Medallion Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History

Medallion Wealth Advisors’s Portfolio FTCS Stock Details FTCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.74M	Buy	8,597 +3,551	+70%	+$332K	1.81%	5
2026 Q1	$468K	Sell	5,046 -186	-4%	-$17.8K	0.15%	133
2025 Q4	$484K	Sell	5,232 -1,568	-23%	-$145K	0.16%	130
2025 Q3	$637K	Sell	6,800 -300	-4%	-$27.7K	0.23%	104
2025 Q2	$645K	Hold	7,100	–	–	0.25%	96
2025 Q1	$636K	Hold	7,100	–	–	0.29%	86
2024 Q4	$636K	Buy	+7,100	New	+$646K	0.32%	76

Other funds holding FTCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Medallion Wealth Advisors's FTCS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its First Trust Capital Strength ETF (FTCS) stake by 70% in Q2 2026, buying an estimated $332K and bringing the position to 8,597 shares worth $5.74M. The position accounts for 1.81% of the portfolio, ranked #5.

Medallion Wealth Advisors first reported a position in FTCS in Q4 2024 and has held it in 7 quarters since. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Medallion Wealth Advisors held 8,597 shares of First Trust Capital Strength ETF worth $5.74M as of Q2 2026.
Medallion Wealth Advisors bought 3,551 First Trust Capital Strength ETF shares in Q2 2026, an estimated $332K.
First Trust Capital Strength ETF made up 1.81% of Medallion Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Medallion Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 7 quarters since.
550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.