Fulcrum Equity Management Fidelity Covington Tr Momentum Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$56.32 - $64.38 $1.12 Million - $1.28 Million	19,818 New	19,818 $1.26 Million

Others Institutions Holding FDMO

# of Institutions

56

Shares Held

2.16M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.07M
Shares

$77.1 Million
0.02% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

228K
Shares

$16.5 Million
2.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

88.8K
Shares

$6.43 Million
0.01% of portfolio
Ae Wealth Management LLC

79.4K
Shares

$5.75 Million
0.05% of portfolio
Cerity Partners LLC New York, NY

70.3K
Shares

$5.09 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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