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Advisory Research’s First Trust Natural Gas ETF FCG Stock Holding History

Advisory Research’s Portfolio FCG Stock Details FCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-21,780
Closed -$533K – 440
2017
Q1 		$533K Buy
+21,780
New +$549K 0.01% 357

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisory Research's FCG Position: Q2 2017 in Review

Advisory Research sold out of First Trust Natural Gas ETF (FCG) in Q2 2017, closing a stake of 21,780 shares — an estimated $533K sold.

Advisory Research first reported a position in FCG in Q1 2017 and held it in 1 quarter. The position peaked at $533K in Q1 2017. 58 funds tracked by Wall St. Rank hold FCG as of Q2 2017.

  • Advisory Research reported no remaining First Trust Natural Gas ETF position as of Q2 2017 after selling out during the quarter.
  • Advisory Research sold 21,780 First Trust Natural Gas ETF shares in Q2 2017, an estimated $533K.
  • Advisory Research first reported a position in First Trust Natural Gas ETF in Q1 2017 and held it in 1 quarter.
  • Advisory Research's First Trust Natural Gas ETF position peaked at $533K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.