Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
41,761
Previous 32,958 26.71%
Holding current value
$931 Million
Previous $705 Million 32.04%
% of portfolio
0.26%
Previous 0.22%

Shares

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

Nov 12, 2025
BUY
N/A
8,803 Added 26.71%
41,761 $931 Million
Q2 2025

Aug 14, 2025
BUY
N/A
220 Added 0.67%
32,958 $705 Million
Q1 2025

May 13, 2025
BUY
N/A
228 Added 0.7%
32,738 $640 Million
Q4 2024

Feb 11, 2025
BUY
N/A
32,510 New
32,510 $657 Million
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