Meridian Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$73K | 0.01% | 537 |
|
|
2024
Q2 | $348K | Buy |
+7,616
| New | +$348K | 0.04% | 219 |
|
|
2024
Q1 | – | Sell |
-16,783
| Closed | -$773K | – | 312 |
|
|
2023
Q4 | $773K | Buy |
+16,783
| New | +$773K | 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 | +$214K | 0.07% | 201 |
|