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 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 $567M AUM 25.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Kestra Advisory Services's DFII Position: Q2 2026 in Review

Kestra Advisory Services increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 9.4% in Q2 2026, buying an estimated $23.2K and bringing the position to 19,929 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Kestra Advisory Services first reported a position in DFII in Q3 2025 and has held it in 4 quarters since. The position peaked at $375K in Q3 2025. 11 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

Kestra Advisory Services held 19,929 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $222K as of Q2 2026.
Kestra Advisory Services bought 1,706 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $23.2K.
FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3031 holding.
Kestra Advisory Services first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q3 2025 and has held it in 4 quarters since.
Kestra Advisory Services's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $375K in Q3 2025.
11 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.