Question 1

How many shares of FXL does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 94,634 shares of FXL (FIRST TRUST TECHNOLOGY ALPHA).

Question 2

What is &PARTNERS's FXL position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's FXL position is worth $20.5M.

Question 3

Is &PARTNERS buying or selling FXL?

Accepted Answer

In 2026-Q2, &PARTNERS increased their FXL position (+485.0% change in shares).

Question 4

When did &PARTNERS first buy FXL?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in FXL in 2024-Q3. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	94,634	+485.0%	$20.5M	0.1%	$217.22	46
2026-Q1	Decreased	16,176	-16.0%	$2.6M	0.0%	$162.86	0
2025-Q4	Increased	19,267	+6.9%	$3.2M	0.0%	$170.50	28
2025-Q3	Increased	18,018	+236.3%	$3M	0.0%	$168.57	43
2025-Q2	Increased	5,357	+1.2%	$858,635	0.0%	$155.59	25
2025-Q1	Increased	5,295	+0.4%	$704,868	0.0%	$133.12	25
2024-Q4	Increased	5,275	+97.0%	$798,268	0.0%	$149.39	40
2024-Q3	Increased	2,677	+37.4%	$371,164	0.0%	$138.31	31

FXLShowing 8 of 25 quarters

FXL
Showing 8 of 25 quarters