First Trust Advisors
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First Trust Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

First Trust Advisors’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$510K Sell
2025
Q2 		$572K Buy
2025
Q1 		$504K Sell
2024
Q4 		$564K Buy
2024
Q3 		$551K Buy
2024
Q2 		$265K Buy
2024
Q1 		$204K Sell
2023
Q4 		$242K Buy