Question 1

How many shares of FSMD does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 61,151 shares of FSMD (FIDELITY COVINGTON TRUST).

Question 2

What is &PARTNERS's FSMD position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's FSMD position is worth $3.2M.

Question 3

Is &PARTNERS buying or selling FSMD?

Accepted Answer

In 2026-Q2, &PARTNERS increased their FSMD position (+20.9% change in shares).

Question 4

When did &PARTNERS first buy FSMD?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in FSMD in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	61,151	+20.9%	$3.2M	0.0%	$52.85	32
2026-Q1	Increased	50,563	+10.3%	$2.3M	0.0%	$46.47	29
2025-Q4	Increased	45,837	+12.5%	$2M	0.0%	$44.63	29
2025-Q3	Increased	40,741	+26.0%	$1.8M	0.0%	$43.80	32
2025-Q2	Increased	32,341	+353.8%	$1.3M	0.0%	$41.10	41
2025-Q1	Increased	7,127	+4.2%	$276,604	0.0%	$38.42	24
2024-Q4	New	6,841	-	$284,379	0.0%	$40.56	32

FSMD7 quarters

FSMD
7 quarters