Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
5,770
Previous 6,071 4.96%
Holding current value
$220 Million
Previous $221 Million 0.86%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2025
SELL
N/A
-301 Reduced 4.96%
5,770 $220 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-164 Reduced 2.63%
6,071 $221 Million
Q4 2024

Feb 11, 2025
BUY
N/A
6,235 New
6,235 $218 Million
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