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

WR Wealth Planners’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
2024
Q4 		$2.46K Hold
100
– – ﹤0.01% 820
2024
Q3 		$2.38K Hold
100
– – ﹤0.01% 874
2024
Q2 		$2.63K Buy
+100
New +$2.72K ﹤0.01% 830

Other funds holding FCG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

WR Wealth Planners's FCG Position: Q4 2024 in Review

WR Wealth Planners held its First Trust Natural Gas ETF (FCG) position steady in Q4 2024 at 100 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

WR Wealth Planners first reported a position in FCG in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.63K in Q2 2024. 103 funds tracked by Wall St. Rank hold FCG as of Q4 2024.

  • WR Wealth Planners held 100 shares of First Trust Natural Gas ETF worth $2.46K as of Q4 2024.
  • WR Wealth Planners left its First Trust Natural Gas ETF share count unchanged in Q4 2024.
  • First Trust Natural Gas ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #820 holding.
  • WR Wealth Planners first reported a position in First Trust Natural Gas ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's First Trust Natural Gas ETF position peaked at $2.63K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.