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Oak Harbor Wealth Partners’s First Trust Natural Gas ETF FCG Stock Holding History

Oak Harbor Wealth Partners’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
2024
Q3 		– Sell
-60
Closed -$1.58K – 219
2024
Q2 		$1.58K Buy
+60
New +$1.63K ﹤0.01% 214

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

Oak Harbor Wealth Partners's FCG Position: Q3 2024 in Review

Oak Harbor Wealth Partners sold out of First Trust Natural Gas ETF (FCG) in Q3 2024, closing a stake of 60 shares — an estimated $1.58K sold.

Oak Harbor Wealth Partners first reported a position in FCG in Q2 2024 and held it in 1 quarter. The position peaked at $1.58K in Q2 2024. 97 funds tracked by Wall St. Rank hold FCG as of Q3 2024.

  • Oak Harbor Wealth Partners reported no remaining First Trust Natural Gas ETF position as of Q3 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 60 First Trust Natural Gas ETF shares in Q3 2024, an estimated $1.58K.
  • Oak Harbor Wealth Partners first reported a position in First Trust Natural Gas ETF in Q2 2024 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's First Trust Natural Gas ETF position peaked at $1.58K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q3 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.