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FBDC

FT Confluence BDC & Specialty Finance Income ETF

14 hedge funds and large institutions have $8.89M invested in FT Confluence BDC & Specialty Finance Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.81% more ownership

Funds ownership: 23.87%26.68% (+2.8%)

0% more funds holding

Funds holding: 1414 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less capital invested

Capital invested by funds: $9.32M → $8.89M (-$426K)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
14
Holders Change
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.18M -$142K -7,845 -4%
Goldman Sachs
2
Goldman Sachs
New York
$1.91M +$1.12M +62,053 +123%
Stifel Financial
3
Stifel Financial
Missouri
$1.42M +$1.51M +83,409 New
Morgan Stanley
4
Morgan Stanley
New York
$563K -$706K -39,017 -54%
Citadel Advisors
5
Citadel Advisors
Florida
$523K -$99.9K -5,517 -15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$475K -$30.5K -1,682 -6%
Jane Street
7
Jane Street
New York
$263K +$280K +15,486 New
SFC
8
SYM Financial Corp
Indiana
$205K +$4.71K +260 +2%
UPS
9
UHLMANN PRICE SECURITIES
Illinois
$180K +$5.5K +304 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$73.9K
Osaic Holdings
11
Osaic Holdings
Arizona
$54.7K -$109K -6,029 -65%
NS
12
NBC Securities
Alabama
$27.7K -$344K -18,998 -92%
PTC
13
Private Trust Company
Ohio
$15.9K +$16.9K +935 New
GSWM
14
Golden State Wealth Management
California
$1.19K +$1.27K +70 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
-$459K -23,685 Closed
CEFA
16
Closed-End Fund Advisors
Virginia
-$263K -13,562 Closed
Wells Fargo
17
Wells Fargo
California
-$52.4K -2,700 Closed
UBS Group
18
UBS Group
Switzerland
-$3.9K -201 Closed

FBDC Hedge Fund Activity: Q1 2026 in Review

14 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in FT Confluence BDC & Specialty Finance Income ETF (FBDC) for Q1 2026, worth a combined $8.89M — down 4.6% from $9.32M a quarter earlier.

Fund positioning in FBDC was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 6 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $706K.

  • 14 institutional investors held FT Confluence BDC & Specialty Finance Income ETF (FBDC) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $8.89M of FT Confluence BDC & Specialty Finance Income ETF stock for Q1 2026, down 4.6% quarter-over-quarter.
  • 4 funds opened new FT Confluence BDC & Specialty Finance Income ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest FT Confluence BDC & Specialty Finance Income ETF buyer in Q1 2026 was Stifel Financial, an estimated $1.51M added.
  • The largest FT Confluence BDC & Specialty Finance Income ETF seller in Q1 2026 was Morgan Stanley, an estimated $706K sold.

Based on aggregated 13F filings for Q1 2026.