Creative Planning’s First Trust Natural Gas ETF FCG Stock Holding History

Creative Planning’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
2025 Q2	–	Sell	-11,706	Closed	-$291K	–	3723
2025 Q1	$291K	Sell	11,706 -574	-5%	-$14.3K	﹤0.01%	2781
2024 Q4	$302K	Sell	12,280 -15,028	-55%	-$371K	﹤0.01%	2659
2024 Q3	$649K	Sell	27,308 -189	-0.7%	-$4.75K	﹤0.01%	1883
2024 Q2	$723K	Sell	27,497 -28	-0.1%	-$761	﹤0.01%	1652
2024 Q1	$755K	Sell	27,525 -2,189	-7%	-$53.5K	﹤0.01%	1546
2023 Q4	$722K	Sell	29,714 -2,180	-7%	-$54.8K	﹤0.01%	1450
2023 Q3	$829K	Sell	31,894 -1,313	-4%	-$33.5K	﹤0.01%	1265
2023 Q2	$773K	Sell	33,207 -3,438	-9%	-$78.1K	﹤0.01%	1267
2023 Q1	$825K	Buy	36,645 +501	+1%	+$11.8K	﹤0.01%	1174
2022 Q4	$886K	Buy	36,144 +1,860	+5%	+$48.5K	﹤0.01%	1095
2022 Q3	$783K	Buy	34,284 +21,758	+174%	+$526K	﹤0.01%	1071
2022 Q2	$274K	Sell	12,526 -1,076	-8%	-$27.6K	﹤0.01%	1674
2022 Q1	$332K	Buy	+13,602	New	+$286K	﹤0.01%	1561
2018 Q1	–	Sell	-269,582	Closed	-$6.14M	–	2062
2017 Q4	$6.14M	Buy	269,582 +43,981	+19%	+$954K	0.03%	201
2017 Q3	$4.91M	Sell	225,601 -39,882	-15%	-$805K	0.02%	243
2017 Q2	$5.43M	Sell	265,483 -7,256	-3%	-$162K	0.03%	206
2017 Q1	$6.67M	Buy	272,739 +212,739	+355%	+$5.37M	0.04%	181
2016 Q4	$1.57M	Sell	60,000 -127,000	-68%	-$3.29M	0.01%	475
2016 Q3	$4.94M	Buy	187,000 +59,000	+46%	+$1.49M	0.03%	203
2016 Q2	$3.12M	Sell	128,000 -5,233	-4%	-$124K	0.02%	248
2016 Q1	$2.75M	Buy	133,233 +101,233	+316%	+$1.95M	0.02%	256
2015 Q4	$714K	Buy	32,000 +25,600	+400%	+$735K	0.01%	617
2015 Q3	$180K	Sell	6,400 -9,424	-60%	-$328K	﹤0.01%	1252
2015 Q2	$748K	Sell	15,824 -38,284	-71%	-$2.1M	0.01%	559
2015 Q1	$2.88M	Buy	54,108 +12,194	+29%	+$651K	0.03%	216
2014 Q4	$2.35M	Buy	41,914 +25,393	+154%	+$1.75M	0.02%	241
2014 Q3	$1.48M	Buy	16,521 +16,515	+275,250%	+$1.71M	0.02%	304
2014 Q2	$1K	Sell	6 -3,994	-100%	-$446K	﹤0.01%	3629
2014 Q1	$414K	Buy	+4,000	New	+$393K	0.01%	699
2013 Q4	–	Sell	-140	Closed	-$13K	–	3359
2013 Q3	$13K	Sell	140 -10	-7%	-$878	﹤0.01%	2314
2013 Q2	$12K	Buy	+150	New	+$12.4K	﹤0.01%	2177

Other funds holding FCG

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

GJL

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

Creative Planning's FCG Position: Q2 2025 in Review

Creative Planning sold out of First Trust Natural Gas ETF (FCG) in Q2 2025, closing a stake of 11,706 shares — an estimated $291K sold.

Creative Planning first reported a position in FCG in Q2 2013 and held it in 31 quarters. The position peaked at $6.67M in Q1 2017. 105 funds tracked by Wall St. Rank hold FCG as of Q2 2025.

Creative Planning reported no remaining First Trust Natural Gas ETF position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 11,706 First Trust Natural Gas ETF shares in Q2 2025, an estimated $291K.
Creative Planning first reported a position in First Trust Natural Gas ETF in Q2 2013 and held it in 31 quarters.
Creative Planning's First Trust Natural Gas ETF position peaked at $6.67M in Q1 2017.
105 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.