MWM
Meridian Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
2,412
| – | – | 0.01% | 629 |
|
|
2025
Q1 | $216K | Hold |
2,412
| – | – | 0.01% | 588 |
|
|
2024
Q4 | $212K | Hold |
2,412
| – | – | 0.01% | 595 |
|
|
2024
Q3 | $219K | Buy |
+2,412
| New | +$219K | 0.01% | 594 |
|
|
2023
Q3 | – | Sell |
-3,417
| Closed | -$257K | – | 549 |
|
|
2023
Q2 | $257K | Buy |
3,417
+70
| +2% | +$5.26K | 0.02% | 466 |
|
|
2023
Q1 | $244K | Sell |
3,347
-1,348
| -29% | -$98.3K | 0.02% | 471 |
|
|
2022
Q4 | $352K | Hold |
4,695
| – | – | 0.03% | 379 |
|
|
2022
Q3 | $312K | Sell |
4,695
-70
| -1% | -$4.65K | 0.03% | 363 |
|
|
2022
Q2 | $333K | Buy |
4,765
+99
| +2% | +$6.92K | 0.03% | 424 |
|
|
2022
Q1 | $365K | Sell |
4,666
-680
| -13% | -$53.2K | 0.04% | 278 |
|
|
2021
Q4 | $452K | Hold |
5,346
| – | – | 0.05% | 256 |
|
|
2021
Q3 | $400K | Buy |
5,346
+273
| +5% | +$20.4K | 0.05% | 255 |
|
|
2021
Q2 | $383K | Buy |
5,073
+680
| +15% | +$51.3K | 0.05% | 270 |
|
|
2021
Q1 | $311K | Buy |
+4,393
| New | +$311K | 0.05% | 275 |
|
|
2019
Q3 | – | Sell |
-1,755
| Closed | -$991 | – | 288 |
|
|
2019
Q2 | $991 | Buy |
+1,755
| New | +$991 | 0.04% | 275 |
|