Crumly & Associates Inc. First Tr Value Line Divid Inde Transaction History

Crumly & Associates Inc.

$343 Million
Q1 2024

A detailed history of Crumly & Associates Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Crumly & Associates Inc. holds 174,693 shares of FVD stock, worth $7.11 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

174,693

Previous 175,283 0.34%

Holding current value

$7.11 Million

Previous $7.11 Million 3.77%

% of portfolio

2.15%

Previous 2.3%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$39.94 - $42.23 $23,564 - $24,915	-590 Reduced 0.34%	174,693 $7.38 Million
Q4 2023 Jan 29, 2024	BUY	$36.09 - $40.63 $20,643 - $23,240	572 Added 0.33%	175,283 $7.11 Million
Q4 2023 Jan 29, 2024	SELL	$36.09 - $40.63 $1.24 Million - $1.39 Million	-34,257 Reduced 16.39%	174,711 $7.09 Million
Q3 2023 Nov 02, 2023	BUY	$37.39 - $41.11 $4,000 - $4,398	107 Added 0.05%	208,968 $7.81 Million
Q2 2023 Jul 21, 2023	SELL	$38.66 - $40.72 $257,978 - $271,724	-6,673 Reduced 3.1%	208,861 $8.37 Million

Q1 2023 Apr 24, 2023	SELL	$38.43 - $41.37 $56,991 - $61,351	-1,483 Reduced 0.68%	215,534 $8.66 Million
Q4 2022 Mar 03, 2023	SELL	$38.06 - $41.46 $282,100 - $307,301	-7,412 Reduced 3.3%	217,017 $8.66 Million
Q3 2022 Oct 25, 2022	SELL	$37.17 - $42.23 $623,972 - $708,915	-16,787 Reduced 6.96%	224,429 $0
Q2 2022 Aug 01, 2022	BUY	$37.24 - $43.02 $362,456 - $418,713	9,733 Added 4.2%	241,216 $9.36 Million
Q1 2022 May 02, 2022	SELL	$39.95 - $43.09 $3.56 Million - $3.84 Million	-89,171 Reduced 27.81%	231,483 $9.79 Million
Q4 2021 Feb 04, 2022	BUY	$39.46 - $43.04 $115,104 - $125,547	2,917 Added 0.92%	320,654 $13.4 Million
Q3 2021 Oct 20, 2021	BUY	$39.2 - $41.72 $45,511 - $48,436	1,161 Added 0.37%	317,737 $12.5 Million
Q2 2021 Aug 09, 2021	SELL	$38.16 - $40.72 $182,862 - $195,130	-4,792 Reduced 1.49%	316,576 $12.6 Million
Q1 2021 Apr 27, 2021	SELL	$34.56 - $38.32 $778,256 - $862,928	-22,519 Reduced 6.55%	321,368 $12.2 Million
Q4 2020 Jan 25, 2021	SELL	$31.33 - $35.27 $775,135 - $872,615	-24,741 Reduced 6.71%	343,887 $12.2 Million
Q3 2020 Oct 21, 2020	BUY	$29.87 - $32.88 $1.74 Million - $1.92 Million	58,252 Added 18.77%	368,628 $11.6 Million
Q2 2020 Jul 07, 2020	SELL	$26.27 - $33.19 $2.23 Million - $2.81 Million	-84,810 Reduced 21.46%	310,376 $9.41 Million
Q1 2020 Apr 21, 2020	BUY	$23.88 - $36.88 $1.34 Million - $2.06 Million	55,976 Added 16.5%	395,186 $10.9 Million
Q4 2019 Feb 11, 2020	BUY	$33.78 - $36.07 $11.5 Million - $12.2 Million	339,210 New	339,210 $12.2 Million

Others Institutions Holding FVD

# of Institutions

559

Shares Held

155M

Call Options Held

5.2K

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Crumly & Associates Inc. First Tr Value Line Divid Inde Transaction History