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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SYM Financial Corp's FBDC Position: Q1 2026 in Review

SYM Financial Corp increased its FT Confluence BDC & Specialty Finance Income ETF (FBDC) stake by 2.2% in Q1 2026, buying an estimated $4.71K and bringing the position to 12,069 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #311.

SYM Financial Corp first reported a position in FBDC in Q2 2025 and has held it in 4 quarters since. The position peaked at $254K in Q2 2025. 14 funds tracked by Wall St. Rank hold FBDC as of Q1 2026.

SYM Financial Corp held 12,069 shares of FT Confluence BDC & Specialty Finance Income ETF worth $205K as of Q1 2026.
SYM Financial Corp bought 260 FT Confluence BDC & Specialty Finance Income ETF shares in Q1 2026, an estimated $4.71K.
FT Confluence BDC & Specialty Finance Income ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #311 holding.
SYM Financial Corp first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q2 2025 and has held it in 4 quarters since.
SYM Financial Corp's FT Confluence BDC & Specialty Finance Income ETF position peaked at $254K in Q2 2025.
14 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.