TCM
FTBI

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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 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. 8 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.
  • 8 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.