Sequent Planning LLC First Tr Large Cap Value Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025

A detailed history of Sequent Planning LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Sequent Planning LLC holds 2,847 shares of FTA stock, worth $238,151. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,847
Previous 2,934 2.97%
Holding current value
$238,151
Previous $231 Million 2.81%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2025
SELL
$78.13 - $83.78 $6,797 - $7,288
-87 Reduced 2.97%
2,847 $237 Million
Q2 2025

Aug 14, 2025
SELL
$67.12 - $78.63 $5,570 - $6,526
-83 Reduced 2.75%
2,934 $231 Million
Q1 2025

May 13, 2025
SELL
$74.42 - $80.34 $7,293 - $7,873
-98 Reduced 3.15%
3,017 $231 Million
Q4 2024

Feb 11, 2025
SELL
$75.21 - $83.49 $10,830 - $12,022
-144 Reduced 4.42%
3,115 $238 Million
Q3 2024

Nov 14, 2024
SELL
$72.76 - $79.13 $27,648 - $30,069
-380 Reduced 10.44%
3,259 $258 Million
Q2 2024

Aug 12, 2024
SELL
$72.36 - $76.0 $35,673 - $37,468
-493 Reduced 11.93%
3,639 $266 Million
Q1 2024

May 14, 2024
BUY
$69.01 - $76.38 $285,149 - $315,602
4,132 New
4,132 $316 Million

About FIRST TR LARGE CAP VALUE

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