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Medallion Wealth Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Medallion Wealth Advisors’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
2026
Q1 		$892K Buy
42,550
+22,560
+113% +$478K 0.29% 79
2025
Q4 		$424K Buy
19,990
+16,290
+440% +$348K 0.14% 141
2025
Q3 		$78.8K Hold
3,700
– – 0.03% 392
2025
Q2 		$77.9K Buy
+3,700
New +$77K 0.03% 385

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Medallion Wealth Advisors's FTCB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust Core Investment Grade ETF (FTCB) stake by 113% in Q1 2026, buying an estimated $478K and bringing the position to 42,550 shares worth $892K. The position accounts for 0.29% of the portfolio, ranked #79.

Medallion Wealth Advisors first reported a position in FTCB in Q2 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Medallion Wealth Advisors held 42,550 shares of First Trust Core Investment Grade ETF worth $892K as of Q1 2026.
  • Medallion Wealth Advisors bought 22,560 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $478K.
  • First Trust Core Investment Grade ETF made up 0.29% of Medallion Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.