FIXD — FIRST TR EXCHNG TRADED FD VI

Ownership history in Keystone Wealth Services, LLC  ·  10 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 (FIXD). 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
0.98% (2025 Q1)
Avg. % of fund
0.75%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 102,666 +2,101 +2.1% 0.96% $4.6M $43.99
2025 Q3 ADDED 100,565 +18,226 +22.1% 0.97% $4.5M $43.53
2025 Q2 ADDED 82,339 +3 +0.0% 0.87% $3.6M $42.53
2025 Q1 REDUCED 82,336 -82 -0.1% 0.98% $3.6M $42.03
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FIXD price (monthly, adj. close)

Other funds also holding FIXD

As of 2025 Q4 — sorted by position size

Dominguez Wealth Management Solutions, Inc. 3Y 8.71% Commonwealth Financial Services, LLC 3Y 7Y 5.3% Alpha Financial Advisors, LLC 5.21% Randall & Associates Wealth Management 4.31% TCP Asset Management, LLC 3Y 3.05% Landmark Wealth Management, LLC 3Y 2.57% TWIN PEAKS WEALTH ADVISORS, LLC 2.34% Family Capital Management, Inc. 3Y 1.9% Per Stirling Capital Management, LLC. 3Y 1.76% GDS Wealth Management 3Y 1.69%
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