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D First Tr Exchange-traded shares owned by Keystone Wealth Services

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

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

Tip: Access up to 7 years of quarterly data

All positions including D 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 D First Tr Exchange-traded by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $182k 10k 18.10
2024-06-30 $175k 10k 17.36
2024-03-31 $175k 10k 17.32
2023-12-31 $189k 11k 16.86
2023-09-30 $179k 11k 15.97

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 D First Tr Exchange-traded

Royal Bank of Canada
Wells Fargo & Company
LPL Financial
UBS Group
Raymond James Financial Services Advisors
Bank of America Corporation
Raymond James & Associates
HighTower Advisors
Park National Corp
Kestra Advisory Services
Stifel Financial
Rockefeller Capital Management
Envestnet Asset Management
Janney Montgomery Scott
Baird Financial

View all funds holding D First Tr Exchange-traded