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First Tr Exchange-traded shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $49k 2.9k 16.77
2025-12-31 $5.1k 300 17.01
2025-09-30 $5.1k 300 16.87
2025-06-30 $4.7k 300 15.73

More positions owned by Medallion Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Fiduciary Trust Company
Bank of New York Mellon
Goss Wealth Management
Royal Bank of Canada
Koshinski Asset Management
Evergreen Wealth Solutions
Janney Montgomery Scott
CWM
Envestnet Asset Management
Ferguson Shapiro
Personal Resources Investment & Strategic Management
Mariner Wealth Advisors
HighTower Advisors

View all funds holding First Tr Exchange-traded