Jeff Yass’s FT Confluence BDC & Specialty Finance Income ETF FBDC Stock Holding History

Jeff Yass’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
2026 Q1	–	Sell	-23,685	Closed	-$459K	–	14493
2025 Q4	$459K	Sell	23,685 -26,332	-53%	-$509K	﹤0.01%	8990
2025 Q3	$988K	Buy	50,017 +47,979	+2,354%	+$1.02M	﹤0.01%	7394
2025 Q2	$42.7K	Buy	+2,038	New	+$42.7K	﹤0.01%	12154

Other funds holding FBDC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jeff Yass's FBDC Position: Q1 2026 in Review

Jeff Yass sold out of FT Confluence BDC & Specialty Finance Income ETF (FBDC) in Q1 2026, closing a stake of 23,685 shares — an estimated $459K sold.

Jeff Yass first reported a position in FBDC in Q2 2025 and held it in 3 quarters. The position peaked at $988K in Q3 2025. 14 funds tracked by Wall St. Rank hold FBDC as of Q1 2026.

Jeff Yass reported no remaining FT Confluence BDC & Specialty Finance Income ETF position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 23,685 FT Confluence BDC & Specialty Finance Income ETF shares in Q1 2026, an estimated $459K.
Jeff Yass first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q2 2025 and held it in 3 quarters.
Jeff Yass's FT Confluence BDC & Specialty Finance Income ETF position peaked at $988K in Q3 2025.
14 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.