Kovitz Investment Group Partners, LLC First Tr Pfd Secs & Income ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 874,693 shares of FPE stock, worth $16 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
874,693
Previous 833,923 4.89%
Holding current value
$16 Million
Previous $14.8 Million 7.49%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$17.81 - $18.39 $726,113 - $749,760
40,770 Added 4.89%
874,693 $16 Million
Q2 2025

Aug 14, 2025
BUY
$16.93 - $17.81 $14.1 Million - $14.9 Million
833,923 New
833,923 $14.8 Million

Others Institutions Holding FPE

# of Institutions
492
Shares Held
245M
Call Options Held
10.2K
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email