BFC Planning, Inc.’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$125K	Buy	+3,036	New	+$118K	0.01%	1132

Other funds holding FTXO

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

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

BFC Planning, Inc. opened a new position in First Trust Nasdaq Bank ETF (FTXO) in Q2 2026: 3,036 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #1132 among its holdings.

127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

BFC Planning, Inc. held 3,036 shares of First Trust Nasdaq Bank ETF worth $125K as of Q2 2026.
First Trust Nasdaq Bank ETF was a new BFC Planning, Inc. position in Q2 2026.
First Trust Nasdaq Bank ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1132 holding.
127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

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