OLVIG
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Oliver Lagore Vanvalin Investment Group’s First Trust Natural Gas ETF FCG Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q2 		– Sell
-28
Closed -$631 – 800
2023
Q1 		$631 Buy
+28
New +$660 ﹤0.01% 640

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $453M AUM 18.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FCG Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of First Trust Natural Gas ETF (FCG) in Q2 2023, closing a stake of 28 shares — an estimated $631 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FCG in Q1 2023 and held it in 1 quarter. The position peaked at $631 in Q1 2023. 114 funds tracked by Wall St. Rank hold FCG as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining First Trust Natural Gas ETF position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 28 First Trust Natural Gas ETF shares in Q2 2023, an estimated $631.
  • Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Natural Gas ETF in Q1 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's First Trust Natural Gas ETF position peaked at $631 in Q1 2023.
  • 114 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.