IFAM
FCG icon

Institutional & Family Asset Management’s First Trust Natural Gas ETF FCG Stock Holding History

Institutional & Family Asset Management’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
2024
Q1 		– Sell
-170
Closed -$4.13K – 748
2023
Q4 		$4.13K Hold
170
– – ﹤0.01% 504
2023
Q3 		$4.42K Hold
170
– – ﹤0.01% 479
2023
Q2 		$3.96K Buy
+170
New +$3.86K ﹤0.01% 510

Other funds holding FCG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Institutional & Family Asset Management's FCG Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of First Trust Natural Gas ETF (FCG) in Q1 2024, closing a stake of 170 shares — an estimated $4.13K sold.

Institutional & Family Asset Management first reported a position in FCG in Q2 2023 and held it in 3 quarters. The position peaked at $4.42K in Q3 2023. 126 funds tracked by Wall St. Rank hold FCG as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining First Trust Natural Gas ETF position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 170 First Trust Natural Gas ETF shares in Q1 2024, an estimated $4.13K.
  • Institutional & Family Asset Management first reported a position in First Trust Natural Gas ETF in Q2 2023 and held it in 3 quarters.
  • Institutional & Family Asset Management's First Trust Natural Gas ETF position peaked at $4.42K in Q3 2023.
  • 126 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.