BBJS Financial Advisors’s First Trust Natural Gas ETF FCG Stock Holding History

BBJS Financial Advisors’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	–	Sell	-1	Closed	-$20	–	129
2023 Q3	$20	Sell	1 -403	-100%	-$10.3K	﹤0.01%	127
2023 Q2	$9.4K	Buy	+404	New	+$9.18K	﹤0.01%	90

Other funds holding FCG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $490M AUM 12.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BBJS Financial Advisors's FCG Position: Q4 2023 in Review

BBJS Financial Advisors sold out of First Trust Natural Gas ETF (FCG) in Q4 2023, closing a stake of 1 share — an estimated $20 sold.

BBJS Financial Advisors first reported a position in FCG in Q2 2023 and held it in 2 quarters. The position peaked at $9.4K in Q2 2023. 125 funds tracked by Wall St. Rank hold FCG as of Q4 2023.

BBJS Financial Advisors reported no remaining First Trust Natural Gas ETF position as of Q4 2023 after selling out during the quarter.
BBJS Financial Advisors sold 1 First Trust Natural Gas ETF share in Q4 2023, an estimated $20.
BBJS Financial Advisors first reported a position in First Trust Natural Gas ETF in Q2 2023 and held it in 2 quarters.
BBJS Financial Advisors's First Trust Natural Gas ETF position peaked at $9.4K in Q2 2023.
125 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2023.

Based on BBJS Financial Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.