KESTRA PRIVATE WEALTH SERVICES, LLC AFSM — FIRST TR EXCHNG TRADED FD VI

Ownership history in KESTRA PRIVATE WEALTH SERVICES, LLC  ·  5 quarters on record

AI Ownership Summary

KESTRA PRIVATE WEALTH SERVICES, LLC reported FIRST TR EXCHNG TRADED FD VI (AFSM) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows AFSM 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 AFSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KESTRA PRIVATE WEALTH 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

AFSM stock page KESTRA PRIVATE WEALTH SERVICES, LLC fund profile KESTRA PRIVATE WEALTH SERVICES, LLC full holdings
How KESTRA PRIVATE WEALTH SERVICES, LLC held AFSM — position size vs. price
% of Fund (quarterly)    AFSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 9,646 +504 +5.5% 0.00% $396K 2026-07-28 $39.88
2026 Q1 ADDED — — — 9,142 +2 +0.0% 0.00% $300K 2026-04-20 $36.31
2025 Q4 ADDED — — — 9,140 +4 +0.0% 0.00% $301K 2026-01-29 $34.52
2025 Q3 ADDED — — — 9,136 +1,184 +14.9% 0.00% $299K 2025-11-17 $31.02
2025 Q2 INITIATED — — — 7,952 — — 0.00% $238K 2025-08-07 $30.00

🏢 Other funds also holding AFSM

As of 2026 Q2 — sorted by position size

Crusonia Wealth Advisors LLC 0.12% WORLD EQUITY GROUP, INC. 0.1% MGO ONE SEVEN LLC 3Y 7Y 0.05% Kestra Advisory Services, LLC 3Y 0.01% TRUIST FINANCIAL CORP 3Y 7Y 0.01% WEDBUSH SECURITIES INC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.01% INDEPENDENT FINANCIAL GROUP, LLC 0.0% RFG Advisory, LLC 3Y 7Y 0.0% Prospera Financial Services Inc 3Y 7Y 0.0%

FAQ About KESTRA PRIVATE WEALTH SERVICES, LLC and AFSM

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

How long has KESTRA PRIVATE WEALTH SERVICES, LLC reported owning AFSM?

KESTRA PRIVATE WEALTH SERVICES, LLC reported AFSM across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported AFSM position in KESTRA PRIVATE WEALTH SERVICES, LLC's portfolio?

The largest reported portfolio weight for AFSM was 0.00% in 2026 Q2.

What is the latest reported AFSM position on this page?

The most recent filing on this page is 2026 Q2, when KESTRA PRIVATE WEALTH SERVICES, LLC reported 9,646 shares, equal to 0.00% of portfolio, with an estimated market value of $396K.

What does the chart on this AFSM ownership page compare?

The chart compares KESTRA PRIVATE WEALTH SERVICES, LLC's quarterly AFSM 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.

How well did KESTRA PRIVATE WEALTH SERVICES, LLC time their AFSM position?

Based on 13F filing dates vs. subsequent AFSM price moves, KESTRA PRIVATE WEALTH SERVICES, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on AFSM relative to SPY over the holding period was +12.6%.

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