BFC Planning, Inc.’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.7K	Buy	+203	New	+$46.9K	﹤0.01%	1487
2026 Q1	–	Sell	-143	Closed	-$18.5K	–	3136
2025 Q4	$18.5K	Hold	143	–	–	﹤0.01%	1785
2025 Q3	$16K	Hold	143	–	–	﹤0.01%	1688
2025 Q2	$13.7K	Hold	143	–	–	﹤0.01%	1664
2025 Q1	$10.8K	Hold	143	–	–	﹤0.01%	1733
2024 Q4	$12.5K	Buy	+143	New	+$12.9K	﹤0.01%	1663

Other funds holding FTXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

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

BFC Planning, Inc. opened a new position in First Trust Nasdaq Semiconductor ETF (FTXL) in Q2 2026: 203 shares worth $57.7K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in FTXL as recently as Q4 2025.

BFC Planning, Inc. first reported a position in FTXL in Q4 2024 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold FTXL as of Q2 2026.

BFC Planning, Inc. held 203 shares of First Trust Nasdaq Semiconductor ETF worth $57.7K as of Q2 2026.
First Trust Nasdaq Semiconductor ETF was a new BFC Planning, Inc. position in Q2 2026.
First Trust Nasdaq Semiconductor ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1487 holding.
BFC Planning, Inc. first reported a position in First Trust Nasdaq Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
213 funds tracked by Wall St. Rank held First Trust Nasdaq Semiconductor ETF as of Q2 2026.

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