MWM
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MinichMacGregor Wealth Management’s First Trust Natural Gas ETF FCG Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-128
Closed -$3.14K – 265
2022
Q4 		$3.14K Buy
+128
New +$3.34K ﹤0.01% 527

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

MinichMacGregor Wealth Management's FCG Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of First Trust Natural Gas ETF (FCG) in Q1 2023, closing a stake of 128 shares — an estimated $3.14K sold.

MinichMacGregor Wealth Management first reported a position in FCG in Q4 2022 and held it in 1 quarter. The position peaked at $3.14K in Q4 2022. 125 funds tracked by Wall St. Rank hold FCG as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining First Trust Natural Gas ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 128 First Trust Natural Gas ETF shares in Q1 2023, an estimated $3.14K.
  • MinichMacGregor Wealth Management first reported a position in First Trust Natural Gas ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's First Trust Natural Gas ETF position peaked at $3.14K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.