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 (QJUN). 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 Q4 | ADDED | 225,469 | +157,762 | +233.0% | 1.52% | $7.2M | $31.84 |
| 2025 Q3 | ADDED | 67,707 | +596 | +0.9% | 0.46% | $2.1M | $31.11 |
| 2025 Q2 | REDUCED | 67,111 | -51 | -0.1% | 0.48% | $2.0M | $29.57 |
| 2025 Q1 | REDUCED | 67,162 | -106 | -0.2% | 0.48% | $1.8M | $26.45 |
| 2024 Q4 | REDUCED | 67,268 | -53 | -0.1% | 0.50% | $1.9M | $28.03 |
| 2024 Q3 | REDUCED | 67,321 | -5,908 | -8.1% | 0.50% | $1.8M | $27.01 |
| 2024 Q2 | REDUCED | 73,229 | -12,665 | -14.7% | 0.60% | $1.9M | $26.47 |
| 2024 Q1 | ADDED | 85,894 | +1,278 | +1.5% | 0.71% | $2.2M | $25.51 |
| 2023 Q4 | ADDED | 84,616 | +625 | +0.7% | 0.70% | $2.0M | $24.09 |
| 2023 Q3 | ADDED | 83,991 | +19,111 | +29.5% | 0.70% | $1.8M | $21.87 |
As of 2025 Q4 — sorted by position size