Kestra Advisory Services, LLC TMAR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Kestra Advisory Services, LLC  ·  1 quarter on record

AI Ownership Summary

Kestra Advisory Services, LLC reported FIRST TR EXCHNG TRADED FD VI (TMAR) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows TMAR 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 TMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kestra Advisory Services, LLC's position in FIRST TR EXCHNG TRADED FD VI, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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.

How Kestra Advisory Services, LLC held TMAR — position size vs. price
% of Fund (quarterly)    TMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 13,688 — — 0.00% $366K 2026-11-02 $25.25

🏢 Other funds also holding TMAR

As of 2026 Q3 — sorted by position size

Balboa Wealth Partners 3Y 0.03% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Kestra Advisory Services, LLC and TMAR

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

How long has Kestra Advisory Services, LLC reported owning TMAR?

Kestra Advisory Services, LLC reported TMAR across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported TMAR position in Kestra Advisory Services, LLC's portfolio?

The largest reported portfolio weight for TMAR was 0.00% in 2026 Q3.

What is the latest reported TMAR position on this page?

The most recent filing on this page is 2026 Q3, when Kestra Advisory Services, LLC reported 13,688 shares, equal to 0.00% of portfolio, with an estimated market value of $366K.

What does the chart on this TMAR ownership page compare?

The chart compares Kestra Advisory Services, LLC's quarterly TMAR 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.

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