Triumph Capital Management
FTSM icon

Triumph Capital Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Triumph Capital Management’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.79M Sell
114,075
-21,447
-16% -$1.28M 1.18% 12
2026
Q2 		$8.09M Sell
135,522
-16,802
-11% -$1.01M 1.47% 10
2026
Q1 		$9.14M Sell
152,324
-68,471
-31% -$4.11M 1.86% 4
2025
Q4 		$13.2M Buy
220,795
+79
+0% +$4.74K 2.86% 2
2025
Q3 		$13.2M Sell
220,716
-38,625
-15% -$2.32M 3.55% 1
2025
Q2 		$15.5M Sell
259,341
-13,572
-5% -$813K 4.66% 1
2025
Q1 		$16.3M Buy
272,913
+4,065
+2% +$243K 5.44% 1
2024
Q4 		$16.1M Buy
268,848
+28,869
+12% +$1.73M 5.5% 1
2024
Q3 		$14.4M Sell
239,979
-7,059
-3% -$423K 5.14% 1
2024
Q2 		$14.8M Sell
247,038
-18,640
-7% -$1.11M 5.77% 1
2024
Q1 		$15.8M Sell
265,678
-29,690
-10% -$1.77M 6.46% 1
2023
Q4 		$17.6M Buy
295,368
+2,831
+1% +$169K 7.48% 1
2023
Q3 		$17.4M Buy
292,537
+12,224
+4% +$728K 7.89% 1
2023
Q2 		$16.7M Buy
280,313
+695
+0.2% +$41.4K 7.55% 1
2023
Q1 		$16.6M Buy
279,618
+178,632
+177% +$10.6M 8.5% 2
2022
Q4 		$6M Buy
100,986
+39,323
+64% +$2.34M 3.21% 6
2022
Q3 		$3.66M Buy
61,663
+14,190
+30% +$843K 2% 9
2022
Q2 		$2.82M Sell
47,473
-40,578
-46% -$2.41M 1.49% 14
2022
Q1 		$5.24M Buy
88,051
+44,822
+104% +$2.67M 2.27% 8
2021
Q4 		$2.58M Buy
43,229
+32,235
+293% +$1.93M 1.12% 21
2021
Q3 		$659K Buy
+10,994
New +$659K 0.31% 83

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Hansen & Associates Financial Group
Hansen & Associates Financial Group Roseville, California $175M AUM 8.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Triumph Capital Management's FTSM Position: Q3 2026 in Review

Triumph Capital Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 16% in Q3 2026, selling an estimated $1.28M and leaving 114,075 shares worth $6.79M. The position accounts for 1.18% of the portfolio, ranked #12.

Triumph Capital Management first reported a position in FTSM in Q3 2021 and has held it in 21 quarters since. The position peaked at $17.6M in Q4 2023. 332 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Triumph Capital Management held 114,075 shares of First Trust Enhanced Short Maturity ETF worth $6.79M as of Q3 2026.
  • Triumph Capital Management sold 21,447 First Trust Enhanced Short Maturity ETF shares in Q3 2026, an estimated $1.28M.
  • First Trust Enhanced Short Maturity ETF made up 1.18% of Triumph Capital Management's portfolio in Q3 2026, its #12 holding.
  • Triumph Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2021 and has held it in 21 quarters since.
  • Triumph Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $17.6M in Q4 2023.
  • 332 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.