QDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in Keystone Wealth Services, LLC  ·  11 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 (QDEC). 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
0.36% (2024 Q1)
Avg. % of fund
0.26%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 41,831 -15 -0.0% 0.28% $1.3M $31.12
2025 Q2 REDUCED 41,846 -26 -0.1% 0.30% $1.2M $29.34
2025 Q1 ADDED 41,872 +745 +1.8% 0.30% $1.1M $26.15
2024 Q4 REDUCED 41,127 -29 -0.1% 0.30% $1.1M $27.54
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QDEC price (monthly, adj. close)

Other funds also holding QDEC

As of 2025 Q4 — sorted by position size

Sequent Planning LLC 4.21% FWG Investments, LLC. 1.38% SMART Wealth LLC 1.35% Purus Wealth Management, LLC 3Y 0.75% Benson Wealth Management INC 0.41% First Heartland Consultants, Inc. 3Y 7Y 0.32% DHJJ Financial Advisors, Ltd. 3Y 0.28% 1776 Wealth LLC 3Y 0.26% Outlook Wealth Advisors, LLC 3Y 7Y 0.26% Faithward Advisors, LLC 3Y 0.25%
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