Fulcrum Equity Management First Trust Capital Strength E Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jul 07, 2023	BUY	$67.28 - $78.75 $1.22 Million - $1.43 Million	18,204 New	18,204 $1.36 Million
Q4 2022 Jan 10, 2023	BUY	$67.28 - $78.75 $1.22 Million - $1.43 Million	18,204 New	18,204 $0

Others Institutions Holding FTCS

# of Institutions

524

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$691 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$600 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$332 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$308 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$293 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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