Triumph Capital Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Triumph Capital Management's FPE Position: Q3 2026 in Review
Triumph Capital Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 78% in Q3 2026, selling an estimated $4.51M and leaving 71,552 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #114.
Triumph Capital Management first reported a position in FPE in Q3 2021 and has held it in 17 quarters since. The position peaked at $8.61M in Q4 2023. 323 funds tracked by Wall St. Rank hold FPE as of Q3 2026.
- Triumph Capital Management held 71,552 shares of First Trust Preferred Securities and Income ETF worth $1.22M as of Q3 2026.
- Triumph Capital Management sold 254,731 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $4.51M.
- First Trust Preferred Securities and Income ETF made up 0.21% of Triumph Capital Management's portfolio in Q3 2026, its #114 holding.
- Triumph Capital Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and has held it in 17 quarters since.
- Triumph Capital Management's First Trust Preferred Securities and Income ETF position peaked at $8.61M in Q4 2023.
- 323 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.
Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.