Triumph Capital Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,608	Closed	-$205K	–	213
2022 Q3	$205K	Sell	6,608 -4,083	-38%	-$132K	0.11%	178
2022 Q2	$338K	Buy	10,691 +870	+9%	+$28.5K	0.18%	128
2022 Q1	$338K	Sell	9,821 -526	-5%	-$17.9K	0.15%	145
2021 Q4	$357K	Buy	+10,347	New	+$353K	0.15%	142

Other funds holding DJUN

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Triumph Capital Management's DJUN Position: Q4 2022 in Review

Triumph Capital Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2022, closing a stake of 6,608 shares — an estimated $205K sold.

Triumph Capital Management first reported a position in DJUN in Q4 2021 and held it in 4 quarters. The position peaked at $357K in Q4 2021. 44 funds tracked by Wall St. Rank hold DJUN as of Q4 2022.

Triumph Capital Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2022 after selling out during the quarter.
Triumph Capital Management sold 6,608 FT Vest US Equity Deep Buffer ETF June shares in Q4 2022, an estimated $205K.
Triumph Capital Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2021 and held it in 4 quarters.
Triumph Capital Management's FT Vest US Equity Deep Buffer ETF June position peaked at $357K in Q4 2021.
44 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2022.

Based on Triumph Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.