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American Institute for Advanced Investment Management’s First Trust Natural Gas ETF FCG Stock Holding History

American Institute for Advanced Investment Management’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
2024
Q1 		– Sell
-10,164
Closed -$247K – 130
2023
Q4 		$247K Sell
10,164
-926
-8% -$23.3K 0.22% 104
2023
Q3 		$308K Sell
11,090
-1,322
-11% -$33.7K 0.29% 88
2023
Q2 		$289K Buy
12,412
+1,029
+9% +$23.4K 0.25% 94
2023
Q1 		$238K Sell
11,383
-5,596
-33% -$132K 0.25% 89
2022
Q4 		$416K Buy
+16,979
New +$442K 0.38% 70

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RJA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Institute for Advanced Investment Management's FCG Position: Q1 2024 in Review

American Institute for Advanced Investment Management sold out of First Trust Natural Gas ETF (FCG) in Q1 2024, closing a stake of 10,164 shares — an estimated $247K sold.

American Institute for Advanced Investment Management first reported a position in FCG in Q4 2022 and held it in 5 quarters. The position peaked at $416K in Q4 2022. 126 funds tracked by Wall St. Rank hold FCG as of Q1 2024.

  • American Institute for Advanced Investment Management reported no remaining First Trust Natural Gas ETF position as of Q1 2024 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 10,164 First Trust Natural Gas ETF shares in Q1 2024, an estimated $247K.
  • American Institute for Advanced Investment Management first reported a position in First Trust Natural Gas ETF in Q4 2022 and held it in 5 quarters.
  • American Institute for Advanced Investment Management's First Trust Natural Gas ETF position peaked at $416K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q1 2024.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.