BFC Planning, Inc.’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	3415
2026 Q1	–	Sell	-221	Closed	-$7.36K	–	3023
2025 Q4	$6.18K	Hold	221	–	–	﹤0.01%	2268
2025 Q3	$6.3K	Hold	221	–	–	﹤0.01%	2108
2025 Q2	$6.02K	Hold	221	–	–	﹤0.01%	1996
2025 Q1	$6.7K	Hold	221	–	–	﹤0.01%	1916
2024 Q4	$6.36K	Buy	+221	New	+$6.65K	﹤0.01%	1937

Other funds holding FTXN

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

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

BFC Planning, Inc. held its First Trust Nasdaq Oil & Gas ETF (FTXN) position steady in Q2 2026 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

BFC Planning, Inc. first reported a position in FTXN in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.7K in Q1 2025. 87 funds tracked by Wall St. Rank hold FTXN as of Q2 2026.

BFC Planning, Inc. held 0 shares of First Trust Nasdaq Oil & Gas ETF worth $6 as of Q2 2026.
BFC Planning, Inc. left its First Trust Nasdaq Oil & Gas ETF share count unchanged in Q2 2026.
First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3415 holding.
BFC Planning, Inc. first reported a position in First Trust Nasdaq Oil & Gas ETF in Q4 2024 and has held it in 5 quarters since.
BFC Planning, Inc.'s First Trust Nasdaq Oil & Gas ETF position peaked at $6.7K in Q1 2025.
87 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q2 2026.

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