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FBDC

FT Confluence BDC & Specialty Finance Income ETF

14 hedge funds and large institutions have $9.32M invested in FT Confluence BDC & Specialty Finance Income ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.2% less ownership

Funds ownership: 31.06%23.87% (-7.2%)

13% less funds holding

Funds holding: 1614 (-2)

24% less capital invested

Capital invested by funds: $12.3M → $9.32M (-$2.99M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.79M -$642K -33,253 -15%
Morgan Stanley
2
Morgan Stanley
New York
$1.4M -$263K -13,630 -16%
Goldman Sachs
3
Goldman Sachs
New York
$981K -$1.52M -78,523 -61%
Citadel Advisors
4
Citadel Advisors
Florida
$704K +$370K +19,134 +111%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$575K -$86.1K -4,459 -13%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$459K -$509K -26,332 -53%
NS
7
NBC Securities
Alabama
$400K +$30.6K +1,585 +8%
CEFA
8
Closed-End Fund Advisors
Virginia
$263K +$262K +13,562 New
SFC
9
SYM Financial Corp
Indiana
$229K
UPS
10
UHLMANN PRICE SECURITIES
Illinois
$199K +$198K +10,274 New
Osaic Holdings
11
Osaic Holdings
Arizona
$179K -$773K -40,037 -81%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$84K -$84.1K -4,353 -50%
Wells Fargo
13
Wells Fargo
California
$52.4K -$93.8K -4,859 -64%
UBS Group
14
UBS Group
Switzerland
$3.9K +$3.88K +201 New
AW
15
Atlas Wealth
Ohio
-$235K -11,907 Closed
IA
16
IFP Advisors
Florida
-$9.15K -2,169 Closed
US Bancorp
17
US Bancorp
Minnesota
-$11.5K -580 Closed
CWP
18
Concord Wealth Partners
Virginia
-$6.56K -332 Closed
NFSG
19
Newbridge Financial Services Group
Florida
-$5.12K -259 Closed

FBDC Hedge Fund Activity: Q4 2025 in Review

14 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in FT Confluence BDC & Specialty Finance Income ETF (FBDC) for Q4 2025, worth a combined $9.32M — down 24% from $12.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FBDC and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Citadel Advisors, adding an estimated $370K. The largest seller was Goldman Sachs, cutting an estimated $1.52M.

  • 14 institutional investors held FT Confluence BDC & Specialty Finance Income ETF (FBDC) as of Q4 2025, down from 16 in Q3 2025.
  • Funds reported $9.32M of FT Confluence BDC & Specialty Finance Income ETF stock for Q4 2025, down 24% quarter-over-quarter.
  • 3 funds opened new FT Confluence BDC & Specialty Finance Income ETF positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest FT Confluence BDC & Specialty Finance Income ETF buyer in Q4 2025 was Citadel Advisors, an estimated $370K added.
  • The largest FT Confluence BDC & Specialty Finance Income ETF seller in Q4 2025 was Goldman Sachs, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2025.