First Foundation Advisors’s First Trust Natural Gas ETF FCG Stock Holding History

First Foundation 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
2023 Q2	–	Sell	-32,604	Closed	-$734K	–	424
2023 Q1	$734K	Buy	32,604 +15,663	+92%	+$369K	0.03%	200
2022 Q4	$415K	Buy	+16,941	New	+$442K	0.02%	270

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

First Foundation Advisors's FCG Position: Q2 2023 in Review

First Foundation Advisors sold out of First Trust Natural Gas ETF (FCG) in Q2 2023, closing a stake of 32,604 shares — an estimated $734K sold.

First Foundation Advisors first reported a position in FCG in Q4 2022 and held it in 2 quarters. The position peaked at $734K in Q1 2023. 114 funds tracked by Wall St. Rank hold FCG as of Q2 2023.

First Foundation Advisors reported no remaining First Trust Natural Gas ETF position as of Q2 2023 after selling out during the quarter.
First Foundation Advisors sold 32,604 First Trust Natural Gas ETF shares in Q2 2023, an estimated $734K.
First Foundation Advisors first reported a position in First Trust Natural Gas ETF in Q4 2022 and held it in 2 quarters.
First Foundation Advisors's First Trust Natural Gas ETF position peaked at $734K in Q1 2023.
114 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.