Morton Brown Family Wealth’s First Trust Natural Gas ETF FCG Stock Holding History

Morton Brown Family Wealth’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
2025 Q3	–	Sell	-1	Closed	-$23	–	287
2025 Q2	$23	Hold	1	–	–	﹤0.01%	317
2025 Q1	$25	Buy	+1	New	+$25	﹤0.01%	321

Other funds holding FCG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morton Brown Family Wealth's FCG Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of First Trust Natural Gas ETF (FCG) in Q3 2025, closing a stake of 1 share — an estimated $23 sold.

Morton Brown Family Wealth first reported a position in FCG in Q1 2025 and held it in 2 quarters. The position peaked at $25 in Q1 2025. 97 funds tracked by Wall St. Rank hold FCG as of Q3 2025.

Morton Brown Family Wealth reported no remaining First Trust Natural Gas ETF position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 1 First Trust Natural Gas ETF share in Q3 2025, an estimated $23.
Morton Brown Family Wealth first reported a position in First Trust Natural Gas ETF in Q1 2025 and held it in 2 quarters.
Morton Brown Family Wealth's First Trust Natural Gas ETF position peaked at $25 in Q1 2025.
97 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.