Crumly & Associates Inc. First Trust Rising Dividend Ac Transaction History

Crumly & Associates Inc.

$323 Million
Q4 2024

A detailed history of Crumly & Associates Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Crumly & Associates Inc. holds 333,940 shares of RDVY stock, worth $21 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares

333,940

Previous 312,175 6.97%

Holding current value

$21 Million

Previous $18.5 Million 6.85%

% of portfolio

6.11%

Previous 5.81%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$58.65 - $64.37 $1.28 Million - $1.4 Million	21,765 Added 6.97%	333,940 $19.7 Million
Q3 2024 Nov 01, 2024	SELL	$53.68 - $59.24 $1.47 Million - $1.63 Million	-27,438 Reduced 8.08%	312,175 $18.5 Million
Q2 2024 Aug 02, 2024	SELL	$53.05 - $55.95 $43,447 - $45,823	-819 Reduced 0.24%	339,613 $18.6 Million
Q1 2024 May 01, 2024	BUY	$50.05 - $56.17 $9.73 Million - $10.9 Million	194,383 Added 133.09%	340,432 $19.1 Million
Q4 2023 Jan 29, 2024	SELL	$43.44 - $52.04 $7.24 Million - $8.67 Million	-166,602 Reduced 53.29%	146,049 $7.55 Million
Q4 2023 Jan 29, 2024	BUY	$43.44 - $52.04 $11.3 Million - $13.5 Million	259,557 Added 488.86%	312,651 $16.2 Million
Q3 2023 Nov 02, 2023	SELL	$45.58 - $49.58 $19,280 - $20,972	-423 Reduced 0.79%	53,094 $2.44 Million
Q2 2023 Jul 21, 2023	SELL	$42.83 - $47.25 $2.58 Million - $2.84 Million	-60,196 Reduced 52.94%	53,517 $2.52 Million
Q1 2023 Apr 24, 2023	SELL	$42.66 - $48.92 $462,178 - $529,999	-10,834 Reduced 8.7%	113,713 $5.1 Million
Q4 2022 Mar 03, 2023	SELL	$39.34 - $47.06 $3.75 Million - $4.49 Million	-95,305 Reduced 43.35%	124,547 $5.47 Million
Q3 2022 Oct 25, 2022	BUY	$38.88 - $46.42 $386,506 - $461,461	9,941 Added 4.74%	219,852 $0
Q2 2022 Aug 01, 2022	SELL	$40.42 - $49.12 $222,916 - $270,896	-5,515 Reduced 2.56%	209,911 $8.59 Million
Q1 2022 May 02, 2022	BUY	$46.62 - $52.79 $704,288 - $797,498	15,107 Added 7.54%	215,426 $10.6 Million
Q4 2021 Feb 04, 2022	BUY	$47.66 - $52.06 $1.72 Million - $1.88 Million	36,041 Added 21.94%	200,319 $10.1 Million
Q3 2021 Oct 20, 2021	BUY	$46.43 - $49.91 $284,523 - $305,848	6,128 Added 3.87%	164,278 $7.8 Million
Q2 2021 Aug 09, 2021	BUY	$46.13 - $49.37 $1.03 Million - $1.11 Million	22,401 Added 16.5%	158,150 $7.6 Million
Q1 2021 Apr 27, 2021	BUY	$39.09 - $45.86 $881,440 - $1.03 Million	22,549 Added 19.92%	135,749 $6.18 Million
Q4 2020 Jan 25, 2021	BUY	$31.97 - $39.94 $3.62 Million - $4.52 Million	113,200 New	113,200 $4.64 Million

Others Institutions Holding RDVY

# of Institutions

638

Shares Held

151M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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Crumly & Associates Inc. First Trust Rising Dividend Ac Transaction History