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First Tr Mlp & Energy Income shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of First Tr Mlp & Energy Income (FEI) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in First Tr Mlp & Energy Income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Mlp & Energy Income held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Mlp & Energy Income by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $128k 13k 9.67

More positions owned by Kovitz Investment Group Partners

Charles Schwab Corporation Call Option (SCHW)
Valued Advisers Tr Kovitz Core Eqt (EQTY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Berkshire Hathaway (BRK.B)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Becton, Dickinson and (BDX)
Visa Com Cl A (V)
salesforce (CRM)
American Express Company (AXP)
Jacobs Engineering Group (J)
Lowe's Companies (LOW)
Philip Morris International (PM)

View all positions for Kovitz Investment Group Partners

Top funds holding First Tr Mlp & Energy Income

Morgan Stanley
Saba Capital Management
Advisors Asset Management
Hunting Hill Global Capital
Goldman Sachs Group
UBS Group
Cohen & Steers Capital Management
Royal Bank of Canada
LongView Wealth Management
LPL Financial
Bridges Investment Management
Quarry
Wolverine Asset Management
Legacy Capital Wealth Partners
Cambridge Advisors

View all funds holding First Tr Mlp & Energy Income