FTCM
CFLT

First Trust Capital Management’s Confluent CFLT Stock Holding History

First Trust Capital Management’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-462,084
Closed -$14M – 187
2025
Q4 		$14M Buy
+462,084
New +$11.3M 0.85% 36

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Trust Capital Management's CFLT Position: Q1 2026 in Review

First Trust Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 462,084 shares — an estimated $14M sold.

First Trust Capital Management first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $14M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • First Trust Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • First Trust Capital Management sold 462,084 Confluent shares in Q1 2026, an estimated $14M.
  • First Trust Capital Management first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • First Trust Capital Management's Confluent position peaked at $14M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on First Trust Capital Management's 13F filing for Q1 2026, filed 14 May 2026.