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Bourgeon Capital Management’s First Trust Natural Gas ETF FCG Stock Holding History

Bourgeon Capital 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
2023
Q1 		– Sell
-200
Closed -$4.9K – 343
2022
Q4 		$4.9K Buy
+200
New +$5.21K ﹤0.01% 272

Other funds holding FCG

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bourgeon Capital Management's FCG Position: Q1 2023 in Review

Bourgeon Capital Management sold out of First Trust Natural Gas ETF (FCG) in Q1 2023, closing a stake of 200 shares — an estimated $4.9K sold.

Bourgeon Capital Management first reported a position in FCG in Q4 2022 and held it in 1 quarter. The position peaked at $4.9K in Q4 2022. 125 funds tracked by Wall St. Rank hold FCG as of Q1 2023.

  • Bourgeon Capital Management reported no remaining First Trust Natural Gas ETF position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 200 First Trust Natural Gas ETF shares in Q1 2023, an estimated $4.9K.
  • Bourgeon Capital Management first reported a position in First Trust Natural Gas ETF in Q4 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's First Trust Natural Gas ETF position peaked at $4.9K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.