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 EXCHNG TRADED FD VI (FOCT). 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 | 14,608 | -243 | -1.6% | 0.15% | $694K | $47.51 |
| 2025 Q2 | REDUCED | 14,851 | -271 | -1.8% | 0.16% | $665K | $44.77 |
| 2025 Q1 | UNCHANGED | 15,122 | — | 0% | 0.17% | $628K | $41.50 |
| 2024 Q4 | ADDED | 15,122 | +4,995 | +49.3% | 0.17% | $645K | $42.63 |
| 2024 Q3 | UNCHANGED | 10,127 | — | 0% | 0.12% | $428K | $42.26 |
| 2024 Q2 | UNCHANGED | 10,127 | — | 0% | 0.13% | $421K | $41.54 |
| 2024 Q1 | UNCHANGED | 10,127 | — | 0% | 0.13% | $411K | $40.57 |
| 2023 Q4 | ADDED | 10,127 | +1,100 | +12.2% | 0.14% | $394K | $38.89 |
| 2023 Q3 | REDUCED | 9,027 | -13,950 | -60.7% | 0.13% | $330K | $36.53 |
| 2023 Q2 | REDUCED | 22,977 | -66,050 | -74.2% | 0.32% | $867K | $37.74 |
As of 2025 Q4 — sorted by position size