Meridian Wealth Management
LDSF icon

Meridian Wealth Management’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History

Meridian Wealth Management’s Portfolio LDSF Stock Details LDSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,107
Closed -$245K – 536
2022
Q2 		$245K Buy
+13,107
New +$250K 0.02% 475
2020
Q4 		– Sell
-19,320
Closed -$393K – 343
2020
Q3 		$393K Buy
+19,320
New +$394K 0.1% 158

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Meridian Wealth Management's LDSF Position: Q3 2022 in Review

Meridian Wealth Management sold out of First Trust Low Duration Strategic Focus ETF (LDSF) in Q3 2022, closing a stake of 13,107 shares — an estimated $245K sold.

Meridian Wealth Management first reported a position in LDSF in Q3 2020 and held it in 2 quarters. The position peaked at $393K in Q3 2020. 59 funds tracked by Wall St. Rank hold LDSF as of Q3 2022.

  • Meridian Wealth Management reported no remaining First Trust Low Duration Strategic Focus ETF position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 13,107 First Trust Low Duration Strategic Focus ETF shares in Q3 2022, an estimated $245K.
  • Meridian Wealth Management first reported a position in First Trust Low Duration Strategic Focus ETF in Q3 2020 and held it in 2 quarters.
  • Meridian Wealth Management's First Trust Low Duration Strategic Focus ETF position peaked at $393K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held First Trust Low Duration Strategic Focus ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.