TCM
DFII

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
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

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Triumph Capital Management's DFII Position: Q2 2026 in Review

Triumph Capital Management held its FT Vest Bitcoin Strategy & Target Income ETF (DFII) position steady in Q2 2026 at 300 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Triumph Capital Management first reported a position in DFII in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.36K in Q4 2025. 11 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Triumph Capital Management held 300 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $3.34K as of Q2 2026.
  • Triumph Capital Management left its FT Vest Bitcoin Strategy & Target Income ETF share count unchanged in Q2 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1476 holding.
  • Triumph Capital Management first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $5.36K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.