Sequent Planning LLC Sells in Q2 2025

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
-51.1K
- 37.64%
N/A
84.7K $2.57B
WLK
Westlake Corp

Basic Materials
-68
- 1.37%
$69.83 - $102.01 $4.75K - $6.94K
4.91K $373M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-593
- 16.18%
$83.97 - $92.85 $49.8K - $55.1K
3.07K $271M
COP
Conocophillips

Energy
-21
- 0.6%
$82.66 - $106.1 $1.74K - $2.23K
3.48K $312M
VIRC
Virco Mfg Corporation

Consumer Cyclical
-114
- 0.38%
$7.89 - $10.42 $899 - $1.19K
30.2K $241M
PG
Procter & Gamble CO

Consumer Defensive
-47
- 1.4%
$157.66 - $172.39 $7.41K - $8.1K
3.32K $529M
JNJ
Johnson & Johnson

Healthcare
-94
- 5.59%
$146.36 - $159.82 $13.8K - $15K
1.59K $243M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.44K
- 12.92%
$25.27 - $27.14 $36.3K - $38.9K
9.68K $263M
FSK
Fs Kkr Capital Corp

Financial Services
-1.04K
- 2.9%
$17.95 - $21.5 $18.6K - $22.3K
34.8K $721M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-574
- 15.24%
$58.41 - $72.69 $33.5K - $41.7K
3.19K $232M
FVD
First Tr Value Line Divid Inde

ETFs
-233
- 0.76%
$40.62 - $45.12 $9.46K - $10.5K
30.4K $1.36B
V
Visa Inc.

Financial Services
-51
- 1.61%
$308.27 - $373.31 $15.7K - $19K
3.12K $1.11B
FTA
First Tr Large Cap Value

ETFs
-83
- 2.75%
$67.12 - $78.63 $5.57K - $6.53K
2.93K $231M
First Tr Exchng Traded Fd Vi
-213
- 3.4%
N/A
6.05K $215M
First Tr Exchng Traded Fd Vi
-273
- 2.49%
N/A
10.7K $410M
First Tr Exchng Traded Fd Vi
-346
- 3.22%
N/A
10.4K $363M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-41
- 3.25%
$152.42 - $182.82 $6.25K - $7.5K
1.22K $223M
First Tr Exchng Traded Fd Vi
-164
- 2.63%
N/A
6.07K $221M
First Tr Exchng Traded Fd Vi
-69
- 1.19%
N/A
5.74K $213M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-266
- 2.4%
N/A
10.8K $438M
AIT
Applied Industrial Technologies Inc

Industrials
-52
- 1.51%
$206.03 - $243.28 $10.7K - $12.7K
3.39K $787M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-52
- 1.13%
$41.22 - $48.01 $2.14K - $2.5K
4.56K $219M
FTCS
First Trust Capital Strength E

ETFs
-79
- 0.46%
$81.6 - $92.39 $6.45K - $7.3K
17.2K $1.56B
SIXJ
Aim ETF Prods Tr Allianzim U S
-241
- 2.08%
$27.79 - $32.01 $6.7K - $7.71K
11.4K $363M
First Tr Exchng Traded Fd Vi
-664
- 2.99%
N/A
21.5K $810M
PM
Philip Morris International Inc.

Consumer Defensive
-4
- 0.3%
$149.23 - $184.95 $597 - $740
1.31K $238M
INSW
International Seaways, Inc.

Energy
-198
- 1.57%
$28.76 - $40.96 $5.69K - $8.11K
12.4K $454M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-46
- 1.57%
$106.81 - $136.49 $4.91K - $6.28K
2.89K $395M
MLI
Mueller Industries Inc

Industrials
-52
- 0.33%
$68.45 - $79.6 $3.56K - $4.14K
15.6K $1.24B
RDVY
First Trust Rising Dividend Ac

ETFs
-121
- 0.66%
$51.6 - $62.74 $6.24K - $7.59K
18.1K $1.14B
TECK
Teck Resources LTD

Basic Materials
-193
- 0.98%
$29.05 - $41.48 $5.61K - $8.01K
19.5K $788M
IVV
Ishares Core S&P 500 ETF

ETFs
-4
- 0.27%
$498.8 - $620.9 $2K - $2.48K
1.49K $923M
IGV
Ishares Expanded Tech Software

ETFs
-31
- 0.71%
$80.15 - $109.5 $2.48K - $3.39K
4.35K $476M
First Tr Exchng Traded Fd Vi
-5.53K
- 5.09%
N/A
103K $2.29B
FDN
First Tr Fd Dow Jones

ETFs
-68
- 2.77%
$200.29 - $269.33 $13.6K - $18.3K
2.38K $642M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
-12.2K
- 1.32%
$20.3 - $22.0 $248K - $268K
910K $19.5B
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.49K
- 1.92%
$34.22 - $38.84 $85.2K - $96.7K
127K $4.93B
QJUN
First Tr ETF
-8.28K
- 6.01%
$24.35 - $29.57 $201K - $245K
129K $3.82B
TDIV
First Trust Nasdaq Technology

ETFs
-167
- 1.07%
$64.41 - $90.17 $10.8K - $15.1K
15.4K $1.39B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.46K
- 1.15%
$36.35 - $41.07 $52.9K - $59.8K
125K $5.12B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-6.22K
- 3.19%
$25.96 - $30.99 $162K - $193K
189K $5.85B
First Tr Exchng Traded Fd Vi
-2.63K
- 0.97%
N/A
268K $5.69B
First Tr Exchng Traded Fd Vi
-4.97K
- 0.95%
N/A
519K $18.6B
NVDA
Nvidia Corp

Technology
-212
- 0.58%
$94.31 - $157.99 $20K - $33.5K
36.5K $5.77B
Activity Summary
Buys All Purchases 112 New Holdings 21 Increased Positions 91 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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