Meridian Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	+7,115	New	+$320K	0.01%	662
2025 Q1	–	Sell	-4,892	Closed	-$226K	–	632
2024 Q4	$226K	Sell	4,892 -1,134	-19%	-$52.4K	0.01%	579
2024 Q3	$277K	Sell	6,026 -1,590	-21%	-$73.1K	0.01%	537
2024 Q2	$348K	Buy	+7,616	New	+$351K	0.04%	219
2024 Q1	–	Sell	-16,783	Closed	-$773K	–	312
2023 Q4	$773K	Buy	+16,783	New	+$769K	0.05%	300
2020 Q4	–	Sell	-4,759	Closed	-$218K	–	340
2020 Q3	$218K	Hold	4,759	–	–	0.05%	224
2020 Q2	$214K	Buy	+4,759	New	+$213K	0.07%	201

Other funds holding FTSL

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Meridian Wealth Management opened a new position in First Trust Senior Loan Fund ETF (FTSL) in Q2 2026: 7,115 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in FTSL as recently as Q4 2024.

Meridian Wealth Management first reported a position in FTSL in Q2 2020 and has held it in 7 quarters since. The position peaked at $773K in Q4 2023. 303 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

Meridian Wealth Management held 7,115 shares of First Trust Senior Loan Fund ETF worth $318K as of Q2 2026.
First Trust Senior Loan Fund ETF was a new Meridian Wealth Management position in Q2 2026.
First Trust Senior Loan Fund ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #662 holding.
Meridian Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2020 and has held it in 7 quarters since.
Meridian Wealth Management's First Trust Senior Loan Fund ETF position peaked at $773K in Q4 2023.
303 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

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