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BFC Planning, Inc.’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

BFC Planning, Inc.’s Portfolio FSCS Stock Details FSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$996 Buy
27
+9
+50% +$323 ﹤0.01% 3153
2026
Q1 		$638 Sell
18
-146
-89% -$5.34K ﹤0.01% 2816
2025
Q4 		$5.86K Buy
+164
New +$5.87K ﹤0.01% 2294

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FSB Premier Wealth Management
FSB Premier Wealth Management Waterloo, Iowa $355M AUM 19.62% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

BFC Planning, Inc. increased its First Trust SMID Capital Strength ETF (FSCS) stake by 50% in Q2 2026, buying an estimated $323 and bringing the position to 27 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

BFC Planning, Inc. first reported a position in FSCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.86K in Q4 2025. 28 funds tracked by Wall St. Rank hold FSCS as of Q2 2026.

  • BFC Planning, Inc. held 27 shares of First Trust SMID Capital Strength ETF worth $996 as of Q2 2026.
  • BFC Planning, Inc. bought 9 First Trust SMID Capital Strength ETF shares in Q2 2026, an estimated $323.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3153 holding.
  • BFC Planning, Inc. first reported a position in First Trust SMID Capital Strength ETF in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s First Trust SMID Capital Strength ETF position peaked at $5.86K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q2 2026.

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