SEC 13F Intelligence

Triumph Capital Management / LMBS

Triumph Capital Management’s First Tr Exchange-Traded Fd Position

Does Triumph Capital Management own First Tr Exchange-Traded Fd (LMBS)? Yes — 140.2K shares worth $7M (+1.42% of its 13F portfolio) as of Q1 2026, up from 136.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
140.2K
% of Portfolio
+1.42%
Quarters Held
15
currently held

Position History LMBS

Reported value by quarter
Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $2MQ1 ’24: $1MQ1 ’24Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026140.2K$7M+1.42%
Q4 2025136.1K$7M+1.47%
Q3 2025131.1K$7M+1.59%
Q2 2025115.8K$6M+1.71%
Q1 2025111.8K$5M+1.83%
Q4 2024106.5K$5M+1.77%
Q1 202421.9K$1M+0.43%
Q4 202335.2K$2M+0.72%
Q3 202376.0K$4M+1.63%
Q2 202379.8K$4M+1.72%
Q3 202254.5K$3M+1.41%
Q2 202260.8K$3M+1.55%
Q1 202277.0K$4M+1.63%
Q4 202145.9K$2M+0.99%
Q3 202147.9K$2M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triumph Capital Management’s full portfolio or all institutional holders of LMBS.