Fulcrum Equity Management First Tr Fd Dow Jones Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FDN
# of Institutions
545Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$907 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$323 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.02MShares$243 Million0.05% of portfolio
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International Assets Investment Management, LLC Orlando, FL891KShares$212 Million0.01% of portfolio
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Ubs Group Ag754KShares$180 Million0.04% of portfolio