Ownership history in Key FInancial Inc · 14 quarters on record
This page tracks every 13F SEC filing in which Key FInancial Inc reported a position in FIRST TR EXCHANGE-TRADED FD (FICS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 247,020 | +12,842 | +5.5% | 1.81% | $9.9M | $40.11 |
| 2025 Q3 | ADDED | 234,178 | +11,176 | +5.0% | 1.66% | $9.0M | $38.11 |
| 2025 Q2 | ADDED | 223,002 | +30,790 | +16.0% | 1.77% | $8.8M | $39.23 |
| 2025 Q1 | ADDED | 192,212 | +28,294 | +17.3% | 1.53% | $7.0M | $36.08 |
| 2024 Q4 | ADDED | 163,918 | +7,752 | +5.0% | 1.27% | $5.6M | $33.30 |
| 2024 Q3 | ADDED | 156,166 | +25,069 | +19.1% | 1.29% | $5.9M | $36.56 |
| 2024 Q2 | ADDED | 131,097 | +20,778 | +18.8% | 1.07% | $4.5M | $33.27 |
| 2024 Q1 | UNCHANGED | 110,319 | — | 0% | 1.02% | $3.7M | $33.71 |
| 2023 Q4 | ADDED | 110,319 | +17,844 | +19.3% | 1.02% | $3.7M | $32.46 |
| 2023 Q3 | ADDED | 92,475 | +7,282 | +8.5% | 0.94% | $2.8M | $28.85 |
As of 2025 Q4 — sorted by position size