Crumly & Associates Inc. First Tr Fd Dow Jones Transaction History

Crumly & Associates Inc.

$318 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$122.23 - $195.51 $1.54 Million - $2.47 Million	-12,622 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$162.73 - $226.47 $214,315 - $298,260	-1,317 Reduced 9.45%	12,622 $2.37 Million
Q4 2021 Feb 04, 2022	SELL	$219.19 - $250.48 $4.42 Million - $5.05 Million	-20,172 Reduced 59.14%	13,939 $2.58 Million
Q3 2021 Oct 20, 2021	SELL	$235.18 - $252.25 $19,284 - $20,684	-82 Reduced 0.24%	34,111 $8.05 Million
Q2 2021 Aug 09, 2021	BUY	$210.08 - $246.6 $154,618 - $181,497	736 Added 2.2%	34,193 $8.37 Million
Q1 2021 Apr 27, 2021	BUY	$206.49 - $243.18 $148,466 - $174,846	719 Added 2.2%	33,457 $7.3 Million
Q4 2020 Jan 25, 2021	SELL	$186.35 - $219.82 $90,193 - $106,392	-484 Reduced 1.46%	32,738 $7.31 Million
Q3 2020 Oct 21, 2020	SELL	$174.48 - $206.48 $3.75 Million - $4.44 Million	-21,499 Reduced 39.29%	33,222 $6.26 Million
Q2 2020 Jul 07, 2020	BUY	$117.99 - $172.68 $209,196 - $306,161	1,773 Added 3.35%	54,721 $9.33 Million
Q1 2020 Apr 21, 2020	BUY	$107.38 - $154.58 $3.85 Million - $5.55 Million	35,874 Added 210.11%	52,948 $6.55 Million
Q4 2019 Feb 11, 2020	BUY	$129.54 - $140.43 $2.21 Million - $2.4 Million	17,074 New	17,074 $2.38 Million

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$907 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$323 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$243 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$212 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$180 Million
0.04% of portfolio

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