Halpern Financial, Inc. First Tr Exchange Traded Fd Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Sep 21, 2023	SELL	$3.92 - $12.46 $568 - $1,806	-145 Closed	0 $0
Q4 2019 Sep 21, 2023	BUY	$9.96 - $12.13 $1,444 - $1,758	145 New	145 $1.75 Million

Others Institutions Holding FCG

# of Institutions

125

Shares Held

9.79M

Call Options Held

79K

Put Options Held

51.4K

Raymond James Financial Inc St. Petersburg, FL

1.1M
Shares

$25.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

917K
Shares

$21 Million
0.01% of portfolio
Morgan Stanley New York, NY

825K
Shares

$18.9 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

807K
Shares

$18.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

521K
Shares

$12 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FCG
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