MWA
FTCS icon

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its First Trust Capital Strength ETF (FTCS) stake by 3.6% in Q1 2026, selling an estimated $17.8K and leaving 5,046 shares worth $468K. The position accounts for 0.15% of the portfolio, ranked #133.

Medallion Wealth Advisors first reported a position in FTCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $645K in Q2 2025. 542 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Medallion Wealth Advisors held 5,046 shares of First Trust Capital Strength ETF worth $468K as of Q1 2026.
  • Medallion Wealth Advisors sold 186 First Trust Capital Strength ETF shares in Q1 2026, an estimated $17.8K.
  • First Trust Capital Strength ETF made up 0.15% of Medallion Wealth Advisors's portfolio in Q1 2026, its #133 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Capital Strength ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's First Trust Capital Strength ETF position peaked at $645K in Q2 2025.
  • 542 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

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