VISTA INVESTMENT MANAGEMENT - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 150 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$4,225,341
+6.4%
230,013
+5.5%
1.71%
+5.8%
Q1 2024$3,972,430
+80.8%
218,026
+76.9%
1.62%
+58.4%
Q4 2023$2,197,663
-3.2%
123,256
-8.4%
1.02%
-14.3%
Q3 2023$2,270,689
+7.1%
134,519
+6.9%
1.19%
+11.1%
Q2 2023$2,119,941
+25.8%
125,812
+25.1%
1.07%
+20.6%
Q1 2023$1,684,623
+2.8%
100,574
+9.4%
0.89%
-4.8%
Q4 2022$1,637,959
+28.9%
91,968
+24.1%
0.94%
+19.4%
Q3 2022$1,271,000
-8.5%
74,109
-5.5%
0.78%
-6.7%
Q2 2022$1,389,000
-23.8%
78,386
-16.6%
0.84%
-16.0%
Q1 2022$1,824,000
+10.1%
94,033
+15.9%
1.00%
+11.1%
Q4 2021$1,656,000
-0.7%
81,158
+0.5%
0.90%
-8.1%
Q3 2021$1,667,000
+3.8%
80,716
+3.9%
0.98%
+3.3%
Q2 2021$1,606,000
+11.7%
77,696
+9.4%
0.95%
+5.8%
Q1 2021$1,438,000
+3.2%
70,990
+3.8%
0.90%
-4.2%
Q4 2020$1,394,000
+266.8%
68,406
+249.1%
0.93%
+222.1%
Q3 2020$380,000–19,595–0.29%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2024
NameSharesValueWeighting ↓
ADAMSBROWN WEALTH CONSULTANTS LLC 620,659$11,401,5064.44%
Key FInancial Inc 893,857$16,420,1533.94%
Citizens Business Bank 973,616$17,885,3203.78%
Essex LLC 884,401$16,246,4463.63%
TKG Advisors, LLC 237,146$4,356,3782.36%
SMITH CHAS P & ASSOCIATES PA CPAS 2,117,629$38,900,8522.31%
GUNN & Co INVESTMENT MANAGEMENT, INC. 2,117,629$38,900,8522.31%
Elevated Capital Advisors, LLC 408,411$7,502,5182.11%
SHELTON WEALTH MANAGEMENT, LLC 180,177$3,309,8471.88%
INTEGRAL INVESTMENT ADVISORS, INC. 261,761$4,805,9321.77%
View complete list of FIRST TR EXCH TRADED FD III shareholders