Ownership history in Keystone Wealth Services, LLC · 14 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 (FMAY). 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 | 177,793 | -676 | -0.4% | 2.03% | $9.3M | $52.25 |
| 2025 Q2 | ADDED | 178,469 | +16,457 | +10.2% | 2.15% | $8.9M | $50.03 |
| 2025 Q1 | REDUCED | 162,012 | -527 | -0.3% | 2.03% | $7.5M | $46.18 |
| 2024 Q4 | REDUCED | 162,539 | -1,750 | -1.1% | 2.04% | $7.7M | $47.43 |
| 2024 Q3 | REDUCED | 164,289 | -320 | -0.2% | 2.11% | $7.6M | $46.51 |
| 2024 Q2 | ADDED | 164,609 | +5,906 | +3.7% | 2.29% | $7.3M | $44.65 |
| 2024 Q1 | REDUCED | 158,703 | -8 | -0.0% | 2.23% | $6.9M | $43.22 |
| 2023 Q4 | REDUCED | 158,711 | -6,850 | -4.1% | 2.25% | $6.6M | $41.44 |
| 2023 Q3 | ADDED | 165,561 | +779 | +0.5% | 2.41% | $6.3M | $38.30 |
| 2023 Q2 | ADDED | 164,782 | +154,820 | +1554.1% | 2.40% | $6.4M | $38.97 |
As of 2025 Q4 — sorted by position size