Financial Partners Group (Kansas)’s First Trust Natural Gas ETF FCG Stock Holding History

Financial Partners Group (Kansas)’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	-8,736	Closed	-$213K	–	171
2023 Q3	$213K	Buy	+8,736	New	+$223K	0.04%	149
2023 Q2	–	Sell	-26,618	Closed	-$599K	–	163
2023 Q1	$599K	Buy	26,618 +301	+1%	+$7.09K	0.13%	78
2022 Q4	$651K	Buy	26,317 +2,843	+12%	+$74.1K	0.14%	77
2022 Q3	$536K	Buy	23,474 +9,829	+72%	+$238K	0.14%	72
2022 Q2	$299K	Buy	13,645 +37	+0.3%	+$950	0.08%	110
2022 Q1	$332K	Buy	13,608 +2,063	+18%	+$43.3K	0.07%	124
2021 Q4	$224K	Buy	+11,545	New	+$207K	0.05%	153

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

Financial Partners Group (Kansas)'s FCG Position: Q4 2023 in Review

Financial Partners Group (Kansas) sold out of First Trust Natural Gas ETF (FCG) in Q4 2023, closing a stake of 8,736 shares — an estimated $213K sold.

Financial Partners Group (Kansas) first reported a position in FCG in Q4 2021 and held it in 7 quarters. The position peaked at $651K in Q4 2022. 125 funds tracked by Wall St. Rank hold FCG as of Q4 2023.

Financial Partners Group (Kansas) reported no remaining First Trust Natural Gas ETF position as of Q4 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 8,736 First Trust Natural Gas ETF shares in Q4 2023, an estimated $213K.
Financial Partners Group (Kansas) first reported a position in First Trust Natural Gas ETF in Q4 2021 and held it in 7 quarters.
Financial Partners Group (Kansas)'s First Trust Natural Gas ETF position peaked at $651K in Q4 2022.
125 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2023, filed 9 Feb 2024.