Triumph Capital Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-50,505	Closed	-$1.53M	–	201
2022 Q4	$1.53M	Buy	+50,505	New	+$1.53M	0.82%	24
2021 Q3	–	Sell	-10,441	Closed	-$331K	–	196
2021 Q2	$331K	Buy	+10,441	New	+$326K	0.19%	118

Other funds holding DJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Triumph Capital Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2023, closing a stake of 50,505 shares — an estimated $1.53M sold.

Triumph Capital Management first reported a position in DJAN in Q2 2021 and held it in 2 quarters. The position peaked at $1.53M in Q4 2022. 69 funds tracked by Wall St. Rank hold DJAN as of Q1 2023.

Triumph Capital Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q1 2023 after selling out during the quarter.
Triumph Capital Management sold 50,505 FT Vest US Equity Deep Buffer ETF January shares in Q1 2023, an estimated $1.53M.
Triumph Capital Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2021 and held it in 2 quarters.
Triumph Capital Management's FT Vest US Equity Deep Buffer ETF January position peaked at $1.53M in Q4 2022.
69 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2023.

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