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Bartlett & Co’s First Trust Natural Gas ETF FCG Stock Holding History

Bartlett & Co’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
2023
Q4 		$22K Hold
900
– – ﹤0.01% 864
2023
Q3 		$23K Buy
+900
New +$23K ﹤0.01% 790

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bartlett & Co's FCG Position: Q4 2023 in Review

Bartlett & Co held its First Trust Natural Gas ETF (FCG) position steady in Q4 2023 at 900 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Bartlett & Co first reported a position in FCG in Q3 2023 and has held it in 2 quarters since. The position peaked at $23K in Q3 2023. 124 funds tracked by Wall St. Rank hold FCG as of Q4 2023.

  • Bartlett & Co held 900 shares of First Trust Natural Gas ETF worth $22K as of Q4 2023.
  • Bartlett & Co left its First Trust Natural Gas ETF share count unchanged in Q4 2023.
  • First Trust Natural Gas ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #864 holding.
  • Bartlett & Co first reported a position in First Trust Natural Gas ETF in Q3 2023 and has held it in 2 quarters since.
  • Bartlett & Co's First Trust Natural Gas ETF position peaked at $23K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.