BFC Planning, Inc.’s Fidelity Ethereum Fund FETH Stock Holding History

BFC Planning, Inc.’s Portfolio FETH Stock Details FETH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,000	Closed	-$20.9K	–	3528
2026 Q1	$20.9K	Hold	1,000	–	–	﹤0.01%	1695
2025 Q4	$29.6K	Hold	1,000	–	–	﹤0.01%	1578
2025 Q3	$41.6K	Buy	+1,000	New	+$39.2K	﹤0.01%	1265

Other funds holding FETH

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KDK Private Wealth Management Houston, Texas $126M AUM 17.87% 1-Year Est. Return

TDB

Thompson David Blair $200M AUM

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

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

BFC Planning, Inc. sold out of Fidelity Ethereum Fund (FETH) in Q2 2026, closing a stake of 1,000 shares — an estimated $20.9K sold.

BFC Planning, Inc. first reported a position in FETH in Q3 2025 and held it in 3 quarters. The position peaked at $41.6K in Q3 2025. 122 funds tracked by Wall St. Rank hold FETH as of Q2 2026.

BFC Planning, Inc. reported no remaining Fidelity Ethereum Fund position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 1,000 Fidelity Ethereum Fund shares in Q2 2026, an estimated $20.9K.
BFC Planning, Inc. first reported a position in Fidelity Ethereum Fund in Q3 2025 and held it in 3 quarters.
BFC Planning, Inc.'s Fidelity Ethereum Fund position peaked at $41.6K in Q3 2025.
122 funds tracked by Wall St. Rank held Fidelity Ethereum Fund as of Q2 2026.

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