FTRB β€” FEDERATED HERMES ETF TRUST

Ownership history in Aurora Private Wealth, Inc.  Β·  5 quarters on record

AI Ownership Summary

Aurora Private Wealth, Inc. reported FEDERATED HERMES ETF TRUST (FTRB) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.69% in 2024 Q3. The latest visible filing shows FTRB at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aurora Private Wealth, Inc.'s position in FEDERATED HERMES ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FTRB was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aurora Private Wealth, Inc. held FTRB β€” position size vs. price
% of Fund (quarterly)    FTRB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,144 -3,559 -13.8% 0.37% $562K 2026-02-14 (Est.) $25.48
2025 Q2 REDUCED 25,703 -1,457 -5.4% 0.48% $645K 2025-07-24 $24.18
2025 Q1 REDUCED 27,160 -3,461 -11.3% 0.62% $680K 2025-04-23 $23.71
2024 Q4 REDUCED 30,621 -3,393 -10.0% 0.57% $756K 2025-01-22 $23.39
2024 Q3 INITIATED 34,014 β€” β€” 0.69% $878K 2024-10-18 $23.76

FAQ About Aurora Private Wealth, Inc. and FTRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aurora Private Wealth, Inc. reported owning FTRB?

Aurora Private Wealth, Inc. reported FTRB across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported FTRB position in Aurora Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for FTRB was 0.69% in 2024 Q3.

What is the latest reported FTRB position on this page?

The most recent filing on this page is 2025 Q4, when Aurora Private Wealth, Inc. reported 22,144 shares, equal to 0.37% of portfolio, with an estimated market value of $562K.

What does the chart on this FTRB ownership page compare?

The chart compares Aurora Private Wealth, Inc.'s quarterly FTRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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