Halpern Financial, Inc. First Tr Fd Dow Jones Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Halpern Financial, Inc. holds 774 shares of FDN stock, worth $186,270. This represents 0.04% of its overall portfolio holdings.

Number of Shares

774

Previous 774 -0.0%

Holding current value

$186,270

Previous $159 Million 3.04%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 09, 2024	SELL	$179.04 - $206.29 $2,864 - $3,300	-16 Reduced 2.03%	774 $159 Million
Q1 2022 Sep 21, 2023	SELL	$162.73 - $226.47 $1,790 - $2,491	-11 Reduced 1.37%	790 $148 Million
Q3 2021 Sep 21, 2023	SELL	$235.18 - $252.25 $2,351 - $2,522	-10 Reduced 1.23%	801 $189 Million
Q2 2021 Sep 21, 2023	SELL	$210.08 - $246.6 $27,100 - $31,811	-129 Reduced 13.72%	811 $199 Million
Q1 2021 Sep 21, 2023	BUY	$206.49 - $243.18 $22,507 - $26,506	109 Added 13.12%	940 $205 Million
Q1 2020 Sep 21, 2023	SELL	$107.38 - $154.58 $6,442 - $9,274	-60 Reduced 6.73%	831 $103 Million
Q4 2019 Sep 21, 2023	BUY	$129.54 - $140.43 $115,420 - $125,123	891 New	891 $124 Million

Others Institutions Holding FDN

# of Institutions

547

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

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About FIRST TR FD DOW JONES

Ticker FDN
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Halpern Financial, Inc. First Tr Fd Dow Jones Transaction History