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Meridian Wealth Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Meridian Wealth Management’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Buy
7,883
+290
+4% +$17.4K 0.01% 556
2026
Q1 		$454K Buy
7,593
+114
+2% +$6.84K 0.02% 537
2025
Q4 		$448K Sell
7,479
-4,051
-35% -$243K 0.02% 525
2025
Q3 		$691K Buy
11,530
+1,877
+19% +$113K 0.03% 409
2025
Q2 		$578K Sell
9,653
-130
-1% -$7.79K 0.02% 414
2025
Q1 		$585K Sell
9,783
-6,315
-39% -$378K 0.03% 381
2024
Q4 		$962K Sell
16,098
-4,015
-20% -$240K 0.05% 297
2024
Q3 		$1.2M Sell
20,113
-3,830
-16% -$229K 0.06% 251
2024
Q2 		$1.43M Buy
+23,943
New +$1.43M 0.17% 98
2024
Q1 		– Sell
-39,218
Closed -$2.34M – 313
2023
Q4 		$2.34M Buy
39,218
+32,961
+527% +$1.96M 0.15% 157
2023
Q3 		$372K Sell
6,257
-1,125
-15% -$67K 0.02% 425
2023
Q2 		$439K Buy
7,382
+7
+0.1% +$417 0.04% 350
2023
Q1 		$439K Sell
7,375
-471
-6% -$28.1K 0.04% 342
2022
Q4 		$466K Buy
+7,846
New +$466K 0.05% 320
2022
Q3 		– Sell
-4,957
Closed -$294K – 521
2022
Q2 		$294K Buy
+4,957
New +$295K 0.02% 438

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Meridian Wealth Management increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 3.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,883 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #556.

Meridian Wealth Management first reported a position in FTSM in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q4 2023. 425 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

  • Meridian Wealth Management held 7,883 shares of First Trust Enhanced Short Maturity ETF worth $471K as of Q2 2026.
  • Meridian Wealth Management bought 290 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $17.4K.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #556 holding.
  • Meridian Wealth Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's First Trust Enhanced Short Maturity ETF position peaked at $2.34M in Q4 2023.
  • 425 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

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