Triumph Capital Management’s First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF FCEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.4K	Hold	500	–	–	﹤0.01%	1161
2026 Q2	$12K	Hold	500	–	–	﹤0.01%	1104
2026 Q1	$11.3K	Hold	500	–	–	﹤0.01%	1083
2025 Q4	$11.5K	Buy	+500	New	+$11.4K	﹤0.01%	1035

Other funds holding FCEF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

Triumph Capital Management held its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF (FCEF) position steady in Q3 2026 at 500 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Triumph Capital Management first reported a position in FCEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $12K in Q2 2026. 16 funds tracked by Wall St. Rank hold FCEF as of Q3 2026.

Triumph Capital Management held 500 shares of First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF worth $11.4K as of Q3 2026.
Triumph Capital Management left its First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1161 holding.
Triumph Capital Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
Triumph Capital Management's First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF position peaked at $12K in Q2 2026.
16 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF as of Q3 2026.

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