Atlas Private Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-496
| Closed | -$10K | – | 354 |
|
|
2021
Q3 | $10K | Hold |
496
| – | – | 0.01% | 461 |
|
|
2021
Q2 | $10K | Sell |
496
-49
| -9% | -$988 | 0.01% | 469 |
|
|
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 | +$10K | 0.01% | 403 |
|