Meridian Wealth Management’s First Trust Capital Strength ETF FTCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$621K	Sell	6,613 -56	-0.8%	-$5.23K	0.02%	486
2026 Q1	$619K	Buy	6,669 +135	+2%	+$13K	0.02%	462
2025 Q4	$604K	Buy	6,534 +70	+1%	+$6.47K	0.02%	462
2025 Q3	$605K	Buy	6,464 +4,052	+168%	+$374K	0.02%	429
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	+$211K	0.01%	594
2023 Q3	–	Sell	-3,417	Closed	-$257K	–	549
2023 Q2	$257K	Buy	3,417 +70	+2%	+$5.13K	0.02%	466
2023 Q1	$244K	Sell	3,347 -1,348	-29%	-$99.4K	0.02%	471
2022 Q4	$352K	Hold	4,695	–	–	0.03%	379
2022 Q3	$312K	Sell	4,695 -70	-1%	-$5.03K	0.03%	363
2022 Q2	$333K	Buy	4,765 +99	+2%	+$7.28K	0.03%	424
2022 Q1	$365K	Sell	4,666 -680	-13%	-$52.9K	0.04%	278
2021 Q4	$452K	Hold	5,346	–	–	0.05%	256
2021 Q3	$400K	Buy	5,346 +273	+5%	+$21.3K	0.05%	255
2021 Q2	$383K	Buy	5,073 +680	+15%	+$50.6K	0.05%	270
2021 Q1	$311K	Buy	+4,393	New	+$299K	0.05%	275
2019 Q3	–	Sell	-1,755	Closed	-$991	–	288
2019 Q2	$991	Buy	+1,755	New	+$96.7K	0.04%	275

Other funds holding FTCS

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Meridian Wealth Management's FTCS Position: Q2 2026 in Review

Meridian Wealth Management reduced its First Trust Capital Strength ETF (FTCS) stake by 0.84% in Q2 2026, selling an estimated $5.23K and leaving 6,613 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #486.

Meridian Wealth Management first reported a position in FTCS in Q2 2019 and has held it in 19 quarters since. 356 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

Meridian Wealth Management held 6,613 shares of First Trust Capital Strength ETF worth $621K as of Q2 2026.
Meridian Wealth Management sold 56 First Trust Capital Strength ETF shares in Q2 2026, an estimated $5.23K.
First Trust Capital Strength ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #486 holding.
Meridian Wealth Management first reported a position in First Trust Capital Strength ETF in Q2 2019 and has held it in 19 quarters since.
356 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.