Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
262,320
Previous 267,914 2.09%
Holding current value
$5.78 Billion
Previous $5.69 Billion 1.54%
% of portfolio
1.64%
Previous 1.8%

Shares

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

Nov 12, 2025
SELL
N/A
-5,594 Reduced 2.09%
262,320 $5.78 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-2,629 Reduced 0.97%
267,914 $5.69 Billion
Q1 2025

May 13, 2025
BUY
N/A
4,880 Added 1.84%
270,543 $5.31 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
265,663 New
265,663 $5.36 Billion
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