Fulcrum Capital LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Fulcrum Capital LLC

$451 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$34.69 - $36.11 $1.02 Million - $1.06 Million	-29,329 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$34.0 - $34.68 $997,186 - $1.02 Million	29,329 New	29,329 $1.01 Million

Others Institutions Holding DFEB

# of Institutions

104

Shares Held

4.67M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$70.3 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

379K
Shares

$16.3 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.22 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

191K
Shares

$8.2 Million
0.01% of portfolio
Envestnet Asset Management Inc

140K
Shares

$6 Million
0.0% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
Sector ETFs
Industry ETFs

More about DFEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Capital LLC with notifications on news.