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FBDC
-0.85 · -4.26%
$19.12 · NYSE ARCA

First Trust Exchange-Traded Fund VIII (FBDC) ETF Analysis | Financial

First Trust · USA
AUM:$34.3M
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 14.2% over the past year, indicating modest price weakness.

What is FBDC?

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of equity securities of business development companies ("BDCs") and other specialty finance companies that Confluence Investment Management LLC, the fund's investment sub-advisor (the "Sub-Advisor"), believes offer attractive opportunities for income and capital appreciation.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
FBDC returned -14.2% over the past year, reflecting recent market conditions.
Concentrated Holdings
Top 10 holdings account for 76.7% of the ETF — significant weight in a small number of names.
Notable Dividend Yield
Current yield of 14.98% provides a meaningful income component alongside market exposure.
ETF Information
AUM$34.3M
Expense Ratio0.00%
Dividend Yield14.98%
Holdings20
Inception DateMay 2007
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.54
CategoryFinancial
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.5%
1Y
-10.0%
3Y
-7.5%
5Y
-7.5%
OpenBook InsightIf you had invested £10,000 in FBDC 5 years ago, it would have fallen to £9,247 — a loss of £753.

Annual Returns

Calendar year performance

FBDC delivered positive returns in 0 of the last 2 calendar years.
YearFBDC
2026 YTD-6.6%
2025-1.5%
0/2 positive yearsAvg return: -4.1%Worst year: -6.6% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
17.9%
Low
Momentum
+3.7%
30-day change
Support Level
17.17
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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