Platform Technology Partners FTRB — FEDERATED HERMES ETF TRUST

Ownership history in Platform Technology Partners  ·  8 quarters on record

AI Ownership Summary

Platform Technology Partners reported FEDERATED HERMES ETF TRUST (FTRB) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.47% in 2025 Q4. The latest visible filing shows FTRB at 2.33% 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 Platform Technology Partners'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
2026 Q1

FTRB was reported at 2.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.47% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

FTRB stock page Platform Technology Partners fund profile Platform Technology Partners full holdings
How Platform Technology Partners held FTRB — position size vs. price
% of Fund (quarterly)    FTRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 480,861 +24,524 +5.4% 2.33% $12.1M 2026-04-27 $25.23
2025 Q4 ADDED — — — 456,337 +136,487 +42.7% 2.47% $11.6M 2026-02-13 $25.41
2025 Q3 ADDED — — — 319,850 +42,758 +15.4% 1.95% $8.1M 2025-10-29 $25.02
2025 Q2 ADDED — — — 277,092 +35,202 +14.6% 1.82% $7.0M 2025-08-11 $24.37
2025 Q1 ADDED — — — 241,890 +46,203 +23.6% 1.76% $6.1M 2025-05-01 $24.02
2024 Q4 ADDED — — — 195,687 +49,343 +33.7% 1.46% $4.8M 2025-01-28 $23.35
2024 Q3 ADDED — — — 146,344 +50,641 +52.9% 1.19% $3.8M 2024-11-04 $23.39
2024 Q2 INITIATED — — — 95,703 — — 0.82% $2.4M 2024-07-30 $23.24

🏢 Other funds also holding FTRB

As of 2026 Q1 — sorted by position size

Broadway Wealth Solutions, Inc. 14.5% Hills Bank & Trust Co 3Y 7Y 3.46% Quantum Portfolio Management LLC 2.28% Allegheny Financial Group 3Y 1.24% Retirement Planning Group, LLC 3Y 7Y 0.67% River Street Advisors LLC 3Y 0.58% Beaumont Financial Advisors, LLC 3Y 0.47% RMR Wealth Builders 3Y 0.47% Aurora Private Wealth, Inc. 3Y 0.4% First Citizens Financial Corp 3Y 0.26%

FAQ About Platform Technology Partners and FTRB

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

How long has Platform Technology Partners reported owning FTRB?

Platform Technology Partners reported FTRB across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FTRB position in Platform Technology Partners's portfolio?

The largest reported portfolio weight for FTRB was 2.47% in 2025 Q4.

What is the latest reported FTRB position on this page?

The most recent filing on this page is 2026 Q1, when Platform Technology Partners reported 480,861 shares, equal to 2.33% of portfolio, with an estimated market value of $12.1M.

What does the chart on this FTRB ownership page compare?

The chart compares Platform Technology Partners'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.

How well did Platform Technology Partners time their FTRB position?

Based on 13F filing dates vs. subsequent FTRB price moves, Platform Technology Partners correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on FTRB relative to SPY over the holding period was -11.7%.

← Back to Platform Technology Partners Holdings