Crumly & Associates Inc. First Tr Morningstar Dividend Transaction History

Crumly & Associates Inc.

  • $333 Million
  • Q2 2025

A detailed history of Crumly & Associates Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Crumly & Associates Inc. holds 20,005 shares of FDL stock, worth $878,219. This represents 0.25% of its overall portfolio holdings.

Number of Shares
20,005
Previous 23,251 13.96%
Holding current value
$878,219
Previous $1.01 Million 17.13%
% of portfolio
0.25%
Previous 0.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 02, 2025
SELL
$38.19 - $43.19 $123,964 - $140,194
-3,246 Reduced 13.96%
20,005 $837,000
Q1 2025

Apr 22, 2025
BUY
$39.69 - $43.83 $184,836 - $204,116
4,657 Added 25.05%
23,251 $1.01 Million
Q4 2024

Feb 03, 2025
SELL
$39.59 - $43.95 $637,478 - $707,682
-16,102 Reduced 46.41%
18,594 $748,000
Q3 2024

Nov 01, 2024
SELL
$37.66 - $42.06 $101,945 - $113,856
-2,707 Reduced 7.24%
34,696 $1.46 Million
Q2 2024

Aug 02, 2024
SELL
$36.38 - $39.01 $90,877 - $97,446
-2,498 Reduced 6.26%
37,403 $1.42 Million
Q1 2024

May 01, 2024
SELL
$35.29 - $38.48 $2.33 Million - $2.54 Million
-66,104 Reduced 62.36%
39,901 $1.54 Million
Q4 2023

Jan 29, 2024
BUY
$31.58 - $36.4 $2.03 Million - $2.35 Million
64,438 Added 155.02%
106,005 $3.8 Million
Q4 2023

Jan 29, 2024
SELL
$31.58 - $36.4 $3.05 Million - $3.52 Million
-96,573 Reduced 69.91%
41,567 $1.49 Million
Q3 2023

Nov 02, 2023
BUY
$33.36 - $35.96 $143,247 - $154,412
4,294 Added 3.21%
138,140 $4.62 Million
Q2 2023

Jul 21, 2023
BUY
$33.19 - $36.38 $1.88 Million - $2.06 Million
56,607 Added 73.29%
133,846 $4.55 Million
Q1 2023

Apr 24, 2023
BUY
$33.91 - $38.26 $60,291 - $68,026
1,778 Added 2.36%
77,239 $2.74 Million
Q4 2022

Mar 03, 2023
BUY
$33.07 - $38.07 $2.5 Million - $2.87 Million
75,461 New
75,461 $2.76 Million

Others Institutions Holding FDL

# of Institutions
484
Shares Held
82.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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