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Triumph Capital Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Triumph Capital Management’s Portfolio FTCB Stock Details FTCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,679
Closed -$263K – 281
2024
Q2 		$263K Sell
12,679
-26,285
-67% -$542K 0.1% 188
2024
Q1 		$809K Buy
+38,964
New +$815K 0.33% 73

Other funds holding FTCB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Triumph Capital Management's FTCB Position: Q3 2024 in Review

Triumph Capital Management sold out of First Trust Core Investment Grade ETF (FTCB) in Q3 2024, closing a stake of 12,679 shares — an estimated $263K sold.

Triumph Capital Management first reported a position in FTCB in Q1 2024 and held it in 2 quarters. The position peaked at $809K in Q1 2024. 24 funds tracked by Wall St. Rank hold FTCB as of Q3 2024.

  • Triumph Capital Management reported no remaining First Trust Core Investment Grade ETF position as of Q3 2024 after selling out during the quarter.
  • Triumph Capital Management sold 12,679 First Trust Core Investment Grade ETF shares in Q3 2024, an estimated $263K.
  • Triumph Capital Management first reported a position in First Trust Core Investment Grade ETF in Q1 2024 and held it in 2 quarters.
  • Triumph Capital Management's First Trust Core Investment Grade ETF position peaked at $809K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2024.

Based on Triumph Capital Management's 13F filing for Q3 2024, filed 14 Feb 2025.