Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
82,753
Previous 84,684 2.28%
Holding current value
$2.51 Billion
Previous $2.57 Billion 2.14%
% of portfolio
0.71%
Previous 0.81%

Shares

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

Nov 12, 2025
SELL
N/A
-1,931 Reduced 2.28%
82,753 $2.51 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-51,111 Reduced 37.64%
84,684 $2.57 Billion
Q1 2025

May 13, 2025
SELL
N/A
-19,686 Reduced 12.66%
135,795 $4.06 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-11,203 Reduced 6.72%
155,481 $4.68 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-9,110 Reduced 5.18%
166,684 $5.07 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
14,448 Added 8.95%
175,794 $5.32 Billion
Q1 2024

May 14, 2024
BUY
N/A
161,346 New
161,346 $4.92 Billion
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