Ownership history in Keystone Wealth Services, LLC · 12 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 (QSPT). 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 | 86,193 | -3,400 | -3.8% | 0.58% | $2.7M | $31.05 |
| 2025 Q2 | REDUCED | 89,593 | -52 | -0.1% | 0.64% | $2.7M | $29.58 |
| 2025 Q1 | REDUCED | 89,645 | -1,048 | -1.2% | 0.64% | $2.4M | $26.51 |
| 2024 Q4 | UNCHANGED | 90,693 | — | 0% | 0.66% | $2.5M | $27.65 |
| 2024 Q3 | ADDED | 90,693 | +2,971 | +3.4% | 0.67% | $2.4M | $26.75 |
| 2024 Q2 | REDUCED | 87,722 | -5 | -0.0% | 0.71% | $2.3M | $26.02 |
| 2024 Q1 | REDUCED | 87,727 | -603 | -0.7% | 0.71% | $2.2M | $24.96 |
| 2023 Q4 | ADDED | 88,330 | +20,777 | +30.8% | 0.72% | $2.1M | $23.82 |
| 2023 Q3 | REDUCED | 67,553 | -2,638 | -3.8% | 0.56% | $1.5M | $21.68 |
| 2023 Q2 | REDUCED | 70,191 | -7,545 | -9.7% | 0.56% | $1.5M | $21.33 |
As of 2025 Q4 — sorted by position size