDR GOLD TR	GOLD SHS	$1.2M	0.2%	3,232 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$562K	0.1%	6,186 SH	New
SPDR SERIES TRUST	ST STR R1K YLD	$1.8M	0.3%	13,723 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$3.0M	0.6%	5,754 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.2M	0.8%	5,653 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$318K	0.1%Prev: 0.1%	4,711 SH	Increased
T-MOBILE US INC	COM	$642K	0.1%Prev: 0.2%	3,825 SH	Decreased+522 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.5M	0.5%	5,198 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$613K	0.1%Prev: 0.1%	919 SH	Increased+200 SH
TESLA INC	COM	$2.0M	0.4%Prev: 0.3%	4,698 SH	Increased+201 SH
TIDAL TRUST II	HILT SMAL MI ETF	$14.3M	2.7%	461,501 SH	New
TJX COS INC NEW	COM	$322K	0.1%Prev: 0.1%	2,124 SH	Increased-120 SH
TOTALENERGIES SE	ACT	$704K	0.1%	9,058 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$287K	0.1%Prev: 0.1%	3,468 SH	Increased+2,890 SH
VANGUARD INDEX FDS	GROWTH ETF	$210K	0.0%	2,436 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$238K	0.0%	2,948 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.6M	1.6%Prev: 1.7%	12,477 SH	Increased+172 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$302K	0.1%	1,242 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$294K	0.1%Prev: 0.1%	970 SH	Increased-2 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$215K	0.0%	587 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$310K	0.1%	839 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$218K	0.0%	2,458 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$609K	0.1%	10,325 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$5.4M	1.0%Prev: 1.4%	42,603 SH	Decreased-11,910 SH
VANGUARD STAR FDS	VG TL INTL STK F	$414K	0.1%Prev: 0.1%	4,838 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$346K	0.1%Prev: 0.1%	2,896 SH	Decreased+2,262 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$12.5M	2.4%Prev: 3.2%	76,747 SH	Decreased-24,111 SH
VERIZON COMMUNICATIONS INC	COM	$537K	0.1%Prev: 0.1%	12,686 SH	Increased+4,666 SH
VISA INC	COM CL A	$965K	0.2%Prev: 0.2%	2,811 SH	Increased+686 SH
WALMART INC	COM	$1.7M	0.3%Prev: 0.3%	15,200 SH	Increased+1,408 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $224K
AMERICAN TOWER CORP NEW — $230K
ASTRAZENECA PLC — $494K
BALL CORP — $230K
BANK AMERICA CORP — $570K
CAPITAL GRP FIXED INCM ETF T — $5.6M
CHEVRON CORP NEW — $498K
CYBERARK SOFTWARE LTD — $498K
DBX ETF TR — $5.8M
EBAY INC. — $311K
FIDELITY MERRIMACK STR TR — $5.8M
FIRST TR EXCHANGE TRADED FD — $3.0M
FIRST TR EXCHANGE TRADED FD — $1.6M
FIRST TR EXCHANGE TRADED FD — $2.5M
FIRST TR EXCHANGE TRADED FD — $249K
FIRST TR EXCHANGE-TRADED FD — $13.7M
FIRST TR MORNINGSTAR DIVID L — $838K
FIRST TR NAS100 EQ WEIGHTED — $4.8M
FIRST TR VALUE LINE DIVID IN — $7.3M
FIRST TRUST LRGCP GWT ALPHAD — $396K
… and 27 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001759578-26-000002	$476.7M	View
Oct 7, 2026	Q3 2026	13F-HR	0001759578-26-000008	$563.5M	View
Nov 3, 2025	Q3 2025