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 $208,461. This represents 0.04% of its overall portfolio holdings.

Number of Shares

774

Previous 774 -0.0%

Holding current value

$208,461

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

645

Shares Held

17M

Call Options Held

42K

Put Options Held

21.2K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.

Account

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