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

Crumly & Associates Inc.

$369 Million
Q3 2025

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 365,294 shares of RDVY stock, worth $24.4 Million. This represents 6.66% of its overall portfolio holdings.

Number of Shares

365,294

Previous 349,978 4.38%

Holding current value

$24.4 Million

Previous $22 Million 11.9%

% of portfolio

6.66%

Previous 6.58%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$62.38 - $67.29 $955,412 - $1.03 Million	15,316 Added 4.38%	365,294 $24.6 Million
Q2 2025 Jul 02, 2025	BUY	$51.6 - $62.74 $424,513 - $516,161	8,227 Added 2.41%	349,978 $22 Million
Q1 2025 Apr 22, 2025	BUY	$57.22 - $63.39 $446,945 - $495,139	7,811 Added 2.34%	341,751 $20 Million
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

745

Shares Held

204M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

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 Trust Rising Dividend Ac Transaction History