Fulcrum Equity Management First Trust Us Equity Opportun Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FPX
# of Institutions
174Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY558KShares$70.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC292KShares$37 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA261KShares$33.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC129KShares$16.3 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL102KShares$13 Million0.03% of portfolio