Crumly & Associates Inc. SDVY Holdings History
Crumly & Associates Inc.'s First Trust SMID Cap Rising Dividend Achievers ETF Holding Summary
As of 2025-06-30, Crumly & Associates Inc. held 387,258.00 shares of First Trust SMID Cap Rising Dividend Achievers ETF(SDVY), totaling $13.66 Mil. This investment constitutes 3.33% of their stock portfolio, and Crumly & Associates Inc. now holds 0.17% of the outstanding First Trust SMID Cap Rising Dividend Achievers ETF(SDVY) stock.
The initial trade took place in 2021Q4. And since then Crumly & Associates Inc. has made 9 purchases of SDVY, at an average price of $31.49, for a total of 775,138.00 shares. In addition, there have been 6 sales at an average price of $26.42 for 387,880.00 shares. Based on historical transaction data and SDVY's current price of $36.01, Crumly & Associates Inc.'s estimated gain on his SDVY holdings is $-215,993.42, reflecting a -0.88% gain to date.
Crumly & Associates Inc. SDVY ($36.01) Holding Chart
Crumly & Associates Inc. SDVY ($36.01) 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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