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

Crumly & Associates Inc.

$369 Million
Q3 2025

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 160,540 shares of FVD stock, worth $7.37 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

160,540

Previous 163,534 1.83%

Holding current value

$7.37 Million

Previous $7.31 Million 1.56%

% of portfolio

2.01%

Previous 2.19%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$44.73 - $46.86 $133,921 - $140,298	-2,994 Reduced 1.83%	160,540 $7.42 Million
Q2 2025 Jul 02, 2025	SELL	$40.62 - $45.12 $262,892 - $292,016	-6,472 Reduced 3.81%	163,534 $7.31 Million
Q1 2025 Apr 22, 2025	SELL	$42.61 - $45.51 $17,001 - $18,158	-399 Reduced 0.23%	170,006 $7.58 Million
Q4 2024 Feb 03, 2025	SELL	$43.4 - $46.7 $9,591 - $10,320	-221 Reduced 0.13%	170,405 $7.44 Million
Q3 2024 Nov 01, 2024	SELL	$40.45 - $45.49 $26,494 - $29,795	-655 Reduced 0.38%	170,626 $7.76 Million
Q2 2024 Aug 02, 2024	SELL	$39.94 - $42.43 $136,275 - $144,771	-3,412 Reduced 1.95%	171,281 $6.98 Million
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	$35.61 - $41.46 $263,941 - $307,301	-7,412 Reduced 3.3%	217,017 $8.66 Million
Q3 2022 Oct 25, 2022	SELL	$35.79 - $42.23 $600,806 - $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

657

Shares Held

138M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crumly & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Crumly & Associates Inc. with notifications on news.

Account

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