SHP Wealth Management’s FT Confluence BDC & Specialty Finance Income ETF FBDC Stock Holding History

SHP Wealth Management’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 Q2	$3.39K	Buy	+200	New	+$3.45K	﹤0.01%	1250

Other funds holding FBDC

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SHP Wealth Management's FBDC Position: Q2 2026 in Review

SHP Wealth Management opened a new position in FT Confluence BDC & Specialty Finance Income ETF (FBDC) in Q2 2026: 200 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings.

14 funds tracked by Wall St. Rank hold FBDC as of Q2 2026.

SHP Wealth Management held 200 shares of FT Confluence BDC & Specialty Finance Income ETF worth $3.39K as of Q2 2026.
FT Confluence BDC & Specialty Finance Income ETF was a new SHP Wealth Management position in Q2 2026.
FT Confluence BDC & Specialty Finance Income ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1250 holding.
14 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.