VISTA INVESTMENT MANAGEMENT

Position in FPEI — First Trust Institutional Preferred Securities and Income ETF

CIK 1740140 PITTSBURGH, PA

All Filings in FPEI

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 FPEI	$5,313,882	279,678	+1.8%	Shares	Sole	2026-05-15
2025-12-31 FPEI	$5,327,635	274,762	+2.5%	Shares	Sole	2026-02-17
2025-09-30 FPEI	$5,183,236	268,006	+0.8%	Shares	Sole	2025-11-07
2025-06-30 FPEI	$5,050,827	265,973	+3.6%	Shares	Sole	2025-08-14
2025-03-31 FPEI	$4,801,599	256,770	+1.5%	Shares	Sole	2025-05-15
2024-12-31 FPEI	$4,729,173	252,897	+4.6%	Shares	Sole	2025-02-14
2024-09-30 FPEI	$4,612,785	241,887	+5.2%	Shares	Sole	2024-11-14
2024-06-30 FPEI	$4,225,338	230,013	+5.5%	Shares	Sole	2024-08-14
2024-03-31 FPEI	$3,972,433	218,026	+76.9%	Shares	Sole	2024-05-15
2023-12-31 FPEI	$2,197,654	123,256	-8.4%	Shares	Sole	2024-02-14
2023-09-30 FPEI	$2,270,680	134,519	+6.9%	Shares	Sole	2023-11-13
2023-06-30 FPEI	$2,119,932	125,812	+25.1%	Shares	Sole	2023-08-15
2023-03-31 FPEI	$1,684,614	100,574	+9.4%	Shares	Sole	2023-05-15
2022-12-31 FPEI	$1,637,950	91,968	+24.1%	Shares	Sole	2023-02-13
2022-09-30 FPEI	$1,270,969	74,109	-5.5%	Shares	Sole	2022-11-14
2022-06-30 FPEI	$1,388,999	78,386	-16.6%	Shares	Sole	2022-08-12
2022-03-31 FPEI	$1,824,240	94,033	+15.9%	Shares	Sole	2022-05-13
2021-12-31 FPEI	$1,655,623	81,158	+0.5%	Shares	Sole	2022-02-14
2021-09-30 FPEI	$1,666,785	80,716	+3.9%	Shares	Sole	2021-11-15
2021-06-30 FPEI	$1,605,976	77,696	+9.4%	Shares	Sole	2021-08-16
2021-03-31 FPEI	$1,438,257	70,990	+3.8%	Shares	Sole	2021-05-12
2020-12-31 FPEI	$1,394,114	68,406	+249.1%	Shares	Sole	2021-02-12
2020-09-30 FPEI	$379,751	19,595	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.