Triumph Capital Management’s First Trust Balanced Income ETF FTBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-500	Closed	-$10.4K	–	1927
2026 Q1	$10.4K	Hold	500	–	–	﹤0.01%	1110
2025 Q4	$10.6K	Buy	+500	New	+$10.6K	﹤0.01%	1060

Other funds holding FTBI

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Triumph Capital Management sold out of First Trust Balanced Income ETF (FTBI) in Q2 2026, closing a stake of 500 shares — an estimated $10.4K sold.

Triumph Capital Management first reported a position in FTBI in Q4 2025 and held it in 2 quarters. The position peaked at $10.6K in Q4 2025. 2 funds tracked by Wall St. Rank hold FTBI as of Q2 2026.

Triumph Capital Management reported no remaining First Trust Balanced Income ETF position as of Q2 2026 after selling out during the quarter.
Triumph Capital Management sold 500 First Trust Balanced Income ETF shares in Q2 2026, an estimated $10.4K.
Triumph Capital Management first reported a position in First Trust Balanced Income ETF in Q4 2025 and held it in 2 quarters.
Triumph Capital Management's First Trust Balanced Income ETF position peaked at $10.6K in Q4 2025.
2 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q2 2026.

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