IFPG
FCG icon

Intrepid Financial Planning Group’s First Trust Natural Gas ETF FCG Stock Holding History

Intrepid Financial Planning Group’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
Q3 		– Sell
-13,264
Closed -$349K – 130
2024
Q2 		$349K Buy
13,264
+1,706
+15% +$46.3K 0.15% 89
2024
Q1 		$317K Sell
11,558
-1,850
-14% -$45.3K 0.14% 96
2023
Q4 		$326K Sell
13,408
-780
-5% -$19.6K 0.16% 85
2023
Q3 		$369K Sell
14,188
-120
-0.8% -$3.06K 0.19% 75
2023
Q2 		$333K Sell
14,308
-745
-5% -$16.9K 0.16% 82
2023
Q1 		$339K Buy
15,053
+108
+0.7% +$2.54K 0.17% 80
2022
Q4 		$366K Buy
+14,945
New +$389K 0.2% 73

Other funds holding FCG

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $501B AUM 22.01% 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 $75B AUM 31.89% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return