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Legacy Financial Advisors’s First Trust Natural Gas ETF FCG Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-91
Closed -$2K – 382
2019
Q1 		$2K Hold
91
– – ﹤0.01% 895
2018
Q4 		$1K Hold
91
– – ﹤0.01% 898
2018
Q3 		$2K Hold
91
– – ﹤0.01% 808
2018
Q2 		$2K Hold
91
– – ﹤0.01% 818
2018
Q1 		$1K Hold
91
– – ﹤0.01% 780
2017
Q4 		$2K Buy
+91
New +$1.98K ﹤0.01% 741

Other funds holding FCG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Legacy Financial Advisors's FCG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First Trust Natural Gas ETF (FCG) in Q2 2019, closing a stake of 91 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in FCG in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 50 funds tracked by Wall St. Rank hold FCG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining First Trust Natural Gas ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 91 First Trust Natural Gas ETF shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in First Trust Natural Gas ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's First Trust Natural Gas ETF position peaked at $2K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.