Keystone Wealth Services, LLC First Tr Large Cap Value Transaction History

Keystone Wealth Services, LLC

  • $418 Million
  • Q3 2025

A detailed history of Keystone Wealth Services, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 10,378 shares of FTA stock, worth $868,119. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,378
Previous 10,476 0.94%
Holding current value
$868,119
Previous $823,000 4.98%
% of portfolio
0.21%
Previous 0.22%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$78.13 - $83.78 $7,656 - $8,210
-98 Reduced 0.94%
10,378 $864,000
Q2 2025

Jul 09, 2025
BUY
$67.12 - $78.63 $67 - $78
1 Added 0.01%
10,476 $823,000
Q1 2025

Apr 17, 2025
BUY
$74.42 - $80.34 $74 - $80
1 Added 0.01%
10,475 $803,000
Q4 2024

Feb 06, 2025
SELL
$75.21 - $83.49 $54,828 - $60,864
-729 Reduced 6.51%
10,474 $800,000
Q3 2024

Oct 15, 2024
SELL
$72.76 - $79.13 $63,665 - $69,238
-875 Reduced 7.24%
11,203 $886,000
Q2 2024

Jul 12, 2024
SELL
$72.36 - $76.0 $91,173 - $95,760
-1,260 Reduced 9.45%
12,078 $888,000
Q1 2024

Apr 12, 2024
SELL
$69.01 - $76.38 $22,566 - $24,976
-327 Reduced 2.39%
13,338 $1.02 Million
Q4 2023

Jan 17, 2024
SELL
$61.6 - $71.44 $49,341 - $57,223
-801 Reduced 5.54%
13,665 $968,000
Q3 2023

Oct 05, 2023
SELL
$64.61 - $70.36 $109,707 - $119,471
-1,698 Reduced 10.5%
14,466 $937,000
Q2 2023

Jul 20, 2023
SELL
$62.32 - $67.04 $412,433 - $443,670
-6,618 Reduced 29.05%
16,164 $1.08 Million
Q1 2023

Apr 07, 2023
SELL
$63.26 - $73.3 $173,775 - $201,355
-2,747 Reduced 10.76%
22,782 $1.51 Million
Q4 2022

Feb 09, 2023
BUY
$58.47 - $69.36 $48,354 - $57,360
827 Added 3.35%
25,529 $1.68 Million
Q3 2022

Oct 31, 2022
SELL
$57.68 - $69.23 $53,180 - $63,830
-922 Reduced 3.6%
24,702 $1.43 Million
Q2 2022

Jul 13, 2022
SELL
$61.01 - $72.65 $70,161 - $83,547
-1,150 Reduced 4.3%
25,624 $1.59 Million
Q1 2022

Apr 21, 2022
BUY
$67.33 - $72.28 $28,951 - $31,080
430 Added 1.63%
26,774 $1.89 Million
Q4 2021

Feb 14, 2022
BUY
$64.95 - $69.91 $1.71 Million - $1.84 Million
26,344 New
26,344 $1.84 Million

Others Institutions Holding FTA

# of Institutions
227
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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