VWM
FCG icon

Venturi Wealth Management’s First Trust Natural Gas ETF FCG Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-100
Closed -$2.46K – 993
2024
Q4 		$2.46K Hold
100
– – ﹤0.01% 1823
2024
Q3 		$2.38K Hold
100
– – ﹤0.01% 1641
2024
Q2 		$2.63K Hold
100
– – ﹤0.01% 1331
2024
Q1 		$2.74K Hold
100
– – ﹤0.01% 1207
2023
Q4 		$2.43K Hold
100
– – ﹤0.01% 1171
2023
Q3 		$2.6K Hold
100
– – ﹤0.01% 1117
2023
Q2 		$2.33K Hold
100
– – ﹤0.01% 898
2023
Q1 		$2.25K Buy
+100
New +$2.36K ﹤0.01% 986

Other funds holding FCG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return