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Showing 8 of 24 quarters

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

Kestra Advisory Services, LLC holds 270,408 shares of FTSM (FIRST TR EXCHANGE-TRADED FD), worth $16.2M as of 2026-Q2. The position was increased (+26.7% shares). FTSM represents 0.1% of Kestra Advisory Services, LLC's portfolio.

Current Value

$16.2M

Current Shares

270,408

Total Value Change

-$5.5M

Total Shares Change

-92,041

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
270,408
+26.7%
$16.2M0.1%$59.52
35
2026-Q1
Increased
213,422
+24.8%
$12.8M0.0%$59.91
34
2025-Q4
Increased
171,022
+1.6%
$10.2M0.0%$59.71
28
2025-Q3
Decreased
168,306
-32.3%
$10.1M0.0%$59.09
0
2025-Q2
Decreased
248,659
-6.0%
$14.9M0.1%$58.41
0
2025-Q1
Decreased
264,685
-12.7%
$15.8M0.1%$57.73
0
2024-Q4
Decreased
303,294
-16.3%
$18.1M0.1%$57.07
0
2024-Q3
Decreased
362,449
-33.4%
$21.7M0.1%$56.52
0

Other major holders of FTSM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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