Position history for Kovitz Investment Group Partners, LLC's holdings in FIDELITY
Kovitz Investment Group Partners, LLC holds 120,334 shares of FTEC (FIDELITY), worth $27M as of 2025-Q4. The position was decreased (-15.4% shares). FTEC represents 0.6% of Kovitz Investment Group Partners, LLC's portfolio.
Current Value
$27M
Current Shares
120,334
Total Value Change
-$2M
Total Shares Change
-49,078
Other major holders of FTEC: Kestra Advisory Services, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/
Decreased |
| 120,334 |
-15.4% |
| $27M |
| 0.6% |
| $226.86 |
0 |
| 2025-Q3 | Increased | 142,224 | +25.2% | $31.6M | 0.1% | $220.89 | 42 |
| 2025-Q2 | Increased | 113,572 | +85.0% | $22.4M | 0.1% | $194.87 | 44 |
| 2025-Q1 | Decreased | 61,392 | -65.8% | $9.9M | 0.0% | $160.95 | 0 |
| 2024-Q4 | Increased | 179,458 | +22.1% | $33.2M | 0.2% | $185.83 | 42 |
| 2024-Q3 | Decreased | 147,041 | -13.2% | $25.6M | 0.2% | $172.84 | 0 |
| 2024-Q2 | New | 169,412 | - | $29.1M | 0.2% | $170.27 | 48 |