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Independent Portfolio Consultants’s First Trust Natural Gas ETF FCG Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$35K Hold
1,705
– – 0.01% 556
2017
Q1 		$42K Buy
+1,705
New +$43K 0.01% 587
2016
Q2 		– Sell
-1,417
Closed -$29K – 737
2016
Q1 		$29K Buy
1,417
+514
+57% +$9.91K 0.01% 632
2015
Q4 		$20K Buy
+903
New +$25.9K 0.01% 677

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Independent Portfolio Consultants's FCG Position: Q2 2017 in Review

Independent Portfolio Consultants held its First Trust Natural Gas ETF (FCG) position steady in Q2 2017 at 1,705 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #556.

Independent Portfolio Consultants first reported a position in FCG in Q4 2015 and has held it in 4 quarters since. The position peaked at $42K in Q1 2017. 58 funds tracked by Wall St. Rank hold FCG as of Q2 2017.

  • Independent Portfolio Consultants held 1,705 shares of First Trust Natural Gas ETF worth $35K as of Q2 2017.
  • Independent Portfolio Consultants left its First Trust Natural Gas ETF share count unchanged in Q2 2017.
  • First Trust Natural Gas ETF made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #556 holding.
  • Independent Portfolio Consultants first reported a position in First Trust Natural Gas ETF in Q4 2015 and has held it in 4 quarters since.
  • Independent Portfolio Consultants's First Trust Natural Gas ETF position peaked at $42K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.