SEC 13F Intelligence

Triumph Capital Management / SDVY

Triumph Capital Management’s First Tr Exchange Traded Fd Position

Does Triumph Capital Management own First Tr Exchange Traded Fd (SDVY)? Yes — 206.5K shares worth $8M (+1.66% of its 13F portfolio) as of Q1 2026, down from 208.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
206.5K
% of Portfolio
+1.66%
Quarters Held
7
currently held

Position History SDVY

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026206.5K$8M+1.66%
Q4 2025208.1K$8M+1.72%
Q3 2025212.1K$8M+1.96%
Q2 2025227.9K$8M+2.41%
Q1 2025215.4K$7M+2.40%
Q4 2024213.3K$8M+2.62%
Q1 202431.3K$1M+0.44%

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 SDVY.