Number of Shares
40,690.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
1.43%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
53.75%

Paragon Private Wealth Management, LLC's FIRST TR ETF VI Holding Summary

As of 2025-03-31, Paragon Private Wealth Management, LLC held 40,690.00 shares of FIRST TR ETF VI(FTXL), totaling $3.07 Mil. This investment constitutes 1.43% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 1.38% of the outstanding FIRST TR ETF VI(FTXL) stock.

The initial trade took place in 2023Q1. And since then Paragon Private Wealth Management, LLC has made 7 purchases of FTXL, at an average price of $62.10, for a total of 51,331.00 shares. In addition, there have been 2 sales at an average price of $86.49 for 10,641.00 shares. Based on historical transaction data and FTXL's current price of $97.83, Paragon Private Wealth Management, LLC's estimated gain on his FTXL holdings is $1.71 Mil, reflecting a 53.75% gain to date.

Paragon Private Wealth Management, LLC FTXL ($97.83) Holding Chart

Paragon Private Wealth Management, LLC FTXL ($97.83) 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 %

Top Ranked Articles

  • 1