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.
| 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 |
| 2024 Q4 | REDUCED | 12,575 | -1,179 | -8.6% | 0.05% | $460K | $35.61 |
| 2024 Q1 | REDUCED | 13,754 | -1,061 | -7.2% | 0.07% | $475K | $33.49 |
| 2023 Q4 | REDUCED | 14,815 | -2,112 | -12.5% | 0.08% | $486K | $31.68 |
| 2023 Q3 | REDUCED | 16,927 | -238 | -1.4% | 0.09% | $531K | $30.08 |
| 2023 Q2 | REDUCED | 17,165 | -1,723 | -9.1% | 0.10% | $577K | $32.17 |
| 2022 Q4 | REDUCED | 18,888 | -324 | -1.7% | 0.13% | $661K | $33.20 |
As of 2025 Q4 — sorted by position size