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

Summit 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
2022
Q2 		– Sell
-20,440
Closed -$499K – 169
2022
Q1 		$499K Buy
+20,440
New +$429K 0.11% 95

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MTWSIF
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Summit Wealth Partners's FCG Position: Q2 2022 in Review

Summit Wealth Partners sold out of First Trust Natural Gas ETF (FCG) in Q2 2022, closing a stake of 20,440 shares — an estimated $499K sold.

Summit Wealth Partners first reported a position in FCG in Q1 2022 and held it in 1 quarter. The position peaked at $499K in Q1 2022. 136 funds tracked by Wall St. Rank hold FCG as of Q2 2022.

  • Summit Wealth Partners reported no remaining First Trust Natural Gas ETF position as of Q2 2022 after selling out during the quarter.
  • Summit Wealth Partners sold 20,440 First Trust Natural Gas ETF shares in Q2 2022, an estimated $499K.
  • Summit Wealth Partners first reported a position in First Trust Natural Gas ETF in Q1 2022 and held it in 1 quarter.
  • Summit Wealth Partners's First Trust Natural Gas ETF position peaked at $499K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2022.

Based on Summit Wealth Partners's 13F filing for Q2 2022, filed 11 Sep 2024.