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
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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Meridian Wealth Management's FTSL Position: Q1 2025 in Review

Meridian Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q1 2025, closing a stake of 4,892 shares — an estimated $226K sold.

Meridian Wealth Management first reported a position in FTSL in Q2 2020 and held it in 6 quarters. The position peaked at $773K in Q4 2023. 340 funds tracked by Wall St. Rank hold FTSL as of Q1 2025.

Meridian Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q1 2025 after selling out during the quarter.
Meridian Wealth Management sold 4,892 First Trust Senior Loan Fund ETF shares in Q1 2025, an estimated $226K.
Meridian Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q2 2020 and held it in 6 quarters.
Meridian Wealth Management's First Trust Senior Loan Fund ETF position peaked at $773K in Q4 2023.
340 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.