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 (QDEC). 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 | 41,831 | -15 | -0.0% | 0.28% | $1.3M | $31.12 |
| 2025 Q2 | REDUCED | 41,846 | -26 | -0.1% | 0.30% | $1.2M | $29.34 |
| 2025 Q1 | ADDED | 41,872 | +745 | +1.8% | 0.30% | $1.1M | $26.15 |
| 2024 Q4 | REDUCED | 41,127 | -29 | -0.1% | 0.30% | $1.1M | $27.54 |
| 2024 Q3 | REDUCED | 41,156 | -1,044 | -2.5% | 0.30% | $1.1M | $26.67 |
| 2024 Q2 | REDUCED | 42,200 | -2,138 | -4.8% | 0.34% | $1.1M | $26.06 |
| 2024 Q1 | ADDED | 44,338 | +16,898 | +61.6% | 0.36% | $1.1M | $24.84 |
| 2023 Q4 | ADDED | 27,440 | +9,805 | +55.6% | 0.22% | $649K | $23.66 |
| 2023 Q3 | UNCHANGED | 17,635 | — | 0% | 0.15% | $399K | $22.63 |
| 2023 Q2 | UNCHANGED | 17,635 | — | 0% | 0.15% | $395K | $22.39 |
As of 2025 Q4 — sorted by position size