First Trust BDC & Specialty Finance ETF to undergo 1-for-5 reverse split

Published 22/07/2025, 20:42
First Trust BDC & Specialty Finance ETF to undergo 1-for-5 reverse split

WHEATON, Ill. - First Trust Advisors L.P. announced Tuesday that the Board of Trustees of First Trust Exchange-Traded Fund VIII has approved a 1-for-5 reverse share split for the FT Confluence BDC & Specialty Finance ETF (NYSE Arca:FBDC).

The reverse split, expected to take effect on or about August 4, 2025, will convert every five outstanding shares of the Fund into one share, with fractional shares paid out in cash to shareholders. The move will increase the Fund’s price per share by approximately five times from its current $4.37 level, while reducing the total number of outstanding shares proportionally. With average daily trading volume of 260,000 shares over the past three months, InvestingPro subscribers can access detailed liquidity analysis and trading metrics for comprehensive investment planning.

The total value of shareholders’ investments will remain unchanged by the split itself, though the receipt of cash for fractional shares may have tax implications for some investors.

FBDC will continue trading under its current ticker symbol, but will receive a new CUSIP number that has yet to be determined.

The actively managed ETF seeks to provide high current income with a secondary objective of total return by investing in business development companies and specialty finance companies. The fund has delivered a 4.3% total return year-to-date, trading between $4.15 and $4.47 over the past 52 weeks. Confluence Investment Management LLC serves as the Fund’s investment sub-advisor. For deeper insights into FBDC’s performance metrics and peer comparison, consider accessing InvestingPro’s comprehensive ETF analysis tools.

As of June 30, 2025, First Trust Advisors had approximately $278.7 billion in assets under management or supervision through various investment vehicles including exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.

This information is based on a press release statement from First Trust Advisors L.P.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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