Triumph Capital Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,021	Closed	-$206K	–	215
2022 Q3	$206K	Sell	7,021 -4,138	-37%	-$126K	0.11%	177
2022 Q2	$338K	Buy	11,159 +621	+6%	+$19.4K	0.18%	129
2022 Q1	$345K	Sell	10,538 -231	-2%	-$7.49K	0.15%	140
2021 Q4	$357K	Buy	+10,769	New	+$353K	0.15%	143

Other funds holding DSEP

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BFG

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

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

Triumph Capital Management sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q4 2022, closing a stake of 7,021 shares — an estimated $206K sold.

Triumph Capital Management first reported a position in DSEP in Q4 2021 and held it in 4 quarters. The position peaked at $357K in Q4 2021. 68 funds tracked by Wall St. Rank hold DSEP as of Q4 2022.

Triumph Capital Management reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q4 2022 after selling out during the quarter.
Triumph Capital Management sold 7,021 FT Vest US Equity Deep Buffer ETF September shares in Q4 2022, an estimated $206K.
Triumph Capital Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2021 and held it in 4 quarters.
Triumph Capital Management's FT Vest US Equity Deep Buffer ETF September position peaked at $357K in Q4 2021.
68 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q4 2022.

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