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First Tr Exchange-traded shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) 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
2025-09-30 $840k 39k 21.31
2025-06-30 $829k 39k 21.06
2025-03-31 $598k 29k 20.99

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Chevron Corporation (CVX)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)

View all positions for Keystone Wealth Services

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Envestnet Asset Management
LVZ Advisors
Long Run Wealth Advisors
Stifel Financial
Cetera Investment Advisers
Kestra Advisory Services
Seascape Capital Management
Wiley Bros.-aintree Capital
Stephens
Advisor Group Holdings
Cambridge Investment Research Advisors
Prospera Financial Services
McCarthy & Cox

View all funds holding First Tr Exchange-traded