Kestra Investment Management, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Kestra Investment Management, LLC

  • $3.19 Trillion
  • Q2 2025
Number of Shares
10,622
Previous 10,622 -0.0%
Holding current value
$223 Million
Previous $223 Million -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
N/A
1,865 Added 17.56%
12,487 $263 Million
Q1 2025

May 15, 2025
BUY
N/A
1,643 Added 18.3%
10,622 $223 Million
Q4 2024

Jan 31, 2025
BUY
N/A
8,979 New
8,979 $185 Million
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