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First Tr Exchange-traded shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $257k 13k 20.57
2023-12-31 $262k 13k 20.92

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
ConocoPhillips (COP)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Ishares Tr Core Total Usd (IUSB)

View all positions for Keystone Wealth Services

Top funds holding First Tr Exchange-traded

LPL Financial
AE Wealth Management
Cambridge Investment Research Advisors
Creekmur Asset Management
Commonwealth Equity Services
Mach-1 Financial Group
HighTower Advisors
Bank of New York Mellon
Kingsview Wealth Management
Csenge Advisory Group
Rehmann Capital Advisory
Envestnet Portfolio Solutions
Mutual Advisors
Orion Portfolio Solutions
Atria Investments

View all funds holding First Tr Exchange-traded