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

Western 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
2022
Q3 		– Sell
-32,020
Closed -$702K – 820
2022
Q2 		$702K Buy
+32,020
New +$822K 0.04% 381

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LPL Financial
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GW
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Western Wealth Management's FCG Position: Q3 2022 in Review

Western Wealth Management sold out of First Trust Natural Gas ETF (FCG) in Q3 2022, closing a stake of 32,020 shares — an estimated $702K sold.

Western Wealth Management first reported a position in FCG in Q2 2022 and held it in 1 quarter. The position peaked at $702K in Q2 2022. 140 funds tracked by Wall St. Rank hold FCG as of Q3 2022.

  • Western Wealth Management reported no remaining First Trust Natural Gas ETF position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 32,020 First Trust Natural Gas ETF shares in Q3 2022, an estimated $702K.
  • Western Wealth Management first reported a position in First Trust Natural Gas ETF in Q2 2022 and held it in 1 quarter.
  • Western Wealth Management's First Trust Natural Gas ETF position peaked at $702K in Q2 2022.
  • 140 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.