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 LRGE CP CORE ALPHA (FEX). 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 | 21,751 | -350 | -1.6% | 0.55% | $2.5M | $116.42 |
| 2025 Q2 | REDUCED | 22,101 | -56 | -0.3% | 0.59% | $2.4M | $109.28 |
| 2025 Q1 | UNCHANGED | 22,157 | — | 0% | 0.61% | $2.3M | $101.57 |
| 2024 Q4 | REDUCED | 22,157 | -600 | -2.6% | 0.61% | $2.3M | $103.10 |
| 2024 Q3 | REDUCED | 22,757 | -815 | -3.5% | 0.66% | $2.4M | $102.58 |
| 2024 Q2 | REDUCED | 23,572 | -1,049 | -4.3% | 0.71% | $2.3M | $95.18 |
| 2024 Q1 | REDUCED | 24,621 | -622 | -2.5% | 0.79% | $2.4M | $97.13 |
| 2023 Q4 | REDUCED | 25,243 | -3,198 | -11.2% | 0.78% | $2.3M | $88.06 |
| 2023 Q3 | REDUCED | 28,441 | -105 | -0.4% | 0.88% | $2.3M | $78.86 |
| 2023 Q2 | REDUCED | 28,546 | -740 | -2.5% | 0.90% | $2.4M | $81.38 |
As of 2025 Q4 — sorted by position size