Halpern Financial, Inc. First Trust Industrials/Produc Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Sep 21, 2023	SELL	$53.82 - $62.92 $18,837 - $22,022	-350 Closed	0 $0
Q3 2021 Sep 21, 2023	BUY	$56.87 - $61.64 $19,904 - $21,574	350 New	350 $20.1 Million

Others Institutions Holding FXR

# of Institutions

179

Shares Held

22.9M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

10.9M
Shares

$892 Million
0.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.01M
Shares

$165 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$147 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.32M
Shares

$109 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

665K
Shares

$54.6 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
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