Crumly & Associates Inc. First Tr Exchange Traded Fd Ii Transaction History

Crumly & Associates Inc.

$318 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$44.04 - $57.61 $708,823 - $927,232	-16,095 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$56.15 - $67.06 $437,633 - $522,665	-7,794 Reduced 32.63%	16,095 $822,000
Q3 2021 Oct 20, 2021	SELL	$63.82 - $70.19 $5.04 Million - $5.54 Million	-78,944 Reduced 76.77%	23,889 $1.53 Million
Q2 2021 Aug 09, 2021	BUY	$62.08 - $69.25 $1.23 Million - $1.37 Million	19,767 Added 23.8%	102,833 $7.03 Million
Q1 2021 Apr 27, 2021	BUY	$63.43 - $78.45 $1.22 Million - $1.51 Million	19,299 Added 30.26%	83,066 $5.48 Million
Q4 2020 Jan 25, 2021	BUY	$56.15 - $69.01 $3.58 Million - $4.4 Million	63,767 New	63,767 $4.72 Million

Others Institutions Holding FPXI

# of Institutions

89

Shares Held

2.02M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

320K
Shares

$15.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

255K
Shares

$12.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

196K
Shares

$9.33 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

123K
Shares

$5.85 Million
0.0% of portfolio
Bickling Financial Services, Inc. Lexington, MA

88.2K
Shares

$4.19 Million
2.15% of portfolio

About FIRST TR EXCHANGE-TRADED FD II

Ticker FPXI
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