JP Morgan Private Wealth Advisors’s First Trust Natural Gas ETF FCG Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$289K	Buy	+11,105	New	+$283K	﹤0.01%	1497
2023 Q1	–	Sell	-9,665	Closed	-$237K	–	1964
2022 Q4	$237K	Sell	9,665 -1,630	-14%	-$42.5K	﹤0.01%	1750
2022 Q3	$258K	Sell	11,295 -500	-4%	-$12.1K	﹤0.01%	1719
2022 Q2	$258K	Buy	+11,795	New	+$303K	﹤0.01%	1725

Other funds holding FCG

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

RJFSA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FCG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in First Trust Natural Gas ETF (FCG) in Q3 2023: 11,105 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in FCG as recently as Q4 2022.

JP Morgan Private Wealth Advisors first reported a position in FCG in Q2 2022 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold FCG as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,105 shares of First Trust Natural Gas ETF worth $289K as of Q3 2023.
First Trust Natural Gas ETF was a new JP Morgan Private Wealth Advisors position in Q3 2023.
First Trust Natural Gas ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1497 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Natural Gas ETF in Q2 2022 and has held it in 4 quarters since.
131 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.