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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
2024-09-30 $333k 16k 21.37
2024-06-30 $255k 13k 20.43
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)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
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)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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 Exchange-traded

LPL Financial
Envestnet Asset Management
Morgan Stanley
Per Stirling Capital Management
Cambridge Investment Research Advisors
Creekmur Asset Management
First Trust Advisors
Kestra Advisory Services
Commonwealth Equity Services
Stephens
Mach-1 Financial Group
Owen LaRue
Branch Banking & Trust Company
Bank of New York Mellon
HighTower Advisors

View all funds holding First Tr Exchange-traded