Question 1

How many shares of FTSM does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 714,646 shares of FTSM (FIRST TR EXCHANGE-TRADED FD).

Question 2

What is &PARTNERS's FTSM position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's FTSM position is worth $41.9M.

Question 3

Is &PARTNERS buying or selling FTSM?

Accepted Answer

In 2026-Q2, &PARTNERS increased their FTSM position (+7.9% change in shares).

Question 4

When did &PARTNERS first buy FTSM?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in FTSM in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	714,646	+7.9%	$41.9M	0.2%	$59.52	38
2026-Q1	Increased	662,279	+12.8%	$39.6M	0.2%	$58.97	39
2025-Q4	Increased	587,006	+60.2%	$35.1M	0.2%	$58.53	50
2025-Q3	Increased	366,321	+9.6%	$21.9M	0.1%	$57.92	37
2025-Q2	Increased	334,131	+661.2%	$20M	0.2%	$57.25	55
2025-Q1	Decreased	43,894	-9.0%	$2.6M	0.0%	$56.60	0
2024-Q4	Increased	48,228	+59.0%	$2.9M	0.0%	$55.92	38
2024-Q3	New	30,324	-	$1.8M	0.0%	$55.36	36

FTSM8 quarters

FTSM
8 quarters