Halpern Financial, Inc. First Trust Us Equity Opportun Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Halpern Financial, Inc. holds 70 shares of FPX stock, worth $8,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 70 -0.0%

Holding current value

$8,019

Previous $6.95 Million 10.14%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Sep 21, 2023	SELL	$76.89 - $87.96 $7,689 - $8,796	-100 Reduced 58.82%	70 $5.88 Million
Q2 2022 Sep 21, 2023	SELL	$79.92 - $110.92 $11,188 - $15,528	-140 Reduced 45.16%	170 $14 Million
Q4 2021 Sep 21, 2023	SELL	$116.17 - $136.03 $40,078 - $46,930	-345 Reduced 52.67%	310 $38 Million
Q3 2021 Sep 21, 2023	BUY	$120.0 - $131.29 $47,400 - $51,859	395 Added 151.92%	655 $80.8 Million
Q1 2021 Sep 21, 2023	SELL	$115.9 - $135.98 $11,590 - $13,597	-100 Reduced 27.78%	260 $31 Million
Q4 2020 Sep 21, 2023	SELL	$95.53 - $123.94 $14,329 - $18,591	-150 Reduced 29.41%	360 $42.6 Million
Q2 2020 Sep 21, 2023	SELL	$60.12 - $84.27 $3,607 - $5,056	-60 Reduced 10.53%	510 $42.7 Million
Q4 2019 Sep 21, 2023	BUY	$73.7 - $81.01 $42,009 - $46,175	570 New	570 $45.8 Million

Others Institutions Holding FPX

# of Institutions

169

Shares Held

3.18M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

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Halpern Financial, Inc. First Trust Us Equity Opportun Transaction History