Ownership history in &PARTNERS · 13 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS reported a position in FIRST TR EXCHANGE TRADED FD (FXD). 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 Q3 | ADDED | 3,782 | +2 | +0.1% | 0.00% | $258K | $68.09 |
| 2025 Q2 | REDUCED | 3,780 | -1,161 | -23.5% | 0.00% | $240K | $63.25 |
| 2025 Q1 | ADDED | 4,941 | +535 | +12.1% | 0.00% | $283K | $57.53 |
| 2024 Q4 | ADDED | 4,406 | +53 | +1.2% | 0.00% | $285K | $64.08 |
As of 2025 Q4 — sorted by position size