TCM
DFII icon

Triumph Capital Management’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Triumph Capital Management’s Portfolio DFII Stock Details DFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.29K Hold
300
– – ﹤0.01% 1439
2026
Q2 		$3.34K Hold
300
– – ﹤0.01% 1476
2026
Q1 		$3.99K Hold
300
– – ﹤0.01% 1381
2025
Q4 		$5.36K Buy
+300
New +$6.12K ﹤0.01% 1242

Other funds holding DFII

WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management's DFII Position: Q3 2026 in Review

Triumph Capital Management held its FT Vest Bitcoin Strategy & Target Income ETF (DFII) position steady in Q3 2026 at 300 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Triumph Capital Management first reported a position in DFII in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.36K in Q4 2025. 5 funds tracked by Wall St. Rank hold DFII as of Q3 2026.

  • Triumph Capital Management held 300 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $4.29K as of Q3 2026.
  • Triumph Capital Management left its FT Vest Bitcoin Strategy & Target Income ETF share count unchanged in Q3 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1439 holding.
  • Triumph Capital Management first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $5.36K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.