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First Tr Exchng Traded Fd Vi shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi 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 Exchng Traded Fd Vi by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 35k 29.89

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Costco Wholesale Corporation (COST)
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NVIDIA Corporation (NVDA)
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ConocoPhillips (COP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)

View all positions for Keystone Wealth Services

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Commonwealth Equity Services
Cetera Investment Advisers
Envestnet Asset Management
Advisor Group Holdings
Royal Bank of Canada
CWM
Cambridge Investment Research Advisors
Mml Investors Services
Harbour Investments
Kestra Advisory Services
Janney Montgomery Scott
Wealth Enhancement Advisory Services
Kestra Private Wealth Services
Private Advisor

View all funds holding First Tr Exchng Traded Fd Vi