&PARTNERS FLCC — FEDERATED HERMES ETF TRUST

Ownership history in &PARTNERS  ·  6 quarters on record

AI Ownership Summary

&PARTNERS reported FEDERATED HERMES ETF TRUST (FLCC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows FLCC at 0.00% 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 FLCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &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

FLCC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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.

FLCC stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held FLCC — position size vs. price
% of Fund (quarterly)    FLCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 28,848 +4,903 +20.5% 0.00% $892K 2026-05-15 $34.69
2025 Q4 ADDED — — — 23,945 +867 +3.8% 0.00% $778K 2026-02-17 $31.95
2025 Q3 ADDED — — — 23,078 +425 +1.9% 0.00% $740K 2025-11-14 $31.64
2025 Q2 ADDED — — — 22,653 +2,142 +10.4% 0.01% $686K 2025-08-14 $31.20
2025 Q1 ADDED — — — 20,511 +4,009 +24.3% 0.01% $551K 2025-05-15 $28.47
2024 Q4 INITIATED — — — 16,502 — — 0.01% $470K 2025-02-14 $29.29

🏢 Other funds also holding FLCC

As of 2026 Q1 — sorted by position size

GTS FINANCIAL, LLC 3.54% Cox Capital Mgt LLC 3Y 7Y 1.66% BlueStem Wealth Partners, LLC 0.68% VICTORY FINANCIAL GROUP, LLC 0.08% Baer Investment Advisory LLC 0.08% Brady Martz Wealth Solutions, LLC 0.07% 1620 INVESTMENT ADVISORS, INC. 3Y 0.03% Wilkerson Advisory Group LLC 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% Steward Partners Investment Advisory, LLC 3Y 7Y 0.01%

FAQ About &PARTNERS and FLCC

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

How long has &PARTNERS reported owning FLCC?

&PARTNERS reported FLCC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FLCC position in &PARTNERS's portfolio?

The largest reported portfolio weight for FLCC was 0.01% in 2025 Q1.

What is the latest reported FLCC position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 28,848 shares, equal to 0.00% of portfolio, with an estimated market value of $892K.

What does the chart on this FLCC ownership page compare?

The chart compares &PARTNERS's quarterly FLCC 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 &PARTNERS time their FLCC position?

Based on 13F filing dates vs. subsequent FLCC price moves, &PARTNERS correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on FLCC relative to SPY over the holding period was -3.0%.

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