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 (FAPR). 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 | 36,515 | — | 0% | 0.35% | $1.6M | $43.50 |
| 2025 Q2 | ADDED | 36,515 | +6,230 | +20.6% | 0.37% | $1.5M | $42.19 |
| 2025 Q1 | REDUCED | 30,285 | -1,667 | -5.2% | 0.34% | $1.2M | $40.89 |
| 2024 Q4 | REDUCED | 31,952 | -1,076 | -3.3% | 0.35% | $1.3M | $41.29 |
As of 2025 Q4 — sorted by position size