Fulcrum Equity Management First Trust Us Equity Opportun Call Options Transaction History

Fulcrum Equity Management

$93.4 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FPX

# of Institutions

210

Shares Held

3.44M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

580K
Shares

$96.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

470K
Shares

$78.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

314K
Shares

$52.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

146K
Shares

$24.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$18.9 Million
0.0% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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