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 (FDEC). 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 | REDUCED | 62,842 | -3,830 | -5.7% | 0.68% | $3.1M | $49.24 |
| 2025 Q2 | ADDED | 66,672 | +900 | +1.4% | 0.75% | $3.1M | $46.67 |
| 2025 Q1 | REDUCED | 65,772 | -14,915 | -18.5% | 0.77% | $2.9M | $43.40 |
| 2024 Q4 | ADDED | 80,687 | +7,507 | +10.3% | 0.95% | $3.6M | $44.58 |
| 2024 Q3 | REDUCED | 73,180 | -145 | -0.2% | 0.89% | $3.2M | $43.78 |
| 2024 Q2 | REDUCED | 73,325 | -9,715 | -11.7% | 0.97% | $3.1M | $42.55 |
| 2024 Q1 | ADDED | 83,040 | +1,186 | +1.4% | 1.11% | $3.4M | $41.21 |
| 2023 Q4 | ADDED | 81,854 | +4,798 | +6.2% | 1.09% | $3.2M | $38.99 |
| 2023 Q3 | REDUCED | 77,056 | -250 | -0.3% | 1.03% | $2.7M | $35.19 |
| 2023 Q2 | UNCHANGED | 77,306 | — | 0% | 1.04% | $2.8M | $36.04 |
As of 2025 Q4 — sorted by position size