Crumly & Associates Inc. First Tr Morningstar Dividend Transaction History

Crumly & Associates Inc.

$387 Million
Q4 2025

A detailed history of Crumly & Associates Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Crumly & Associates Inc. holds 17,838 shares of FDL stock, worth $778,271. This represents 0.2% of its overall portfolio holdings.

Number of Shares

17,838

Previous 17,560 1.58%

Holding current value

$778,271

Previous $762,000 2.1%

% of portfolio

0.2%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$42.27 - $43.9 $11,751 - $12,204	278 Added 1.58%	17,838 $778,000
Q3 2025 Nov 03, 2025	SELL	$41.96 - $44.59 $102,592 - $109,022	-2,445 Reduced 12.22%	17,560 $762,000
Q2 2025 Jul 02, 2025	SELL	$38.19 - $43.19 $123,964 - $140,194	-3,246 Reduced 13.96%	20,005 $837,000
Q1 2025 Apr 22, 2025	BUY	$39.69 - $43.83 $184,836 - $204,116	4,657 Added 25.05%	23,251 $1.01 Million
Q4 2024 Feb 03, 2025	SELL	$39.59 - $43.95 $637,478 - $707,682	-16,102 Reduced 46.41%	18,594 $748,000

Q3 2024 Nov 01, 2024	SELL	$37.66 - $42.06 $101,945 - $113,856	-2,707 Reduced 7.24%	34,696 $1.46 Million
Q2 2024 Aug 02, 2024	SELL	$36.38 - $39.01 $90,877 - $97,446	-2,498 Reduced 6.26%	37,403 $1.42 Million
Q1 2024 May 01, 2024	SELL	$35.29 - $38.48 $2.33 Million - $2.54 Million	-66,104 Reduced 62.36%	39,901 $1.54 Million
Q4 2023 Jan 29, 2024	BUY	$31.58 - $36.4 $2.03 Million - $2.35 Million	64,438 Added 155.02%	106,005 $3.8 Million
Q4 2023 Jan 29, 2024	SELL	$31.58 - $36.4 $3.05 Million - $3.52 Million	-96,573 Reduced 69.91%	41,567 $1.49 Million
Q3 2023 Nov 02, 2023	BUY	$33.36 - $35.96 $143,247 - $154,412	4,294 Added 3.21%	138,140 $4.62 Million
Q2 2023 Jul 21, 2023	BUY	$33.19 - $36.38 $1.88 Million - $2.06 Million	56,607 Added 73.29%	133,846 $4.55 Million
Q1 2023 Apr 24, 2023	BUY	$33.91 - $38.26 $60,291 - $68,026	1,778 Added 2.36%	77,239 $2.74 Million
Q4 2022 Mar 03, 2023	BUY	$33.07 - $38.07 $2.5 Million - $2.87 Million	75,461 New	75,461 $2.76 Million

Others Institutions Holding FDL

# of Institutions

478

Shares Held

86.2M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Crumly & Associates Inc. First Tr Morningstar Dividend Transaction History