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

Wealth Effects’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 Q3	–	Sell	-10,050	Closed	-$232K	–	220
2025 Q2	$232K	Sell	10,050 -8,600	-46%	-$192K	0.09%	181
2025 Q1	$463K	Buy	18,650 +650	+4%	+$16.2K	0.19%	105
2024 Q4	$443K	Buy	18,000 +7,275	+68%	+$180K	0.16%	116
2024 Q3	$255K	Buy	+10,725	New	+$269K	0.09%	174

Other funds holding FCG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $508M AUM 36.67% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Effects's FCG Position: Q3 2025 in Review

Wealth Effects sold out of First Trust Natural Gas ETF (FCG) in Q3 2025, closing a stake of 10,050 shares — an estimated $232K sold.

Wealth Effects first reported a position in FCG in Q3 2024 and held it in 4 quarters. The position peaked at $463K in Q1 2025. 97 funds tracked by Wall St. Rank hold FCG as of Q3 2025.

Wealth Effects reported no remaining First Trust Natural Gas ETF position as of Q3 2025 after selling out during the quarter.
Wealth Effects sold 10,050 First Trust Natural Gas ETF shares in Q3 2025, an estimated $232K.
Wealth Effects first reported a position in First Trust Natural Gas ETF in Q3 2024 and held it in 4 quarters.
Wealth Effects's First Trust Natural Gas ETF position peaked at $463K in Q1 2025.
97 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q3 2025.

Based on Wealth Effects's 13F filing for Q3 2025, filed 28 Oct 2025.