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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
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 		$3.67M 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

BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Triumph Capital Management reduced its First Trust Enhanced Short Maturity ETF (FTSM) stake by 11% in Q2 2026, selling an estimated $1.01M and leaving 135,522 shares worth $8.09M. The position accounts for 1.47% of the portfolio, ranked #10.

Triumph Capital Management first reported a position in FTSM in Q3 2021 and has held it in 20 quarters since. The position peaked at $17.6M in Q4 2023. 170 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Triumph Capital Management held 135,522 shares of First Trust Enhanced Short Maturity ETF worth $8.09M as of Q2 2026.
  • Triumph Capital Management sold 16,802 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $1.01M.
  • First Trust Enhanced Short Maturity ETF made up 1.47% of Triumph Capital Management's portfolio in Q2 2026, its #10 holding.
  • Triumph Capital Management first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2021 and has held it in 20 quarters since.
  • Triumph Capital Management's First Trust Enhanced Short Maturity ETF position peaked at $17.6M in Q4 2023.
  • 170 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

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