Paragon Private Wealth Management, LLC FTXL Holdings History
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 $97.57, Paragon Private Wealth Management, LLC's estimated gain on his FTXL holdings is $1.70 Mil, reflecting a 53.42% gain to date.
Paragon Private Wealth Management, LLC FTXL ($97.57) Holding Chart
Paragon Private Wealth Management, LLC FTXL ($97.57) 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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