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First Tr Exchange-traded shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of First Tr Exchange-traded (MISL) 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
2026-03-31 $597k 13k 44.71

More positions owned by Keystone Wealth Services

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

View all positions for Keystone Wealth Services

Top funds holding First Tr Exchange-traded

First Trust Advisors
Harel Insurance Investments & Financial Services
LPL Financial
Wells Fargo & Company
Morgan Stanley
Advisory Services Network
Mml Investors Services
WCG Wealth Advisors
Nilsine Partners
Kestra Advisory Services
Raymond James Financial
Wiley Bros.-aintree Capital
Mutual Advisors
D.A. Davidson & Co.
Stifel Financial

View all funds holding First Tr Exchange-traded