Crumly & Associates Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Crumly & Associates Inc.

$323 Million
Q4 2024

A detailed history of Crumly & Associates Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Crumly & Associates Inc. holds 233,980 shares of SDVY stock, worth $8.7 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

233,980

Previous 226,319 3.39%

Holding current value

$8.7 Million

Previous $8.23 Million 1.88%

% of portfolio

2.6%

Previous 2.59%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$35.45 - $40.33 $271,582 - $308,968	7,661 Added 3.39%	233,980 $8.39 Million
Q3 2024 Nov 01, 2024	BUY	$32.65 - $36.69 $891,540 - $1 Million	27,306 Added 13.72%	226,319 $8.23 Million
Q2 2024 Aug 02, 2024	BUY	$32.33 - $34.91 $409,200 - $441,855	12,657 Added 6.79%	199,013 $6.64 Million
Q1 2024 May 01, 2024	BUY	$31.21 - $34.82 $5.14 Million - $5.74 Million	164,785 Added 763.92%	186,356 $6.49 Million
Q4 2023 Jan 29, 2024	SELL	$26.48 - $33.23 $3.6 Million - $4.52 Million	-136,104 Reduced 86.32%	21,571 $706,000
Q4 2023 Jan 29, 2024	BUY	$26.48 - $33.23 $4.18 Million - $5.24 Million	157,675 New	157,675 $5.17 Million
Q2 2023 Jul 21, 2023	SELL	$24.91 - $28.31 $3.1 Million - $3.53 Million	-124,542 Reduced 94.43%	7,342 $207,000
Q1 2023 Apr 24, 2023	SELL	$25.54 - $29.71 $343,640 - $399,748	-13,455 Reduced 9.26%	131,884 $3.51 Million
Q4 2022 Mar 03, 2023	SELL	$23.78 - $27.72 $1.16 Million - $1.35 Million	-48,865 Reduced 25.16%	145,339 $3.79 Million
Q3 2022 Oct 25, 2022	BUY	$23.0 - $27.75 $64,998 - $78,421	2,826 Added 1.48%	194,204 $0
Q2 2022 Aug 01, 2022	SELL	$23.62 - $28.23 $3.93 Million - $4.69 Million	-166,222 Reduced 46.48%	191,378 $4.57 Million
Q1 2022 May 02, 2022	SELL	$27.17 - $30.89 $745,925 - $848,054	-27,454 Reduced 7.13%	357,600 $9.97 Million
Q4 2021 Feb 04, 2022	BUY	$28.58 - $30.81 $11 Million - $11.9 Million	385,054 New	385,054 $11.1 Million

Others Institutions Holding SDVY

# of Institutions

449

Shares Held

139M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

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Crumly & Associates Inc. First Tr ETF Vi Smid Cap Risin Transaction History