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	–	355
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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return

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

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

WealthTrust Asset Management Destin, Florida $167M AUM 25.06% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return

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