KAS
FBDC

KPP Advisory Services’s FT Confluence BDC & Specialty Finance Income ETF FBDC Stock Holding History

KPP Advisory Services’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
Q3 		– Sell
-2,500
Closed -$52.4K – 340
2025
Q2 		$52.4K Buy
+2,500
New +$52.4K 0.01% 305

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Susquehanna International Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AW
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SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

KPP Advisory Services's FBDC Position: Q3 2025 in Review

KPP Advisory Services sold out of FT Confluence BDC & Specialty Finance Income ETF (FBDC) in Q3 2025, closing a stake of 2,500 shares — an estimated $52.4K sold.

KPP Advisory Services first reported a position in FBDC in Q2 2025 and held it in 1 quarter. The position peaked at $52.4K in Q2 2025. 16 funds tracked by Wall St. Rank hold FBDC as of Q3 2025.

  • KPP Advisory Services reported no remaining FT Confluence BDC & Specialty Finance Income ETF position as of Q3 2025 after selling out during the quarter.
  • KPP Advisory Services sold 2,500 FT Confluence BDC & Specialty Finance Income ETF shares in Q3 2025, an estimated $52.4K.
  • KPP Advisory Services first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q2 2025 and held it in 1 quarter.
  • KPP Advisory Services's FT Confluence BDC & Specialty Finance Income ETF position peaked at $52.4K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q3 2025.

Based on KPP Advisory Services's 13F filing for Q3 2025, filed 3 Nov 2025.