Ownership history in Keystone Wealth Services, LLC · 5 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 (DOCT). 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 | 72,544 | +65,213 | +889.6% | 0.77% | $3.6M | $44.29 |
| 2025 Q3 | UNCHANGED | 7,331 | — | 0% | 0.07% | $317K | $43.20 |
| 2025 Q2 | UNCHANGED | 7,331 | — | 0% | 0.07% | $301K | $41.07 |
| 2025 Q1 | UNCHANGED | 7,331 | — | 0% | 0.08% | $281K | $38.35 |
| 2024 Q4 | INITIATED | 7,331 | — | — | 0.08% | $289K | $39.37 |
As of 2025 Q4 — sorted by position size