FFEB — FIRST TR EXCHNG TRADED FD VI

Ownership history in Keystone Wealth Services, LLC  ·  15 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 (FFEB). 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.

Peak position
1.17% (2024 Q1)
Avg. % of fund
0.94%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 67,742 -5 -0.0% 0.81% $3.7M $55.15
2025 Q2 REDUCED 67,747 -4,213 -5.9% 0.86% $3.6M $52.41
2025 Q1 ADDED 71,960 +130 +0.2% 0.95% $3.5M $48.79
2024 Q4 REDUCED 71,830 -316 -0.4% 0.95% $3.6M $49.77
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FFEB price (monthly, adj. close)

Other funds also holding FFEB

As of 2025 Q4 — sorted by position size

Fiduciary Planning LLC 3Y 8.63% LM Advisors LLC 1.68% Benson Wealth Management INC 1.45% Great Diamond Partners, LLC 3Y 1.15% Integrity Financial Corp /WA 3Y 0.94% Oder Investment Management, LLC 3Y 0.72% FWG Investments, LLC. 0.7% TopTier Wealth Management, LLC 0.7% Onyx Bridge Wealth Group LLC 3Y 0.65% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.62%
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