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Congress Wealth Management’s First Trust Natural Gas ETF FCG Stock Holding History

Congress Wealth 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
Q3 		– Sell
-8,275
Closed -$217K – 851
2024
Q2 		$217K Buy
+8,275
New +$225K ﹤0.01% 687
2023
Q4 		– Sell
-13,346
Closed -$347K – 625
2023
Q3 		$347K Buy
+13,346
New +$341K 0.01% 503

Other funds holding FCG

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

Congress Wealth Management's FCG Position: Q3 2024 in Review

Congress Wealth Management sold out of First Trust Natural Gas ETF (FCG) in Q3 2024, closing a stake of 8,275 shares — an estimated $217K sold.

Congress Wealth Management first reported a position in FCG in Q3 2023 and held it in 2 quarters. The position peaked at $347K in Q3 2023. 97 funds tracked by Wall St. Rank hold FCG as of Q3 2024.

  • Congress Wealth Management reported no remaining First Trust Natural Gas ETF position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 8,275 First Trust Natural Gas ETF shares in Q3 2024, an estimated $217K.
  • Congress Wealth Management first reported a position in First Trust Natural Gas ETF in Q3 2023 and held it in 2 quarters.
  • Congress Wealth Management's First Trust Natural Gas ETF position peaked at $347K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.