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Fulcrum Equity Management Buys First Trust NASDAQ-100 Technology Sector Index Fd, iShares Short ...

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Investment company Fulcrum Equity Management (Current Portfolio) buys First Trust NASDAQ-100 Technology Sector Index Fd, iShares Short Treasury Bond ETF, iShares U.S. Technology ETF, First Trust Technology AlphaDEX Fund, Pacer Benchmark Industrial Real Estate SCTR ETF, sells S&P 500 ETF TRUST ETF, First Trust Energy AlphaDEX Fund, First Trust Health Care AlphaDEX Fund, First Trust Consumer Staples AlphaDEX Fund, ProShares Ultra Russell2000 during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Fulcrum Equity Management. As of 2021Q4, Fulcrum Equity Management owns 177 stocks with a total value of $265 million. These are the details of the buys and sells.

  • New Purchases: QTEC, SHV, FXL, INDS, IETC, XSVM, LGH, FTEC, IWY, IAI, DWMC, JHMT, RWGV, WOMN, VOO, RPG, DSI, MTUM, EFA, VGLT, INTU, WST, VWOB, OMCL, BRKR, XYL, XLRE, AMD, XSD, GRID, DRIV, CIBR, FTNT, IYC, PXE, COP, IGV, KEYS, ZTS, IVW, XLSR, PHO, COWZ, FB, OVL, OMFL, CSF, RGI, RYF, EPI, CALF, TLT, VFMO, TEAM, SPLG, RECS, ASML, MAR, PAWZ, GNRC, V, DHR, CMCSA, IYR, TW, EW, TSLA, DXCM, ESGU, GM, ZBRA, EOG, CSX, CRL, EXR, CIEN, COST, KLAC, ADI, ADBE, BNTX, SMH, AON, DPZ, PSI, UMC, HYB,

  • Added Positions: IYW, FXD, VGIT, SOXX, XLK, QQQ, XLY, ANGL, XHB, KCE, XLV, MSFT, AAPL, AMZN, VGSH, GOOGL, BRK.B, XLF, KR, JPM, CUBE, PFE, UNP, CDC, TGT, OKE, JNJ, EMN, AMGN, WMT, DUK, D,

  • Reduced Positions: SPY, FXN, SPHB, SSO, FXZ, FXO, FALN, FXR, TECH, XLC, ENTG, AMN, IYE, EPAM, KBWB, IDXX, JCI, LFUS, IYM, IYF, HYG, NVDA, ACWI, LQD, TT, RWJ, XRT, IWM, SYLD, REMX, XME, XLI, XLB, ETN, XLE, CSCO, EMR, XOM, URA, BA, NEM, LOW, TPR, CCL, ABBV, WSO, LUV, SON, RCII, ITW, FAST, DLR, CL,

  • Sold Out: FXH, FXG, UWM, PBS, SPLV, SPYD, DVY, ITB, IWC, SCHD, ICVT, PYPL, EMB, IP, VEEV, ROL, GPC, CAT, HYS, AMED, IYJ, IJJ, IYH, IJS, IYK, IJK, PDBC, IEMG, IJT, SHY, MDY, BIL, USFR, CHIM, FSK, TXN, SILJ, MGK, ITOT, IVV, FEM, FDT, AGG, JNK, SCHP, BNDX, DVN, FCX, TIP, EWC, CMI, VGK, IEF, FLOT, EPP, SCCO,


For the details of Fulcrum Equity Management's stock buys and sells,
go to https://www.gurufocus.com/guru/fulcrum+equity+management/current-portfolio/portfolio

These are the top 5 holdings of Fulcrum Equity Management

  1. S&P 500 ETF TRUST ETF (SPY) - 51,248 shares, 9.19% of the total portfolio. Shares reduced by 44.84%

  2. ProShares Ultra S&P500 (SSO) - 68,782 shares, 3.80% of the total portfolio. Shares reduced by 14.73%

  3. Technology Select Sector SPDR ETF (XLK) - 55,646 shares, 3.65% of the total portfolio. Shares added by 47.11%

  4. iShares U.S. Technology ETF (IYW) - 46,577 shares, 2.02% of the total portfolio. Shares added by 1880.31%

  5. First Trust NASDAQ-100 Technology Sector Index Fd (QTEC) - 30,394 shares, 2.01% of the total portfolio. New Position

New Purchase: First Trust NASDAQ-100 Technology Sector Index Fd (QTEC)

Fulcrum Equity Management initiated holding in First Trust NASDAQ-100 Technology Sector Index Fd. The purchase prices were between $154.07 and $180.38, with an estimated average price of $170.95. The stock is now traded at around $153.200000. The impact to a portfolio due to this purchase was 2.01%. The holding were 30,394 shares as of 2021-12-31.

New Purchase: iShares Short Treasury Bond ETF (SHV)

Fulcrum Equity Management initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.39 and $110.47, with an estimated average price of $110.44. The stock is now traded at around $110.350000. The impact to a portfolio due to this purchase was 1.93%. The holding were 46,311 shares as of 2021-12-31.

New Purchase: First Trust Technology AlphaDEX Fund (FXL)

Fulcrum Equity Management initiated holding in First Trust Technology AlphaDEX Fund. The purchase prices were between $121.61 and $138.25, with an estimated average price of $130.96. The stock is now traded at around $115.920000. The impact to a portfolio due to this purchase was 1.83%. The holding were 36,753 shares as of 2021-12-31.

New Purchase: Pacer Benchmark Industrial Real Estate SCTR ETF (INDS)

Fulcrum Equity Management initiated holding in Pacer Benchmark Industrial Real Estate SCTR ETF. The purchase prices were between $44.44 and $56.04, with an estimated average price of $50.7. The stock is now traded at around $49.350000. The impact to a portfolio due to this purchase was 1.83%. The holding were 86,298 shares as of 2021-12-31.

New Purchase: iShares Evolved U.S. Technology ETF (IETC)

Fulcrum Equity Management initiated holding in iShares Evolved U.S. Technology ETF. The purchase prices were between $54.79 and $62.29, with an estimated average price of $59.78. The stock is now traded at around $54.030000. The impact to a portfolio due to this purchase was 1.67%. The holding were 72,315 shares as of 2021-12-31.

New Purchase: Invesco S&P SmallCap Value with Momentum ETF (XSVM)

Fulcrum Equity Management initiated holding in Invesco S&P SmallCap Value with Momentum ETF. The purchase prices were between $50.26 and $56.37, with an estimated average price of $53.16. The stock is now traded at around $52.440000. The impact to a portfolio due to this purchase was 1.54%. The holding were 75,756 shares as of 2021-12-31.

Added: iShares U.S. Technology ETF (IYW)

Fulcrum Equity Management added to a holding in iShares U.S. Technology ETF by 1880.31%. The purchase prices were between $100.01 and $117.09, with an estimated average price of $111.07. The stock is now traded at around $101.630000. The impact to a portfolio due to this purchase was 1.92%. The holding were 46,577 shares as of 2021-12-31.

Added: First Trust Consumer Discretionary AlphaDEX Fund (FXD)

Fulcrum Equity Management added to a holding in First Trust Consumer Discretionary AlphaDEX Fund by 863.79%. The purchase prices were between $58.09 and $65.39, with an estimated average price of $61.69. The stock is now traded at around $57.500000. The impact to a portfolio due to this purchase was 1.6%. The holding were 76,631 shares as of 2021-12-31.

Added: Vanguard Intermediate-Term Government Bond ETF (VGIT)

Fulcrum Equity Management added to a holding in Vanguard Intermediate-Term Government Bond ETF by 1159.94%. The purchase prices were between $66.02 and $67.06, with an estimated average price of $66.56. The stock is now traded at around $65.620000. The impact to a portfolio due to this purchase was 1.44%. The holding were 62,329 shares as of 2021-12-31.

Added: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

Fulcrum Equity Management added to a holding in iShares PHLX SOX Semiconductor Sector Index Fund by 400.90%. The purchase prices were between $433.84 and $555.47, with an estimated average price of $503.22. The stock is now traded at around $478.040000. The impact to a portfolio due to this purchase was 1.37%. The holding were 8,330 shares as of 2021-12-31.

Added: Technology Select Sector SPDR ETF (XLK)

Fulcrum Equity Management added to a holding in Technology Select Sector SPDR ETF by 47.11%. The purchase prices were between $147.78 and $176.65, with an estimated average price of $164.65. The stock is now traded at around $155.130000. The impact to a portfolio due to this purchase was 1.17%. The holding were 55,646 shares as of 2021-12-31.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Fulcrum Equity Management added to a holding in PowerShares QQQ Trust Ser 1 by 60.76%. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $353.300000. The impact to a portfolio due to this purchase was 0.63%. The holding were 11,187 shares as of 2021-12-31.

Sold Out: First Trust Health Care AlphaDEX Fund (FXH)

Fulcrum Equity Management sold out a holding in First Trust Health Care AlphaDEX Fund. The sale prices were between $115.32 and $124.74, with an estimated average price of $119.71.

Sold Out: First Trust Consumer Staples AlphaDEX Fund (FXG)

Fulcrum Equity Management sold out a holding in First Trust Consumer Staples AlphaDEX Fund. The sale prices were between $56.15 and $61.91, with an estimated average price of $58.6.

Sold Out: ProShares Ultra Russell2000 (UWM)

Fulcrum Equity Management sold out a holding in ProShares Ultra Russell2000. The sale prices were between $50.53 and $66.27, with an estimated average price of $57.54.

Sold Out: Invesco Dynamic Media ETF (PBS)

Fulcrum Equity Management sold out a holding in Invesco Dynamic Media ETF. The sale prices were between $48.71 and $56.33, with an estimated average price of $52.97.

Sold Out: Invesco S&P 500 Low Volatility ETF (SPLV)

Fulcrum Equity Management sold out a holding in Invesco S&P 500 Low Volatility ETF. The sale prices were between $60.81 and $68.63, with an estimated average price of $64.28.

Sold Out: SPDR Portfolio S&P 500 High Dividend ETF (SPYD)

Fulcrum Equity Management sold out a holding in SPDR Portfolio S&P 500 High Dividend ETF. The sale prices were between $38.8 and $42.05, with an estimated average price of $40.71.



Here is the complete portfolio of Fulcrum Equity Management. Also check out:

1. Fulcrum Equity Management's Undervalued Stocks

2. Fulcrum Equity Management's Top Growth Companies, and

3. Fulcrum Equity Management's High Yield stocks

4. Stocks that Fulcrum Equity Management keeps buyingThis article first appeared on GuruFocus.