Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
272,143
Previous 274,754 0.95%
Holding current value
$10.4 Billion
Previous $10 Billion 3.81%
% of portfolio
2.96%
Previous 3.18%

Shares

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

Nov 12, 2025
SELL
N/A
-2,611 Reduced 0.95%
272,143 $10.4 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
3,669 Added 1.35%
274,754 $10 Billion
Q1 2025

May 13, 2025
BUY
N/A
5,756 Added 2.17%
271,085 $9.31 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
265,329 New
265,329 $9.28 Billion
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