Brass Tax Wealth Management, Inc First Tr Fd Dow Jones Transaction History

Brass Tax Wealth Management, Inc

$602 Billion
Q3 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 18,322 shares of FDN stock, worth $4.93 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

18,322

Previous 19,234 4.74%

Holding current value

$4.93 Million

Previous $5.18 Billion 1.02%

% of portfolio

0.85%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$264.06 - $287.34 $240,822 - $262,054	-912 Reduced 4.74%	18,322 $5.13 Billion
Q2 2025 Aug 11, 2025	SELL	$200.29 - $269.33 $72,104 - $96,958	-360 Reduced 1.84%	19,234 $5.18 Billion
Q1 2025 Apr 29, 2025	SELL	$221.38 - $266.86 $266,762 - $321,566	-1,205 Reduced 5.79%	19,594 $4.35 Billion
Q4 2024 Apr 29, 2025	SELL	$210.5 - $257.24 $37,048 - $45,274	-176 Reduced 0.84%	20,799 $5.06 Billion
Q3 2024 Dec 12, 2024	SELL	$183.68 - $212.48 $91,840 - $106,240	-500 Reduced 2.33%	20,975 $4.44 Million

Q2 2024 Dec 12, 2024	BUY	$192.91 - $207.84 $4.14 Million - $4.46 Million	21,475 New	21,475 $4.4 Billion
Q1 2024 Jul 31, 2024	BUY	$179.04 - $206.29 $3.88 Million - $4.47 Million	21,691 New	21,691 $4.45 Billion

Others Institutions Holding FDN

# of Institutions

646

Shares Held

17M

Call Options Held

42K

Put Options Held

21.2K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
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Brass Tax Wealth Management, Inc First Tr Fd Dow Jones Transaction History