Ownership history in Keystone Wealth Services, LLC · 15 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 (FFEB). 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 | 67,742 | -5 | -0.0% | 0.81% | $3.7M | $55.15 |
| 2025 Q2 | REDUCED | 67,747 | -4,213 | -5.9% | 0.86% | $3.6M | $52.41 |
| 2025 Q1 | ADDED | 71,960 | +130 | +0.2% | 0.95% | $3.5M | $48.79 |
| 2024 Q4 | REDUCED | 71,830 | -316 | -0.4% | 0.95% | $3.6M | $49.77 |
| 2024 Q3 | REDUCED | 72,146 | -7,532 | -9.5% | 0.97% | $3.5M | $48.56 |
| 2024 Q2 | UNCHANGED | 79,678 | — | 0% | 1.16% | $3.7M | $46.79 |
| 2024 Q1 | ADDED | 79,678 | +11,406 | +16.7% | 1.17% | $3.6M | $45.28 |
| 2023 Q4 | REDUCED | 68,272 | -535 | -0.8% | 1.00% | $2.9M | $42.67 |
| 2023 Q3 | REDUCED | 68,807 | -23 | -0.0% | 1.02% | $2.7M | $38.98 |
| 2023 Q2 | ADDED | 68,830 | +3,184 | +4.9% | 1.02% | $2.7M | $39.83 |
As of 2025 Q4 — sorted by position size