Outlook Wealth Advisors’s First Trust Natural Gas ETF FCG Stock Holding History

Outlook Wealth Advisors’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	-12,807	Closed	-$288K	–	207
2023 Q1	$288K	Buy	+12,807	New	+$302K	0.13%	157
2022 Q3	–	Sell	-39,850	Closed	-$873K	–	185
2022 Q2	$873K	Buy	39,850 +6,043	+18%	+$155K	0.36%	69
2022 Q1	$824K	Sell	33,807 -1,242	-4%	-$26.1K	0.28%	88
2021 Q4	$602K	Buy	+35,049	New	+$629K	0.18%	126

Other funds holding FCG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Outlook Wealth Advisors's FCG Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of First Trust Natural Gas ETF (FCG) in Q2 2023, closing a stake of 12,807 shares — an estimated $288K sold.

Outlook Wealth Advisors first reported a position in FCG in Q4 2021 and held it in 4 quarters. The position peaked at $873K in Q2 2022. 114 funds tracked by Wall St. Rank hold FCG as of Q2 2023.

Outlook Wealth Advisors reported no remaining First Trust Natural Gas ETF position as of Q2 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 12,807 First Trust Natural Gas ETF shares in Q2 2023, an estimated $288K.
Outlook Wealth Advisors first reported a position in First Trust Natural Gas ETF in Q4 2021 and held it in 4 quarters.
Outlook Wealth Advisors's First Trust Natural Gas ETF position peaked at $873K in Q2 2022.
114 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.