Meridian Wealth Management’s FT Vest US Equity Buffer ETF August FAUG Stock Holding History

Meridian Wealth Management’s Portfolio FAUG Stock Details FAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257K	Hold	4,960	–	–	0.01%	678
2025 Q4	$263K	Hold	4,960	–	–	0.01%	646
2025 Q3	$257K	Buy	+4,960	New	+$250K	0.01%	619

Other funds holding FAUG

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Meridian Wealth Management's FAUG Position: Q1 2026 in Review

Meridian Wealth Management held its FT Vest US Equity Buffer ETF August (FAUG) position steady in Q1 2026 at 4,960 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #678.

Meridian Wealth Management first reported a position in FAUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $263K in Q4 2025. 169 funds tracked by Wall St. Rank hold FAUG as of Q1 2026.

Meridian Wealth Management held 4,960 shares of FT Vest US Equity Buffer ETF August worth $257K as of Q1 2026.
Meridian Wealth Management left its FT Vest US Equity Buffer ETF August share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF August made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #678 holding.
Meridian Wealth Management first reported a position in FT Vest US Equity Buffer ETF August in Q3 2025 and has held it in 3 quarters since.
Meridian Wealth Management's FT Vest US Equity Buffer ETF August position peaked at $263K in Q4 2025.
169 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.