Meridian Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Meridian Wealth Advisors, LLC

$536 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$16.96 - $17.44 $4,019 - $4,133	237 Added 1.45%	16,532 $286,000
Q1 2024 May 10, 2024	BUY	$16.74 - $17.43 $3,866 - $4,026	231 Added 1.44%	16,295 $282,000
Q4 2023 Feb 06, 2024	BUY	$15.46 - $16.92 $3,664 - $4,010	237 Added 1.5%	16,064 $270,000
Q3 2023 Nov 13, 2023	BUY	$15.88 - $16.28 $4,065 - $4,167	256 Added 1.64%	15,827 $252,000
Q2 2023 Aug 02, 2023	BUY	$15.54 - $16.14 $3,776 - $3,922	243 Added 1.59%	15,571 $248,000
Q1 2023 May 01, 2023	BUY	$15.34 - $18.23 $536 - $638	35 Added 0.23%	15,328 $244,000
Q4 2022 Jan 23, 2023	BUY	$16.29 - $17.16 $3,762 - $3,963	231 Added 1.53%	15,293 $0
Q3 2022 Oct 19, 2022	BUY	$16.66 - $18.32 $3,365 - $3,700	202 Added 1.36%	15,062 $252,000
Q2 2022 Jul 26, 2022	SELL	$17.23 - $19.08 $249,318 - $276,087	-14,470 Reduced 49.34%	14,860 $256,000
Q1 2022 May 12, 2022	BUY	$18.67 - $20.32 $5,881 - $6,400	315 Added 1.09%	29,330 $558,000
Q4 2021 Feb 02, 2022	BUY	$20.14 - $20.56 $5,941 - $6,065	295 Added 1.03%	29,015 $590,000
Q3 2021 Nov 12, 2021	BUY	$20.5 - $20.75 $247,537 - $250,556	12,075 Added 72.54%	28,720 $590,000
Q2 2021 Aug 10, 2021	BUY	$20.22 - $20.6 $3,033 - $3,090	150 Added 0.91%	16,645 $343,000
Q1 2021 May 07, 2021	BUY	$19.95 - $20.37 $3,271 - $3,340	164 Added 1.0%	16,495 $332,000
Q4 2020 May 07, 2021	BUY	$19.15 - $20.31 $312,738 - $331,682	16,331 New	16,331 $330,000
Q4 2020 Feb 16, 2021	SELL	$19.15 - $20.31 $262,335 - $278,226	-13,699 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$18.45 - $19.5 $3,136 - $3,315	170 Added 1.26%	13,699 $263,000
Q2 2020 Aug 14, 2020	BUY	$16.14 - $18.92 $218,358 - $255,968	13,529 New	13,529 $249,000

Others Institutions Holding FPE

# of Institutions

441

Shares Held

191M

Call Options Held

0

Put Options Held

10K

About FIRST TR PFD SECS & INCOME ETF

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