Triumph Capital Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.83M	Buy	+326,283	New	+$5.88M	1.06%	20
2026 Q1	–	Sell	-43,195	Closed	-$786K	–	21
2025 Q4	$787K	Buy	+43,195	New	+$790K	0.17%	125
2025 Q1	–	Sell	-326,774	Closed	-$5.78M	–	285
2024 Q4	$5.78M	Buy	326,774 +5,099	+2%	+$91.6K	1.98%	8
2024 Q3	$5.82M	Sell	321,675 -166,904	-34%	-$2.96M	2.07%	8
2024 Q2	$8.48M	Sell	488,579 -1,425	-0.3%	-$24.6K	3.31%	3
2024 Q1	$8.53M	Sell	490,004 -20,638	-4%	-$353K	3.48%	4
2023 Q4	$8.61M	Buy	510,642 +38,926	+8%	+$628K	3.65%	4
2023 Q3	$7.53M	Buy	471,716 +43,879	+10%	+$707K	3.42%	4
2023 Q2	$6.83M	Buy	427,837 +84,697	+25%	+$1.35M	3.1%	5
2023 Q1	$5.48M	Buy	343,140 +15,826	+5%	+$273K	2.8%	7
2022 Q4	$5.5M	Buy	327,314 +5,880	+2%	+$98.6K	2.94%	7
2022 Q3	$5.37M	Buy	321,434 +10,689	+3%	+$189K	2.92%	5
2022 Q2	$5.35M	Buy	310,745 +9,816	+3%	+$177K	2.83%	6
2022 Q1	$5.72M	Buy	300,929 +86,849	+41%	+$1.69M	2.48%	5
2021 Q4	$4.35M	Buy	214,080 +17,665	+9%	+$360K	1.88%	8
2021 Q3	$4.03M	Buy	+196,415	New	+$4.06M	1.89%	8

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Triumph Capital Management's FPE Position: Q2 2026 in Review

Triumph Capital Management opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 326,283 shares worth $5.83M. The stake represents 1.06% of the portfolio and ranks #20 among its holdings. This is a return to the name: Triumph Capital Management previously reported a position in FPE as recently as Q4 2025.

Triumph Capital Management first reported a position in FPE in Q3 2021 and has held it in 16 quarters since. The position peaked at $8.61M in Q4 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Triumph Capital Management held 326,283 shares of First Trust Preferred Securities and Income ETF worth $5.83M as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Triumph Capital Management position in Q2 2026.
First Trust Preferred Securities and Income ETF made up 1.06% of Triumph Capital Management's portfolio in Q2 2026, its #20 holding.
Triumph Capital Management first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and has held it in 16 quarters since.
Triumph Capital Management's First Trust Preferred Securities and Income ETF position peaked at $8.61M in Q4 2023.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.