Atlas Private Wealth Management First Tr ETF Iii Municipal Hig Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	SELL	$45.01 - $47.47 $64,454 - $67,977	-1,432 Reduced 5.66%	23,852 $1.08 Million
Q2 2023 Jul 13, 2023	SELL	$46.07 - $47.47 $29,254 - $30,143	-635 Reduced 2.45%	25,284 $1.19 Million
Q1 2023 Apr 26, 2023	SELL	$46.34 - $47.99 $6,533 - $6,766	-141 Reduced 0.54%	25,919 $1.22 Million
Q4 2022 Jan 18, 2023	BUY	$44.63 - $47.32 $70,515 - $74,765	1,580 Added 6.45%	26,060 $0
Q3 2022 Oct 26, 2022	BUY	N/A	6 Added 0.02%	24,480 $1.11 Million

Q2 2022 Jul 19, 2022	BUY	N/A	1,317 Added 5.69%	24,474 $1.16 Million
Q1 2022 Apr 25, 2022	BUY	N/A	38 Added 0.16%	23,157 $1.19 Million
Q4 2021 Feb 07, 2022	SELL	N/A	-4,452 Reduced 16.15%	23,119 $1.3 Million
Q3 2021 Oct 25, 2021	BUY	N/A	626 Added 2.32%	27,571 $1.54 Million
Q2 2021 Aug 05, 2021	BUY	N/A	1,295 Added 5.05%	26,945 $1.52 Million
Q1 2021 Apr 26, 2021	BUY	N/A	4,390 Added 20.65%	25,650 $1.4 Million
Q4 2020 Jan 27, 2021	BUY	N/A	3,860 Added 22.18%	21,260 $1.14 Million
Q3 2020 Nov 05, 2020	BUY	N/A	6,000 Added 52.63%	17,400 $900,000
Q4 2019 Feb 11, 2020	BUY	N/A	11,400 New	11,400 $608,000

Others Institutions Holding FMHI

# of Institutions

135

Shares Held

8.93M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

1.46M
Shares

$71.3 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

745K
Shares

$36.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

654K
Shares

$31.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

505K
Shares

$24.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

433K
Shares

$21.1 Million
0.0% of portfolio

About FIRST TR ETF III MUNICIPAL HIG

Ticker FMHI
Sector ETFs
Industry ETFs

More about FMHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Management with notifications on news.