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Dumont & Blake Investment Advisors’s First Trust Natural Gas ETF FCG Stock Holding History

Dumont & Blake Investment 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
2016
Q2 		– Sell
-3,317
Closed -$68K – 188
2016
Q1 		$68K Sell
3,317
-90
-3% -$1.73K 0.04% 156
2015
Q4 		$76K Hold
3,407
– – 0.04% 157
2015
Q3 		$96K Hold
3,407
– – 0.05% 146
2015
Q2 		$161K Hold
3,407
– – 0.08% 146
2015
Q1 		$181K Hold
3,407
– – 0.09% 145
2014
Q4 		$191K Sell
3,407
-3,450
-50% -$238K 0.1% 140
2014
Q3 		$613K Hold
6,857
– – 0.32% 110
2014
Q2 		$809K Sell
6,857
-15
-0.2% -$1.68K 0.41% 98
2014
Q1 		$711K Sell
6,872
-180
-3% -$17.7K 0.37% 104
2013
Q4 		$688K Sell
7,052
-563
-7% -$54.9K 0.35% 108
2013
Q3 		$712K Buy
+7,615
New +$668K 0.34% 107

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return