Number of Shares
122,842.00
Current Holdings Value*
$11.08 Mil
% of Portfolio
2.7%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
18.61%

Crumly & Associates Inc.'s First Trust NASDAQ Technology Dividend Index Fund Holding Summary

As of 2025-06-30, Crumly & Associates Inc. held 122,842.00 shares of First Trust NASDAQ Technology Dividend Index Fund(TDIV), totaling $11.08 Mil. This investment constitutes 2.7% of their stock portfolio, and Crumly & Associates Inc. now holds 0.34% of the outstanding First Trust NASDAQ Technology Dividend Index Fund(TDIV) stock.

The initial trade took place in 2024Q3. And since then Crumly & Associates Inc. has made 4 purchases of TDIV, at an average price of $77.11, for a total of 122,842.00 shares. Based on historical transaction data and TDIV's current price of $91.46, Crumly & Associates Inc.'s estimated gain on his TDIV holdings is $1.76 Mil, reflecting a 18.61% gain to date.

Crumly & Associates Inc. TDIV ($91.46) Holding Chart

Crumly & Associates Inc. TDIV ($91.46) 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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