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Showing 9 of 23 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in FIRST TR EXCHNG TRADED FD VI

Yes. Kestra Advisory Services holds 2,652,215 shares of BUFR, worth $99.4M, as of its Q3 2026 13F filing. It reduced the position by 73,525 shares (-2.7%) from Q2 2026. Kestra Advisory Services has held BUFR since Q1 2021, across 23 quarterly 13F filings. BUFR is 0.3% of Kestra Advisory Services' reported 13F portfolio.

Current Value

$99.4M

Current Shares

2.7M

Total Value Change

+$45.9M

Total Shares Change

+863,457

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
2.7M
-2.7%
$99.4M0.3%$37.47
0
2026-Q2
Increased
2.7M
+8.8%
$99.6M0.3%$36.53
39
2026-Q1
Decreased
2.5M
-22.2%
$84.6M0.3%$33.77
0
2025-Q4
Increased
3.2M
+0.4%
$110.3M0.5%$34.26
36
2025-Q3
Increased
3.2M
+71.6%
$107.2M0.5%$33.42
54
2025-Q2
Increased
1.9M
+7.7%
$59.5M0.3%$31.80
38
2025-Q1
Decreased
1.7M
-8.3%
$51.6M0.2%$29.69
0
2024-Q4
Increased
1.9M
+5.9%
$57.7M0.3%$30.47
37
2024-Q3
Decreased
1.8M
-1.9%
$53.5M0.3%$29.89
0

Other major holders of BUFR: LPL Financial LLC

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