A detailed history of Beacon Bridge Wealth Partners, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 2,499 shares of FDN stock, worth $525,514. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,499
Previous 2,589 3.48%
Holding current value
$525,514
Previous $483 Million 6.12%
% of portfolio
0.24%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$179.04 - $206.29 $16,113 - $18,566
-90 Reduced 3.48%
2,499 $513 Million
Q4 2023

Feb 09, 2024

SELL
$147.79 - $188.39 $32,366 - $41,257
-219 Reduced 7.8%
2,589 $483 Million
Q3 2023

Nov 14, 2023

SELL
$156.69 - $174.63 $47,320 - $52,738
-302 Reduced 9.71%
2,808 $448 Million
Q2 2023

Aug 08, 2023

SELL
$137.79 - $164.55 $40,648 - $48,542
-295 Reduced 8.66%
3,110 $507 Million
Q1 2023

May 08, 2023

BUY
$121.41 - $153.27 $30,959 - $39,083
255 Added 8.1%
3,405 $503 Million
Q4 2022

Feb 10, 2023

BUY
$116.11 - $134.52 $365,746 - $423,738
3,150 New
3,150 $388 Million

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.