Triumph Capital Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Triumph Capital Management’s Portfolio BUFT Stock Details BUFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,562	Closed	-$269K	–	198
2022 Q4	$269K	Buy	14,562 +35	+0.2%	+$649	0.14%	159
2022 Q3	$263K	Sell	14,527 -3,875	-21%	-$72.7K	0.14%	148
2022 Q2	$341K	Buy	18,402 +1,275	+7%	+$24.5K	0.18%	126
2022 Q1	$344K	Buy	+17,127	New	+$340K	0.15%	141

Other funds holding BUFT

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Triumph Capital Management's BUFT Position: Q1 2023 in Review

Triumph Capital Management sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2023, closing a stake of 14,562 shares — an estimated $269K sold.

Triumph Capital Management first reported a position in BUFT in Q1 2022 and held it in 4 quarters. The position peaked at $344K in Q1 2022. 47 funds tracked by Wall St. Rank hold BUFT as of Q1 2023.

Triumph Capital Management reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q1 2023 after selling out during the quarter.
Triumph Capital Management sold 14,562 FT Vest Buffered Allocation Defensive ETF shares in Q1 2023, an estimated $269K.
Triumph Capital Management first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2022 and held it in 4 quarters.
Triumph Capital Management's FT Vest Buffered Allocation Defensive ETF position peaked at $344K in Q1 2022.
47 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2023.

Based on Triumph Capital Management's 13F filing for Q1 2023, filed 8 May 2023.