Paragon Private Wealth Management, LLC FTCS Holdings History
Paragon Private Wealth Management, LLC's First Trust Capital Strength ETF Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 38,688.00 shares of First Trust Capital Strength ETF(FTCS), totaling $3.47 Mil. This investment constitutes 1.61% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0.04% of the outstanding First Trust Capital Strength ETF(FTCS) stock.
The initial trade took place in 2022Q4. And since then Paragon Private Wealth Management, LLC has made 6 purchases of FTCS, at an average price of $73.85, for a total of 56,375.00 shares. In addition, there have been 4 sales at an average price of $83.96 for 17,687.00 shares. Based on historical transaction data and FTCS's current price of $90.82, Paragon Private Wealth Management, LLC's estimated gain on his FTCS holdings is $834,888.14, reflecting a 20.05% gain to date.
Paragon Private Wealth Management, LLC FTCS ($90.82) Holding Chart
Paragon Private Wealth Management, LLC FTCS ($90.82) 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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