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BUFZBUFZ
Showing 8 of 11 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 1,086,392 shares of BUFZ, worth $30.3M, as of its Q2 2026 13F filing. It reduced the position by 1,006 shares (-0.1%) from Q1 2026. Kestra Advisory Services has held BUFZ since Q4 2023, across 11 quarterly 13F filings. BUFZ is 0.1% of Kestra Advisory Services' reported 13F portfolio.

Current Value

$30.3M

Current Shares

1.1M

Total Value Change

+$15.2M

Total Shares Change

+441,256

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.1M
-0.1%
$30.3M0.1%$27.93
0
2026-Q1
Increased
1.1M
+2.6%
$28.6M0.1%$26.63
35
2025-Q4
Increased
1.1M
+7.4%
$28.1M0.1%$26.60
37
2025-Q3
Decreased
986,913
-1.1%
$25.6M0.1%$25.88
0
2025-Q2
Increased
997,570
+8.7%
$24.9M0.1%$24.88
37
2025-Q1
Increased
917,623
+5.1%
$21.6M0.1%$23.44
36
2024-Q4
Increased
872,808
+35.3%
$20.9M0.1%$23.97
44
2024-Q3
Increased
645,136
+11.3%
$15.2M0.1%$23.51
31

Other major holders of BUFZ: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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