BFC Planning, Inc.’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History
Bought
Maintained
Sold
Other funds holding FCEF
BFC Planning, Inc.'s FCEF Position: Q2 2026 in Review
BFC Planning, Inc. reduced its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) stake by 83% in Q2 2026, selling an estimated $123K and leaving 1,106 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.
BFC Planning, Inc. first reported a position in FCEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $143K in Q1 2026. 34 funds tracked by Wall St. Rank hold FCEF as of Q2 2026.
- BFC Planning, Inc. held 1,106 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $26.6K as of Q2 2026.
- BFC Planning, Inc. sold 5,241 First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF shares in Q2 2026, an estimated $123K.
- First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1870 holding.
- BFC Planning, Inc. first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
- BFC Planning, Inc.'s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $143K in Q1 2026.
- 34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.