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

Foundations 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
2022
Q3 		– Sell
-56,792
Closed -$1.16M – 412
2022
Q2 		$1.16M Buy
56,792
+5,598
+11% +$144K 0.05% 127
2022
Q1 		$1.34M Buy
51,194
+237
+0.5% +$4.98K 0.05% 108
2021
Q4 		$1M Sell
50,957
-4,067
-7% -$73K 0.04% 126
2021
Q3 		$997K Sell
55,024
-469
-0.8% -$6.82K 0.04% 112
2021
Q2 		$889K Buy
55,493
+1,401
+3% +$20K 0.04% 107
2021
Q1 		$702K Buy
54,092
+1,758
+3% +$20.7K 0.04% 110
2020
Q4 		$525K Sell
52,334
-1,280
-2% -$9.76K 0.03% 114
2020
Q3 		$324K Buy
53,614
+22,530
+72% +$165K 0.07% 133
2020
Q2 		$233K Sell
31,084
-1,543
-5% -$11K 0.02% 150
2020
Q1 		$131K Buy
+32,627
New +$271K 0.02% 113

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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return