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Impact Partnership Wealth’s First Trust Natural Gas ETF FCG Stock Holding History

Impact Partnership Wealth’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
-89
Closed -$2.31K – 919
2023
Q3 		$2.31K Hold
89
– – ﹤0.01% 813
2023
Q2 		$2.07K Buy
+89
New +$2.02K ﹤0.01% 653

Other funds holding FCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
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

Impact Partnership Wealth's FCG Position: Q4 2023 in Review

Impact Partnership Wealth sold out of First Trust Natural Gas ETF (FCG) in Q4 2023, closing a stake of 89 shares — an estimated $2.31K sold.

Impact Partnership Wealth first reported a position in FCG in Q2 2023 and held it in 2 quarters. The position peaked at $2.31K in Q3 2023. 125 funds tracked by Wall St. Rank hold FCG as of Q4 2023.

  • Impact Partnership Wealth reported no remaining First Trust Natural Gas ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 89 First Trust Natural Gas ETF shares in Q4 2023, an estimated $2.31K.
  • Impact Partnership Wealth first reported a position in First Trust Natural Gas ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's First Trust Natural Gas ETF position peaked at $2.31K in Q3 2023.
  • 125 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.