CWP
FBDC

Concord Wealth Partners’s FT Confluence BDC & Specialty Finance Income ETF FBDC Stock Holding History

Concord Wealth Partners’s Portfolio FBDC Stock Details FBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-332
Closed -$6.56K – 905
2025
Q3 		$6.56K Buy
+332
New +$7.03K ﹤0.01% 582

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Citadel Advisors
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Commonwealth Equity Services
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Susquehanna International Group
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NS
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CEFA
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SFC
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UPS
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Concord Wealth Partners's FBDC Position: Q4 2025 in Review

Concord Wealth Partners sold out of FT Confluence BDC & Specialty Finance Income ETF (FBDC) in Q4 2025, closing a stake of 332 shares — an estimated $6.56K sold.

Concord Wealth Partners first reported a position in FBDC in Q3 2025 and held it in 1 quarter. The position peaked at $6.56K in Q3 2025. 14 funds tracked by Wall St. Rank hold FBDC as of Q4 2025.

  • Concord Wealth Partners reported no remaining FT Confluence BDC & Specialty Finance Income ETF position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 332 FT Confluence BDC & Specialty Finance Income ETF shares in Q4 2025, an estimated $6.56K.
  • Concord Wealth Partners first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q3 2025 and held it in 1 quarter.
  • Concord Wealth Partners's FT Confluence BDC & Specialty Finance Income ETF position peaked at $6.56K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.