FWP
EZBC icon

Forefront Wealth Partners’s Franklin Bitcoin ETF EZBC Stock Holding History

Forefront Wealth Partners’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$345K Sell
8,797
-3,694
-30% -$163K 0.14% 118
2025
Q4 		$632K Buy
12,491
+4,005
+47% +$232K 0.3% 76
2025
Q3 		$562K Buy
+8,486
New +$563K 0.14% 122
2025
Q2 		– Sell
-5,600
Closed -$267K – 108
2025
Q1 		$267K Buy
+5,600
New +$302K 0.18% 98

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Forefront Wealth Partners's EZBC Position: Q1 2026 in Review

Forefront Wealth Partners reduced its Franklin Bitcoin ETF (EZBC) stake by 30% in Q1 2026, selling an estimated $163K and leaving 8,797 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #118.

Forefront Wealth Partners first reported a position in EZBC in Q1 2025 and has held it in 4 quarters since. The position peaked at $632K in Q4 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Forefront Wealth Partners held 8,797 shares of Franklin Bitcoin ETF worth $345K as of Q1 2026.
  • Forefront Wealth Partners sold 3,694 Franklin Bitcoin ETF shares in Q1 2026, an estimated $163K.
  • Franklin Bitcoin ETF made up 0.14% of Forefront Wealth Partners's portfolio in Q1 2026, its #118 holding.
  • Forefront Wealth Partners first reported a position in Franklin Bitcoin ETF in Q1 2025 and has held it in 4 quarters since.
  • Forefront Wealth Partners's Franklin Bitcoin ETF position peaked at $632K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.