First Trust Capital Management’s Palmer Square Capital BDC PSBD Stock Holding History

First Trust Capital Management’s Portfolio PSBD Stock Details PSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.7M	Hold	1,288,337	–	–	0.61%	21
2026 Q2	$13.4M	Hold	1,288,337	–	–	0.78%	16
2026 Q1	$12.6M	Hold	1,288,337	–	–	0.66%	31
2025 Q4	$15.7M	Sell	1,288,337 -1	-0%	-$12	0.95%	32
2025 Q3	$15.8M	Sell	1,288,338 -712,223	-36%	-$9.8M	1.02%	33
2025 Q2	$27.9M	Hold	2,000,561	–	–	1.89%	14
2025 Q1	$26.6M	Sell	2,000,561 -9,376	-0.5%	-$143K	1.93%	15
2024 Q4	$30.6M	Buy	2,009,937 +390,080	+24%	+$6.21M	2.33%	11
2024 Q3	$26.4M	Buy	1,619,857 +708,003	+78%	+$11.5M	1.76%	17
2024 Q2	$14.7M	Hold	911,854	–	–	1.34%	23
2024 Q1	$14.9M	Buy	+911,854	New	+$14.9M	1.26%	20

Other funds holding PSBD

Arlington Partners Birmingham, Alabama $65.4M AUM 3% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

UPWM

UMB Private Wealth Management Kansas City, Missouri $103M AUM

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

First Trust Capital Management's PSBD Position: Q3 2026 in Review

First Trust Capital Management held its Palmer Square Capital BDC (PSBD) position steady in Q3 2026 at 1,288,337 shares worth $12.7M. The position accounts for 0.61% of the portfolio, ranked #21.

First Trust Capital Management first reported a position in PSBD in Q1 2024 and has held it in 11 quarters since. The position peaked at $30.6M in Q4 2024. 20 funds tracked by Wall St. Rank hold PSBD as of Q3 2026.

First Trust Capital Management held 1,288,337 shares of Palmer Square Capital BDC worth $12.7M as of Q3 2026.
First Trust Capital Management left its Palmer Square Capital BDC share count unchanged in Q3 2026.
Palmer Square Capital BDC made up 0.61% of First Trust Capital Management's portfolio in Q3 2026, its #21 holding.
First Trust Capital Management first reported a position in Palmer Square Capital BDC in Q1 2024 and has held it in 11 quarters since.
First Trust Capital Management's Palmer Square Capital BDC position peaked at $30.6M in Q4 2024.
20 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q3 2026.

Based on First Trust Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.