Ownership history in Keystone Wealth Services, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DFEB). 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 Q3 | UNCHANGED | 31,966 | — | 0% | 0.32% | $1.5M | $46.54 |
| 2025 Q2 | ADDED | 31,966 | +5,901 | +22.6% | 0.34% | $1.4M | $44.65 |
| 2025 Q1 | ADDED | 26,065 | +460 | +1.8% | 0.30% | $1.1M | $42.15 |
| 2024 Q4 | UNCHANGED | 25,605 | — | 0% | 0.29% | $1.1M | $42.69 |
| 2024 Q3 | UNCHANGED | 25,605 | — | 0% | 0.30% | $1.1M | $41.74 |
| 2024 Q2 | ADDED | 25,605 | +741 | +3.0% | 0.32% | $1.0M | $40.33 |
| 2024 Q1 | ADDED | 24,864 | +3,253 | +15.1% | 0.32% | $972K | $39.11 |
| 2023 Q4 | UNCHANGED | 21,611 | — | 0% | 0.28% | $810K | $37.49 |
| 2023 Q3 | UNCHANGED | 21,611 | — | 0% | 0.29% | $753K | $34.85 |
| 2023 Q2 | UNCHANGED | 21,611 | — | 0% | 0.29% | $764K | $35.37 |
As of 2025 Q4 — sorted by position size