Fulcrum Equity Management Fidelity Covington Tr Blue Chi Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$35.75 - $42.83 $271,807 - $325,636	7,603 New	7,603 $322,000

Others Institutions Holding FBCG

# of Institutions

185

Shares Held

42.8M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

8.34M
Shares

$348 Million
0.03% of portfolio
Dynasty Wealth Management, LLC St. Petersburg, FL

5.58M
Shares

$233 Million
4.45% of portfolio
Sagespring Wealth Partners, LLC Franklin, TN

5.3M
Shares

$222 Million
6.48% of portfolio
Commonwealth Equity Services, LLC

2.23M
Shares

$93.3 Million
0.15% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.97M
Shares

$82.2 Million
0.18% of portfolio

About FIDELITY COVINGTON TR BLUE CHI

Ticker FBCG
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