FOCT — FIRST TR EXCHNG TRADED FD VI

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 (FOCT). 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
1.28% (2022 Q4)
Avg. % of fund
0.38%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,608 -243 -1.6% 0.15% $694K $47.51
2025 Q2 REDUCED 14,851 -271 -1.8% 0.16% $665K $44.77
2025 Q1 UNCHANGED 15,122 — 0% 0.17% $628K $41.50
2024 Q4 ADDED 15,122 +4,995 +49.3% 0.17% $645K $42.63
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FOCT price (monthly, adj. close)

Other funds also holding FOCT

As of 2025 Q4 — sorted by position size

FWG Investments, LLC. 1.59% Reflection Asset Management 0.97% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.74% SOA Wealth Advisors, LLC. 3Y 0.71% Integrity Financial Corp /WA 3Y 0.6% VestGen Investment Management 3Y 7Y 0.56% SMART Wealth LLC 0.53% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.52% Pitti Group Wealth Management, LLC 3Y 0.46% Schulz Wealth, LTD. 0.4%
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