Kestra Advisory Services’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Kestra Advisory Services’s Portfolio DFII Stock Details DFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$328K	Buy	22,947 +3,018	+15%	+$38.3K	﹤0.01%	2881
2026 Q2	$222K	Buy	19,929 +1,706	+9%	+$23.2K	﹤0.01%	3031
2026 Q1	$242K	Buy	18,223 +2,089	+13%	+$31.6K	﹤0.01%	2800
2025 Q4	$288K	Buy	16,134 +552	+4%	+$11.3K	﹤0.01%	2578
2025 Q3	$375K	Buy	+15,582	New	+$382K	﹤0.01%	2268

Other funds holding DFII

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Kestra Advisory Services's DFII Position: Q3 2026 in Review

Kestra Advisory Services increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 15% in Q3 2026, buying an estimated $38.3K and bringing the position to 22,947 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Kestra Advisory Services first reported a position in DFII in Q3 2025 and has held it in 5 quarters since. The position peaked at $375K in Q3 2025. 13 funds tracked by Wall St. Rank hold DFII as of Q3 2026.

Kestra Advisory Services held 22,947 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $328K as of Q3 2026.
Kestra Advisory Services bought 3,018 FT Vest Bitcoin Strategy & Target Income ETF shares in Q3 2026, an estimated $38.3K.
FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2881 holding.
Kestra Advisory Services first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q3 2025 and has held it in 5 quarters since.
Kestra Advisory Services's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $375K in Q3 2025.
13 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.