FBDC

FT Confluence BDC & Specialty Finance Income ETF
FBDC

16 hedge funds and large institutions have $12.3M invested in FT Confluence BDC & Specialty Finance Income ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 18 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

94% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 18

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.47M
2
+$948K
3
+$330K
4
Citadel Advisors
Citadel Advisors
Florida
+$299K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$86K

Top Sellers

1
-$5.93M
2
-$2.79M
3
-$1.04M
4
AC
Almitas Capital
California
-$894K
5
AFG
Atomi Financial Group
New York
-$619K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$4.52M
Goldman Sachs
2
Goldman Sachs
New York
$2.55M
Morgan Stanley
3
Morgan Stanley
New York
$1.7M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$988K
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$674K
NS
6
NBC Securities
Alabama
$376K
Osaic Holdings
7
Osaic Holdings
Arizona
$349K
Citadel Advisors
8
Citadel Advisors
Florida
$339K
AW
9
Atlas Wealth
Ohio
$235K
SFC
10
SYM Financial Corp
Indiana
$233K
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$172K
Wells Fargo
12
Wells Fargo
California
$149K
US Bancorp
13
US Bancorp
Minnesota
$11.5K
IA
14
IFP Advisors
Florida
$9.15K
CWP
15
Concord Wealth Partners
Virginia
$6.56K
NFSG
16
Newbridge Financial Services Group
Florida
$5.12K
SIA
17
Sit Investment Associates
Minnesota
–
AC
18
Almitas Capital
California
–
AAS
19
Asset Allocation Strategies
Michigan
–
AFG
20
Atomi Financial Group
New York
–
CL
21
CSS LLC
Illinois
–
UPS
22
UHLMANN PRICE SECURITIES
Illinois
–
YCM
23
Yakira Capital Management
Connecticut
–
Jane Street
24
Jane Street
New York
–
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
–
1
2