Financial · NYSE ARCA · USD · Data as of 2026-05-15
AUM
$35.56M
Expense ratio
12.44%
Yield
16.00%
YTD return
-2.93%
Last price
$17.32
Unclassified · Coverage 38% · low
Today
58.7
Outlook
32.7
Block A (composite-derived)
2.9
Block C (market behavior)
76.2
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
2.9
Coverage 38% · low
Liquidity
—
Expenses
0.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
10.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
First Trust Exchange-Traded Fund VIII (FBDC) is an exchange-traded fund from First Trust in the Mixed asset class. Launched in 2007. Assets under management: 35,564,776.
Bullish Whales composite rating: 3 out of 100. Evidence coverage 38% across 3 of 8 axes. Strongest axes: concentration, expenses, dividend.
Weakest axes: dividend, expenses.
Top-10 weight 1%, diversified, led by MAIN. Trailing yield 0%.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, tickerFT Confluence BDC & Specialty Finance Income ETF is an actively managed exchange-traded fund that primarily seeks to deliver a high level of current income, with a secondary emphasis on achieving attractive total returns. The fund focuses on investing in business development companies (BDCs) and other specialty finance firms, targeting segments of the financial sector that facilitate capital access for small and mid-sized businesses. Managed by First Trust Advisors and sub-advised by Confluence Investment Management, the ETF employs a research-driven approach to identify companies that present compelling opportunities for both income generation and capital appreciation. By concentrating on BDCs and niche financial entities, the fund aims to tap into specialized sources of yield not broadly available in traditional fixed income or equity markets. Its strategy and sector focus position the ETF as a specialized vehicle within the broader financials category, appealing to investors seeking exposure to alternative income streams and the unique dynamics of the specialty finance industry.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $35,564,776. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
| Ex-date | Amount | Adjusted |
|---|---|---|
| 2026-06-25 | $0.17 | Yes |
| 2026-05-21 | $0.17 | Yes |
| 2026-04-21 | $0.17 | Yes |
| 2026-03-26 | $0.17 | Yes |
| 2026-02-20 | $0.17 | Yes |
| 2026-01-21 | $0.17 | Yes |
| 2025-12-12 | $0.17 | Yes |
| 2025-11-21 | $0.17 | Yes |
| 2025-10-21 | $0.17 | Yes |
| 2025-09-25 | $0.17 | Yes |
| 2025-08-21 | $0.17 | Yes |
| 2025-07-22 | $0.88 | Yes |
Fund documents (fact sheets, prospectuses, semi-annual reports) for FBDC are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.