BFC Planning, Inc.’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	3419
2026 Q1	–	Sell	-287	Closed	-$6.44K	–	3027
2025 Q4	$6.01K	Buy	287 +3	+1%	+$64	﹤0.01%	2282
2025 Q3	$6.1K	Buy	284 +2	+0.7%	+$45	﹤0.01%	2128
2025 Q2	$6.26K	Buy	282 +2	+0.7%	+$45	﹤0.01%	1977
2025 Q1	$6.62K	Buy	280 +1	+0.4%	+$23	﹤0.01%	1920
2024 Q4	$6.43K	Buy	+279	New	+$6.79K	﹤0.01%	1933

Other funds holding FTXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

BFC Planning, Inc. held its First Trust Nasdaq Food & Beverage ETF (FTXG) position steady in Q2 2026 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

BFC Planning, Inc. first reported a position in FTXG in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.62K in Q1 2025. 24 funds tracked by Wall St. Rank hold FTXG as of Q2 2026.

BFC Planning, Inc. held 0 shares of First Trust Nasdaq Food & Beverage ETF worth $4 as of Q2 2026.
BFC Planning, Inc. left its First Trust Nasdaq Food & Beverage ETF share count unchanged in Q2 2026.
First Trust Nasdaq Food & Beverage ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3419 holding.
BFC Planning, Inc. first reported a position in First Trust Nasdaq Food & Beverage ETF in Q4 2024 and has held it in 5 quarters since.
BFC Planning, Inc.'s First Trust Nasdaq Food & Beverage ETF position peaked at $6.62K in Q1 2025.
24 funds tracked by Wall St. Rank held First Trust Nasdaq Food & Beverage ETF as of Q2 2026.

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