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Kestra Advisory Services, LLC: FTEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on FTEC, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 529,851 FTEC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 529,851 shares
    Change vs previous 13F -224,703 shares

    0.33% of the 13F portfolio, value $151,315,066.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,599 shares
    • Kestra Advisory Services, LLC: 180,189 shares
    • Kestra Investment Management, LLC: 323,063 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 754,554 shares
    Change vs previous 13F +277,681 shares

    0.39% of the 13F portfolio, value $156,984,966.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,823 shares
    • Kestra Advisory Services, LLC: 183,454 shares
    • Kestra Investment Management, LLC: 547,277 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 476,873 shares
    Change vs previous 13F -112,630 shares

    0.29% of the 13F portfolio, value $107,139,066.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,059 shares
    • Kestra Advisory Services, LLC: 172,938 shares
    • Kestra Investment Management, LLC: 278,876 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 589,503 shares
    Change vs previous 13F +14,867 shares

    0.39% of the 13F portfolio, value $130,969,911.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,119 shares
    • Kestra Advisory Services, LLC: 301,134 shares
    • Kestra Investment Management, LLC: 263,250 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 574,636 shares
    Change vs previous 13F +188,653 shares

    0.37% of the 13F portfolio, value $113,329,660.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,233 shares
    • Kestra Advisory Services, LLC: 308,500 shares
    • Kestra Investment Management, LLC: 241,903 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 385,983 shares
    Change vs previous 13F +6,897 shares

    0.21% of the 13F portfolio, value $62,247,478.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,004 shares
    • Kestra Advisory Services, LLC: 148,846 shares
    • Kestra Investment Management, LLC: 214,133 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 379,086 shares
    Change vs previous 13F +44,680 shares

    0.26% of the 13F portfolio, value $70,085,586.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,133 shares
    • Kestra Advisory Services, LLC: 164,734 shares
    • Kestra Investment Management, LLC: 192,219 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 334,406 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $58,384,716.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,215 shares
    • Kestra Advisory Services, LLC: 146,421 shares
    • Kestra Investment Management, LLC: 168,770 shares

    Acceptance time not in the bulk data set (spec §4.2).