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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
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 $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its First Trust Dividend Strength ETF (FTDS) stake by 7% in Q1 2026, selling an estimated $5.14K and leaving 1,124 shares worth $67.8K. The position accounts for 0.02% of the portfolio, ranked #416.

Medallion Wealth Advisors first reported a position in FTDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.9K in Q4 2024. 33 funds tracked by Wall St. Rank hold FTDS as of Q1 2026.

  • Medallion Wealth Advisors held 1,124 shares of First Trust Dividend Strength ETF worth $67.8K as of Q1 2026.
  • Medallion Wealth Advisors sold 85 First Trust Dividend Strength ETF shares in Q1 2026, an estimated $5.14K.
  • First Trust Dividend Strength ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #416 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Dividend Strength ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's First Trust Dividend Strength ETF position peaked at $70.9K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q1 2026.

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