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BFC Planning, Inc.’s First Trust Natural Gas ETF FCG Stock Holding History

BFC Planning, Inc.’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
2026
Q2 		$11.9K Buy
446
+3
+0.7% +$88 ﹤0.01% 2281
2026
Q1 		$14K Buy
443
+2
+0.5% +$54 ﹤0.01% 1877
2025
Q4 		$10.3K Buy
441
+3
+0.7% +$70 ﹤0.01% 2066
2025
Q3 		$10.3K Buy
+438
New +$10.2K ﹤0.01% 1907
2024
Q4 		– Hold
0
– – – 2599

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mivtachim The Workers Social Insurance Fund
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $659M AUM 50.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s FCG Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust Natural Gas ETF (FCG) stake by 0.68% in Q2 2026, buying an estimated $88 and bringing the position to 446 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

BFC Planning, Inc. first reported a position in FCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $14K in Q1 2026. 139 funds tracked by Wall St. Rank hold FCG as of Q2 2026.

  • BFC Planning, Inc. held 446 shares of First Trust Natural Gas ETF worth $11.9K as of Q2 2026.
  • BFC Planning, Inc. bought 3 First Trust Natural Gas ETF shares in Q2 2026, an estimated $88.
  • First Trust Natural Gas ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2281 holding.
  • BFC Planning, Inc. first reported a position in First Trust Natural Gas ETF in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s First Trust Natural Gas ETF position peaked at $14K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.