Medallion Wealth Advisors’s First Trust Growth Strength ETF FTGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Sell	600 -22,008	-97%	-$800K	0.01%	660
2026 Q1	$770K	Sell	22,608 -195	-0.9%	-$6.92K	0.25%	88
2025 Q4	$806K	Buy	22,803 +2,990	+15%	+$106K	0.27%	85
2025 Q3	$711K	Buy	19,813 +5,953	+43%	+$209K	0.25%	94
2025 Q2	$474K	Buy	13,860 +7,010	+102%	+$220K	0.18%	126
2025 Q1	$204K	Buy	6,850 +1,150	+20%	+$36.1K	0.09%	200
2024 Q4	$179K	Buy	+5,700	New	+$183K	0.09%	197

Other funds holding FTGS

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

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

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

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

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

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its First Trust Growth Strength ETF (FTGS) stake by 97% in Q2 2026, selling an estimated $800K and leaving 600 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #660.

Medallion Wealth Advisors first reported a position in FTGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $806K in Q4 2025. 190 funds tracked by Wall St. Rank hold FTGS as of Q2 2026.

Medallion Wealth Advisors held 600 shares of First Trust Growth Strength ETF worth $17K as of Q2 2026.
Medallion Wealth Advisors sold 22,008 First Trust Growth Strength ETF shares in Q2 2026, an estimated $800K.
First Trust Growth Strength ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #660 holding.
Medallion Wealth Advisors first reported a position in First Trust Growth Strength ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Growth Strength ETF position peaked at $806K in Q4 2025.
190 funds tracked by Wall St. Rank held First Trust Growth Strength ETF as of Q2 2026.

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