Kovitz Investment Group Partners
FPE icon

Kovitz Investment Group Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kovitz Investment Group Partners’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-874,693
Closed -$16M – 765
2025
Q3 		$16M Buy
874,693
+40,770
+5% +$736K 0.06% 246
2025
Q2 		$14.8M Buy
+833,923
New +$14.6M 0.06% 240

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Kovitz Investment Group Partners's FPE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 874,693 shares — an estimated $16M sold.

Kovitz Investment Group Partners first reported a position in FPE in Q2 2025 and held it in 2 quarters. The position peaked at $16M in Q3 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 874,693 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $16M.
  • Kovitz Investment Group Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's First Trust Preferred Securities and Income ETF position peaked at $16M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.