FIRST TR EXCHNG TRADED FD VI CONFLUENCE BDC is a security (CUSIP 33744U303) tracked across SEC portfolio filings. 13 institutional managers reported $8.9M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $3.2M | 187,529 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $1.9M | 112,640 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $1.4M | 83,409 |
| MORGAN STANLEY | NEW YORK, NY | $563K | 33,156 |
| CITADEL ADVISORS LLC | MIAMI, FL | $523K | 30,781 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $463K | 27,296 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $263K | 15,486 |
| SYM FINANCIAL Corp | WINONA LAKE, IN | $205K | 12,069 |
| UHLMANN PRICE SECURITIES, LLC | SKOKIE, IL | $185K | 10,899 |
| CWM, LLC | OMAHA, NE | $74K | 4,353 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $55K | 3,223 |
| LANARK FINANCIAL, INC. | BIRMINGHAM, AL | $28K | 1,658 |
| Golden State Wealth Management, LLC | SANTA ANA, CA | $1K | 70 |