Paragon Private Wealth Management, LLC First Tr Exchange Traded Fd Transaction History
Paragon Private Wealth Management, LLC
- $197 Million
- Q3 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 63,692 shares of FXD stock, worth $4.21 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
63,692
Previous 63,306
0.61%
Holding current value
$4.21 Million
Previous $3.79 Million
6.3%
% of portfolio
2.05%
Previous 2.21%
Shares
11 transactions
Others Institutions Holding FXD
# of Institutions
142Shares Held
21.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12MShares$794 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$117 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$101 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$26.2 Million0.03% of portfolio
-
O'Dell Group, LLC Cincinnati, OH344KShares$22.7 Million5.14% of portfolio