SLFPAM
FCG icon

St. Louis Financial Planners Asset Management’s First Trust Natural Gas ETF FCG Stock Holding History

St. Louis Financial Planners Asset Management’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
Q1 		– Sell
-36,443
Closed -$893K – 41
2022
Q4 		$893K Buy
+36,443
New +$950K 0.87% 18

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

St. Louis Financial Planners Asset Management's FCG Position: Q1 2023 in Review

St. Louis Financial Planners Asset Management sold out of First Trust Natural Gas ETF (FCG) in Q1 2023, closing a stake of 36,443 shares — an estimated $893K sold.

St. Louis Financial Planners Asset Management first reported a position in FCG in Q4 2022 and held it in 1 quarter. The position peaked at $893K in Q4 2022. 124 funds tracked by Wall St. Rank hold FCG as of Q1 2023.

  • St. Louis Financial Planners Asset Management reported no remaining First Trust Natural Gas ETF position as of Q1 2023 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 36,443 First Trust Natural Gas ETF shares in Q1 2023, an estimated $893K.
  • St. Louis Financial Planners Asset Management first reported a position in First Trust Natural Gas ETF in Q4 2022 and held it in 1 quarter.
  • St. Louis Financial Planners Asset Management's First Trust Natural Gas ETF position peaked at $893K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q1 2023.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2023, filed 5 Apr 2023.