Atlas Private Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Atlas Private Wealth Advisors’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-496	Closed	-$10K	–	349
2021 Q3	$10K	Hold	496	–	–	0.01%	462
2021 Q2	$10K	Sell	496 -49	-9%	-$1.01K	0.01%	471
2021 Q1	$11K	Hold	545	–	–	0.01%	476
2020 Q4	$11K	Hold	545	–	–	0.01%	413
2020 Q3	$11K	Hold	545	–	–	0.01%	377
2020 Q2	$10K	Buy	+545	New	+$9.92K	0.01%	403

Other funds holding FPEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

Atlas Private Wealth Advisors's FPEI Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q4 2021, closing a stake of 496 shares — an estimated $10K sold.

Atlas Private Wealth Advisors first reported a position in FPEI in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q1 2021. 96 funds tracked by Wall St. Rank hold FPEI as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 496 First Trust Institutional Preferred Securities and Income ETF shares in Q4 2021, an estimated $10K.
Atlas Private Wealth Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $11K in Q1 2021.
96 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.