Crumly & Associates Inc. RDVY Holdings History
Crumly & Associates Inc.'s First Trust NASDAQ Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Crumly & Associates Inc. held 349,978.00 shares of First Trust NASDAQ Rising Dividend Achievers ETF(RDVY), totaling $21.96 Mil. This investment constitutes 5.34% of their stock portfolio, and Crumly & Associates Inc. now holds 0.15% of the outstanding First Trust NASDAQ Rising Dividend Achievers ETF(RDVY) stock.
The initial trade took place in 2020Q4. And since then Crumly & Associates Inc. has made 12 purchases of RDVY, at an average price of $47.82, for a total of 550,508.00 shares. In addition, there have been 7 sales at an average price of $45.92 for 200,530.00 shares. Based on historical transaction data and RDVY's current price of $63.28, Crumly & Associates Inc.'s estimated gain on his RDVY holdings is $5.03 Mil, reflecting a 19.10% gain to date.
Crumly & Associates Inc. RDVY ($63.28) Holding Chart
Crumly & Associates Inc. RDVY ($63.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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