Paragon Private Wealth Management, LLC FDN Holdings History
Paragon Private Wealth Management, LLC's First Trust Dow Jones Internet Index Fund Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 22,007.00 shares of First Trust Dow Jones Internet Index Fund(FDN), totaling $4.89 Mil. This investment constitutes 2.27% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0.08% of the outstanding First Trust Dow Jones Internet Index Fund(FDN) stock.
The initial trade took place in 2021Q4. And since then Paragon Private Wealth Management, LLC has made 6 purchases of FDN, at an average price of $192.02, for a total of 28,865.00 shares. In addition, there have been 7 sales at an average price of $216.49 for 6,858.00 shares. Based on historical transaction data and FDN's current price of $270.73, Paragon Private Wealth Management, LLC's estimated gain on his FDN holdings is $1.90 Mil, reflecting a 34.28% gain to date.
Paragon Private Wealth Management, LLC FDN ($270.73) Holding Chart
Paragon Private Wealth Management, LLC FDN ($270.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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