FVC — FIRST TRUST

Ownership history in Keystone Financial Group  ·  29 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in FIRST TRUST (FVC). 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.

Peak position
1.78% (2018 Q2)
Avg. % of fund
0.53%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,292 -101 -0.9% 0.03% $411K $36.37
2025 Q3 UNCHANGED 11,393 — 0% 0.04% $405K $35.76
2025 Q2 UNCHANGED 11,393 — 0% 0.04% $405K $35.00
2025 Q1 REDUCED 11,393 -1,182 -9.4% 0.04% $401K $34.39
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FVC price (monthly, adj. close)

Other funds also holding FVC

As of 2025 Q4 — sorted by position size

Trueblood Wealth Management, LLC 0.23% WORLD EQUITY GROUP, INC. 0.21% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.19% Prospera Financial Services Inc 3Y 7Y 0.18% PCG Wealth Advisors, LLC 3Y 0.16% Proactive Wealth Strategies LLC 0.12% ELEMENT POINTE ADVISORS, LLC 3Y 7Y 0.05% MTM Investment Management, LLC 3Y 0.03% Geneos Wealth Management Inc. 3Y 0.02% OPPENHEIMER & CO INC 3Y 7Y 0.01%
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