Guardian Wealth Advisors (North Carolina)’s First Trust Natural Gas ETF FCG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-18	Closed	-$468	–	450
2023 Q3	$468	Hold	18	–	–	﹤0.01%	411
2023 Q2	$419	Hold	18	–	–	﹤0.01%	407
2023 Q1	$405	Hold	18	–	–	﹤0.01%	404
2022 Q4	$441	Hold	18	–	–	﹤0.01%	368
2022 Q3	$0	Hold	18	–	–	﹤0.01%	350
2022 Q2	$0	Hold	18	–	–	﹤0.01%	357
2022 Q1	$0	Hold	18	–	–	﹤0.01%	258
2021 Q4	$0	Buy	+18	New	+$323	﹤0.01%	243

Other funds holding FCG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $453M AUM 18.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FCG Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Natural Gas ETF (FCG) in Q4 2023, closing a stake of 18 shares — an estimated $468 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FCG in Q4 2021 and held it in 8 quarters. The position peaked at $468 in Q3 2023. 124 funds tracked by Wall St. Rank hold FCG as of Q4 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Natural Gas ETF position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 18 First Trust Natural Gas ETF shares in Q4 2023, an estimated $468.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Natural Gas ETF in Q4 2021 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Natural Gas ETF position peaked at $468 in Q3 2023.
124 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.