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First Tr Exchange Traded Fd fst low mtg etf shares owned by Atlas Private Wealth Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd fst low mtg etf (LMBS) shares owned by Atlas Private Wealth Management from 13F filings

Historical chart of Atlas Private Wealth Management investment in First Tr Exchange Traded Fd fst low mtg etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd fst low mtg etf held by Atlas Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd fst low mtg etf by Atlas Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 160k 48.25
2023-12-31 $7.6M 158k 48.32
2023-09-30 $7.4M 157k 47.24
2023-06-30 $7.3M 154k 47.67
2023-03-31 $7.1M 149k 47.87
2022-12-31 $7.1M 150k 47.41
2022-09-30 $7.3M 154k 47.35
2022-06-30 $7.2M 149k 48.30
2022-03-31 $7.3M 150k 48.95
2021-12-31 $7.4M 149k 49.99
2021-09-30 $7.3M 145k 50.58
2021-06-30 $6.7M 131k 50.90
2021-03-31 $6.0M 118k 51.06
2020-12-31 $5.5M 107k 51.47
2020-09-30 $6.5M 126k 51.68
2020-06-30 $6.6M 129k 51.68
2020-03-31 $6.7M 132k 51.00
2019-12-31 $2.4M 46k 51.80

More positions owned by Atlas Private Wealth Management

Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Yield Optimized Bond Etf Etf (BYLD)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Municipal Etf Etf (JMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Johnson & Johnson Stock (JNJ)
First Trust Preferred Securities & Income Etf Etf (FPE)

View all positions for Atlas Private Wealth Management

Top funds holding First Tr Exchange Traded Fd fst low mtg etf

Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Bank of America Corporation
Global Assets Advisory
Advisor Group Holdings
Stifel Financial
Berger Financial Group
Raymond James & Associates
Commonwealth Equity Services
American Financial Advisors
Concurrent Investment Advisors
Trilogy Capital
Petix & Botte

View all funds holding First Tr Exchange Traded Fd fst low mtg etf