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

Next Financial 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
2017
Q4 		– Sell
-100
Closed -$2K – 618
2017
Q3 		$2K Hold
100
– – ﹤0.01% 1594
2017
Q2 		$2K Hold
100
– – ﹤0.01% 1722
2017
Q1 		$2K Sell
100
-900
-90% -$22.7K ﹤0.01% 1688
2016
Q4 		$26K Hold
1,000
– – ﹤0.01% 1251
2016
Q3 		$26K Sell
1,000
-113
-10% -$2.85K ﹤0.01% 1231
2016
Q2 		$27K Buy
1,113
+740
+198% +$17.5K 0.01% 853
2016
Q1 		$7K Buy
373
+1
+0.3% +$19 ﹤0.01% 1274
2015
Q4 		$8K Buy
372
+2
+0.5% +$57 ﹤0.01% 1246
2015
Q3 		$10K Buy
370
+1
+0.3% +$35 ﹤0.01% 1196
2015
Q2 		$17K Buy
369
+65
+21% +$3.56K 0.01% 1059
2015
Q1 		$16K Sell
304
-279
-48% -$14.9K 0.01% 1074
2014
Q4 		$33K Sell
583
-150
-20% -$10.4K 0.01% 803
2014
Q3 		$66K Sell
733
-30
-4% -$3.1K 0.01% 818
2014
Q2 		$79K Buy
+763
New +$85.2K 0.04% 262

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Next Financial Group's FCG Position: Q4 2017 in Review

Next Financial Group sold out of First Trust Natural Gas ETF (FCG) in Q4 2017, closing a stake of 100 shares — an estimated $2K sold.

Next Financial Group first reported a position in FCG in Q2 2014 and held it in 14 quarters. The position peaked at $79K in Q2 2014. 58 funds tracked by Wall St. Rank hold FCG as of Q4 2017.

  • Next Financial Group reported no remaining First Trust Natural Gas ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 100 First Trust Natural Gas ETF shares in Q4 2017, an estimated $2K.
  • Next Financial Group first reported a position in First Trust Natural Gas ETF in Q2 2014 and held it in 14 quarters.
  • Next Financial Group's First Trust Natural Gas ETF position peaked at $79K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.