Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRUMLY & ASSOCIATES INC | 05-01-2024 | 03-31-2024 | 131 | 380,347,030 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | DISTILLATE US | 1 | $19,144,641 | 355,122 | 0.01 | 0.00 | -2,069 | -0.58 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 2 | $19,122,057 | 340,432 | 0.01 | 0.00 | 27,781 | 8.89 | 03-31-2024 |
| ISHARES TR | HDG MSCI EAFE | 3 | $18,582,146 | 532,745 | 0.00 | 0.00 | 5,248 | 0.99 | 03-31-2024 |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 4 | $16,115,054 | 130,065 | 0.00 | 0.00 | 11,206 | 9.43 | 03-31-2024 |
