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 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

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

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

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

SYM Financial Corp's FBDC Position: Q2 2026 in Review

SYM Financial Corp held its FT Confluence BDC & Specialty Finance Income ETF (FBDC) position steady in Q2 2026 at 12,069 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #377.

SYM Financial Corp first reported a position in FBDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $254K in Q2 2025. 14 funds tracked by Wall St. Rank hold FBDC as of Q2 2026.

SYM Financial Corp held 12,069 shares of FT Confluence BDC & Specialty Finance Income ETF worth $205K as of Q2 2026.
SYM Financial Corp left its FT Confluence BDC & Specialty Finance Income ETF share count unchanged in Q2 2026.
FT Confluence BDC & Specialty Finance Income ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #377 holding.
SYM Financial Corp first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q2 2025 and has held it in 5 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 Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.