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Medallion Wealth Advisors’s First Trust Dividend Strength ETF FTDS Stock Holding History

Medallion Wealth Advisors’s Portfolio FTDS Stock Details FTDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$757K Buy
25,774
+24,650
+2,193% +$1.49M 0.24% 103
2026
Q1 		$67.8K Sell
1,124
-85
-7% -$5.14K 0.02% 416
2025
Q4 		$68.3K Buy
1,209
+54
+5% +$3K 0.02% 420
2025
Q3 		$64.2K Hold
1,155
– – 0.02% 426
2025
Q2 		$61.3K Hold
1,155
– – 0.02% 427
2025
Q1 		$59K Sell
1,155
-248
-18% -$12.8K 0.03% 395
2024
Q4 		$70.9K Buy
+1,403
New +$74.1K 0.04% 352

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CF
Carlson Financial Canby, Oregon $196M AUM

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

Medallion Wealth Advisors increased its First Trust Dividend Strength ETF (FTDS) stake by 2,193% in Q2 2026, buying an estimated $1.49M and bringing the position to 25,774 shares worth $757K. The position accounts for 0.24% of the portfolio, ranked #103.

Medallion Wealth Advisors first reported a position in FTDS in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold FTDS as of Q2 2026.

  • Medallion Wealth Advisors held 25,774 shares of First Trust Dividend Strength ETF worth $757K as of Q2 2026.
  • Medallion Wealth Advisors bought 24,650 First Trust Dividend Strength ETF shares in Q2 2026, an estimated $1.49M.
  • First Trust Dividend Strength ETF made up 0.24% of Medallion Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Dividend Strength ETF in Q4 2024 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2026.

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