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Showing 8 of 11 quarters

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

Kestra Advisory Services, LLC holds 1.1M shares of BUFZ (FIRST TR EXCHNG TRADED FD VI), worth $30.3M as of 2026-Q2. The position was decreased (-0.1% shares). BUFZ represents 0.1% of Kestra Advisory Services, LLC's 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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