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FBDCFT Confluence BDC & Specialty Finance Income ETF

Grow my moneyGet income#1321 of 1640 for Get income

Seeks a high level of current income with an attractive total return as a secondary objective.

First Trust · Since 2007 (18 years)

Annual Cost

12.44%

#5329 out of 5,332 ETFs

Fund Size

$33M

#3705 out of 5,332 ETFs

Dividend Yield

16.04%

Track Record

18 years

#517 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Focus
BDC

Asset allocation

Stocks
97.2%
Other
2.0%
Cash
0.8%

Sector breakdown

Financial Services
100.0%

Top holdings

Main Street Capital CorpMAIN12.1%
Ares Capital CorpARCC10.2%
Hercules Capital IncHTGC10.0%
Golub Capital BDC IncGBDC9.3%
Sixth Street Specialty Lending IncTSLX8.6%
Blackstone Secured Lending Fund Ordinary SharesBXSL8.2%
Blue Owl Capital Corp Ordinary SharesOBDC5.7%
Barings BDC IncBBDC4.9%
New Mountain Finance CorpNMFC4.5%
Capital Southwest CorpCSWC4.4%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-20.6%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05