FBDC Institutional Ownership
FT Confluence BDC & Specialty Finance Income ETF
1W: -0.9%
1M: -4.7%
3M: -1.2%
YTD: -12.1%
1Y: -11.4%
$16.81
-0.18 (-1.06%)
Weekly Expected Move ±1.9%
$16
$16
$17
$17
$17
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — FBDC
16
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
3
New Positions
4
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 168,292 | 3M | -19,237 | -10.3% | 4Q | SEC ↗ |
| 2 | STIFEL FINANCIAL CORP | 83,787 | 1M | +378 | +0.5% | 2Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 59,516 | 1M | -53,124 | -47.2% | 4Q | SEC ↗ |
| 4 | MORGAN STANLEY | 28,562 | 480K | -4,594 | -13.9% | 4Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 27,296 | 459K | -675 | -2.4% | 4Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 23,363 | 393K | -7,418 | -24.1% | 4Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC NEW | 15,218 | 256K | — | +0.0% | 1Q | SEC ↗ |
| 8 | SYM FINANCIAL Corp | 12,069 | 203K | — | +0.0% | 4Q | SEC ↗ |
| 9 | UHLMANN PRICE SECURITIES, LLC | 10,899 | 183K | +321 | +3.0% | 3Q | SEC ↗ |
| 10 | CWM, LLC | 4,353 | 73K | — | +0.0% | 3Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 3,460 | 58K | +237 | +7.4% | 4Q | SEC ↗ |
| 12 | LANARK FINANCIAL, INC. | 1,658 | 28K | +24 | +1.5% | 4Q | SEC ↗ |
| 13 | SHP Wealth Management NEW | 200 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Golden State Wealth Management, LLC | 70 | 1K | — | +0.0% | 2Q | SEC ↗ |
| 15 | UBS Group AG NEW | 53 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 0 | 0K | -15,486 | -100.0% | 1Q | SEC ↗ |
| 17 | PRIVATE TRUST CO NA | 0 | 0K | -935 | -100.0% | 1Q | SEC ↗ |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -23,685 | -100.0% | 2Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 0 | 0K | -2,700 | -100.0% | 2Q | SEC ↗ |
| 20 | Closed-End Fund Advisors, Inc. | 0 | 0K | -13,562 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 15,218 | 256K |
| SHP Wealth Management | 200 | 3K |
| UBS Group AG | 53 | 1K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,685 | 398K |
| JANE STREET GROUP, LLC | 15,486 | 260K |
| Closed-End Fund Advisors, Inc. | 13,562 | 228K |
| WELLS FARGO & COMPANY/MN | 2,700 | 45K |
| PRIVATE TRUST CO NA | 935 | 16K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | +378 | +0.5% | 83,787 |
| UHLMANN PRICE SECURITIES, LLC | +321 | +3.0% | 10,899 |
| OSAIC HOLDINGS, INC. | +237 | +7.4% | 3,460 |
| LANARK FINANCIAL, INC. | +24 | +1.5% | 1,658 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -53,124 | -47.2% | 59,516 |
| LPL Financial LLC | -19,237 | -10.3% | 168,292 |
| CITADEL ADVISORS LLC | -7,418 | -24.1% | 23,363 |
| MORGAN STANLEY | -4,594 | -13.9% | 28,562 |
| COMMONWEALTH EQUITY SERVICES, LLC | -675 | -2.4% | 27,296 |