Ownership history in KPP Advisory Services LLC · 9 quarters on record
This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in FIRST TRUST (FEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 31,817 | +339 | +1.1% | 0.55% | $3.8M | $118.62 |
| 2025 Q3 | ADDED | 31,478 | +486 | +1.6% | 0.54% | $3.7M | $116.42 |
| 2025 Q2 | ADDED | 30,992 | +2,075 | +7.2% | 0.85% | $3.4M | $109.28 |
| 2025 Q1 | REDUCED | 28,917 | -585 | -2.0% | 0.56% | $3.0M | $101.57 |
| 2024 Q4 | ADDED | 29,502 | +847 | +3.0% | 0.73% | $3.1M | $103.10 |
| 2024 Q3 | ADDED | 28,655 | +1 | +0.0% | 0.72% | $3.0M | $102.58 |
| 2024 Q2 | REDUCED | 28,654 | -157 | -0.5% | 0.74% | $2.8M | $95.18 |
| 2024 Q1 | ADDED | 28,811 | +270 | +0.9% | 0.78% | $2.9M | $97.13 |
| 2023 Q3 | INITIATED | 28,541 | — | — | 0.76% | $2.3M | — |
As of 2025 Q4 — sorted by position size