Beacon Bridge Wealth Partners, LLC First Tr Fd Dow Jones Transaction History

Beacon Bridge Wealth Partners, LLC

$235 Billion
Q4 2024

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 1,817 shares of FDN stock, worth $479,996. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,817

Previous 1,468 23.77%

Holding current value

$479,996

Previous $311 Million 42.09%

% of portfolio

0.19%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$210.5 - $257.24 $73,464 - $89,776	349 Added 23.77%	1,817 $442 Million
Q3 2024 Nov 12, 2024	SELL	$183.68 - $212.48 $72,186 - $83,504	-393 Reduced 21.12%	1,468 $311 Million
Q2 2024 Aug 02, 2024	SELL	$192.91 - $207.84 $123,076 - $132,601	-638 Reduced 25.53%	1,861 $381 Million
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 - $135.9 $365,746 - $428,085	3,150 New	3,150 $388 Million

Others Institutions Holding FDN

# of Institutions

568

Shares Held

15.6M

Call Options Held

91.2K

Put Options Held

79.6K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
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Industry ETFs

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Beacon Bridge Wealth Partners, LLC First Tr Fd Dow Jones Transaction History