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

Summit Financial’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
2026
Q2 		$274K Buy
10,302
+26
+0.3% +$764 ﹤0.01% 1370
2026
Q1 		$326K Sell
10,276
-10,244
-50% -$277K ﹤0.01% 1156
2025
Q4 		$480K Sell
20,520
-4,062
-17% -$95K 0.01% 901
2025
Q3 		$577K Sell
24,582
-1,099
-4% -$25.7K 0.01% 845
2025
Q2 		$593K Buy
+25,681
New +$575K 0.01% 537

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 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

Summit Financial's FCG Position: Q2 2026 in Review

Summit Financial increased its First Trust Natural Gas ETF (FCG) stake by 0.25% in Q2 2026, buying an estimated $764 and bringing the position to 10,302 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Summit Financial first reported a position in FCG in Q2 2025 and has held it in 5 quarters since. The position peaked at $593K in Q2 2025. 138 funds tracked by Wall St. Rank hold FCG as of Q2 2026.

  • Summit Financial held 10,302 shares of First Trust Natural Gas ETF worth $274K as of Q2 2026.
  • Summit Financial bought 26 First Trust Natural Gas ETF shares in Q2 2026, an estimated $764.
  • First Trust Natural Gas ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1370 holding.
  • Summit Financial first reported a position in First Trust Natural Gas ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's First Trust Natural Gas ETF position peaked at $593K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.