Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33744U303CONFLUENCE BDCFBDCQ1 2026
Institutional Holders
14
13F filers
Shares Held
523.8K
Aggregate institutional
Institutional Value
$8.89M
Q1 2026
Net New Holders
+0
4 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased3
Decreased6
Sold out4
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 187.5K | $3.18M | −7.8K | Reduced |
| 2 | Goldman Sachs Group Inc | 112.6K | $1.91M | +62.1K | Added |
| 3 | Stifel Financial Corp | 83.4K | $1.42M | +83.4K | New |
| 4 | Morgan Stanley | 33.2K | $562.9K | −39.0K | Reduced |
| 5 | Citadel Advisors LLC | 30.8K | $522.6K | −5.5K | Reduced |
| 6 | Commonwealth Equity Services, LLC | 28.0K | $474.9K | −1.7K | Reduced |
| 7 | Jane Street Group, LLC | 15.5K | $262.9K | +15.5K | New |
| 8 | Sym Financial Corp | 12.1K | $204.9K | +260 | Added |
| 9 | Uhlmann Price Securities, LLC | 10.6K | $179.6K | +304 | Added |
| 10 | Cwm, LLC | 4.4K | $73.9K | 0 | Held |
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