Atria Wealth Solutions’s First Trust Natural Gas ETF FCG Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-21,673	Closed	-$515K	–	2009
2024 Q3	$515K	Buy	21,673 +1,862	+9%	+$46.8K	0.01%	1236
2024 Q2	$521K	Sell	19,811 -19,227	-49%	-$522K	0.01%	1216
2024 Q1	$1.07M	Buy	39,038 +7,816	+25%	+$191K	0.01%	877
2023 Q4	$758K	Sell	31,222 -524	-2%	-$13.2K	0.01%	998
2023 Q3	$825K	Buy	31,746 +8,845	+39%	+$226K	0.01%	897
2023 Q2	$533K	Buy	22,901 +1	+0%	+$23	0.01%	1128
2023 Q1	$516K	Sell	22,900 -72,413	-76%	-$1.71M	0.01%	1112
2022 Q4	$2.34M	Buy	95,313 +27,733	+41%	+$723K	0.04%	454
2022 Q3	$1.54M	Buy	67,580 +30,206	+81%	+$731K	0.03%	573
2022 Q2	$819K	Sell	37,374 -23,680	-39%	-$608K	0.02%	782
2022 Q1	$1.49M	Buy	+61,054	New	+$1.28M	0.02%	577

Other funds holding FCG

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Atria Wealth Solutions's FCG Position: Q4 2024 in Review

Atria Wealth Solutions sold out of First Trust Natural Gas ETF (FCG) in Q4 2024, closing a stake of 21,673 shares — an estimated $515K sold.

Atria Wealth Solutions first reported a position in FCG in Q1 2022 and held it in 11 quarters. The position peaked at $2.34M in Q4 2022. 103 funds tracked by Wall St. Rank hold FCG as of Q4 2024.

Atria Wealth Solutions reported no remaining First Trust Natural Gas ETF position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 21,673 First Trust Natural Gas ETF shares in Q4 2024, an estimated $515K.
Atria Wealth Solutions first reported a position in First Trust Natural Gas ETF in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's First Trust Natural Gas ETF position peaked at $2.34M in Q4 2022.
103 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.