SYM Financial Corp’s FT Confluence BDC & Specialty Finance Income ETF FBDC Stock Holding History

SYM Financial Corp’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 Q3	$204K	Hold	12,069	–	–	0.02%	401
2026 Q2	$205K	Hold	12,069	–	–	0.02%	377
2026 Q1	$205K	Buy	12,069 +260	+2%	+$4.71K	0.02%	311
2025 Q4	$229K	Hold	11,809	–	–	0.02%	287
2025 Q3	$233K	Sell	11,809 -300	-2%	-$6.35K	0.03%	278
2025 Q2	$254K	Buy	+12,109	New	+$254K	0.03%	253

Other funds holding FBDC

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

SYM Financial Corp's FBDC Position: Q3 2026 in Review

SYM Financial Corp held its FT Confluence BDC & Specialty Finance Income ETF (FBDC) position steady in Q3 2026 at 12,069 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #401.

SYM Financial Corp first reported a position in FBDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $254K in Q2 2025. 2 funds tracked by Wall St. Rank hold FBDC as of Q3 2026.

SYM Financial Corp held 12,069 shares of FT Confluence BDC & Specialty Finance Income ETF worth $204K as of Q3 2026.
SYM Financial Corp left its FT Confluence BDC & Specialty Finance Income ETF share count unchanged in Q3 2026.
FT Confluence BDC & Specialty Finance Income ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #401 holding.
SYM Financial Corp first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q2 2025 and has held it in 6 quarters since.
SYM Financial Corp's FT Confluence BDC & Specialty Finance Income ETF position peaked at $254K in Q2 2025.
2 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.