Fulcrum Equity Management First Tr ETF Vi Smid Cap Risin 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 SDVY

# of Institutions

499

Shares Held

187M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

23.5M
Shares

$877 Million
0.29% of portfolio
Morgan Stanley New York, NY

19.7M
Shares

$734 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

12M
Shares

$448 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

12M
Shares

$446 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.37M
Shares

$274 Million
0.02% of portfolio

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.